Einhorn's Greenlight Gets Very-Long Gold (GLD, GDX), Also Likes Solar (JASO, WFR) and Other Energy (AYE, PCX, PTEN)

February 17, 2009 12:31 PM EST

David Einhorn's Greenlight Capital released its 13F for the quarter ended December 31, 2008. Einhorn admittedly had a rough 2008, although he was dead-on about his short Lehman Brothers (NYSE: LEH) trade.

Einhorn recently disclosed he was getting long gold -- and his filings confirms he is now very-long the precious metal through ETFs SPDR Gold Shares (NYSE: GLD) and Market Vectors Gold Miners (NYSE: GDX).

Einhorn also appears to be getting interested in the solar theme, buying new stakes in JA Solar (Nasdaq: JASO) and MEMC Electronic (NYSE: WFR) and other energy plays like Allegheny Energy (NYSE: AYE), Patriot Coal (NYSE: PCX) and Patterson-UTI Energy (Nasdaq: PTEN). He also significantly raised his stake in EMC (NYSE: EMC).

Below is a summary of David Einhorn's notables moves:


  • New 1M share stake in AerCap Holdings N.V. (NYSE: AER)


  • New 4.5M share stake in Allegheny Energy Inc. (NYSE: AYE)


  • New 1M share stake in Amkor Technology, Inc. (Nasdaq: AMKR)


  • New 2.6M share stake in Cadence Design Systems Inc. (Nasdaq: CDNS)


  • New 1.8M shares stake in CF Industries Holdings, Inc. (NYSE: CF)


  • New 7M share stake in CommScope Inc. (NYSE: CTV)


  • New 300K share stake in Corning (NYSE: GLW)


  • New 3.1M share stake in Dow Chemical Co. (NYSE: DOW)


  • New 1.1M share stake in Focus Media Holding Ltd. (Nasdaq: FMCN)


  • New 400K share stake in Foster Wheeler AG (Nasdaq: FWLT)


  • New 810K share stake in Health Net Inc. (NYSE: HNT)


  • New 965K share stake in Huntsman Corp. (NYSE: HUN)


  • New 25M share stake in JA Solar Holdings Co., Ltd. (Nasdaq: JASO)


  • New 3.2M share stake in Market Vectors Gold Miners ETF (NYSE: GDX)


  • New 870K share stake in McDermott International Inc. (NYSE: MDR)


  • New 7.3M share stake in MEMC Electronic Materials Inc. (NYSE: WFR)


  • New 1.3M share stake in Patriot Coal Corporation (NYSE: PCX)


  • New 791K share stake in Patterson-UTI Energy Inc. (Nasdaq: PTEN)


  • New 3.7M share stake in SPDR Gold Shares (NYSE: GLD)


  • New 690K share stake in Western Digital (NYSE: WDC)


  • New 935K share stake in Williams Sonoma (NYSE: WSM)


  • Boosted stake in EMC (NYSE: EMC) by 8M shares to 9.9M shares


  • Boosted stake in Ticketmaster (Nasdaq: TKTM) by nearly 2M shares


  • Boosted stake in URS Corp. (NYSE: URS) by over 2M shares


  • Slashes stake in Dr Pepper Snapple Group, Inc. (NYSE: DPS) by 8.6M shares


  • Slashes stake in Health Management Associates Inc. (NYSE: HMA) by about 8M shares


  • Sold out of Ameriprise Financial Inc. (NYSE: AMP)
For more on David Einhorn click here


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Stocks Mentioned

AER 9.14

-0.11 -1.19%
Volume: 213,743
Track AER

AMKR 5.93

-0.05 -0.84%
Volume: 1,432,360
Track AMKR

AMP 38.68

-0.49 -1.25%
Volume: 2,503,178
Track AMP

AYE 23.06

-0.16 -0.69%
Volume: 1,870,279
Track AYE

CDNS 5.90

+0.00 +0.00%
Volume: 4,207,426
Track CDNS

CF 78.48

-1.93 -2.40%
Volume: 2,876,372
Track CF

CTV 29.09

+0.32 +1.11%
Volume: 1,074,791
Track CTV

DOW 25.96

+0.05 +0.19%
Volume: 8,964,173
Track DOW

DPS 27.56

+0.89 +3.34%
Volume: 2,893,744
Track DPS

EMC 17.05

+0.04 +0.24%
Volume: 22,068,388
Track EMC

FMCN 12.81

-0.23 -1.76%
Volume: 2,583,974
Track FMCN

FWLT 32.54

-0.11 -0.34%
Volume: 2,525,728
Track FWLT

GDX 49.66

+0.38 +0.77%
Volume: 13,193,075
Track GDX

GLD 108.39

+0.20 +0.18%
Volume: 15,979,844
Track GLD

GLW 15.80

+0.00 +0.00%
Volume: 7,987,491
Track GLW

HMA 6.43

+0.39 +6.46%
Volume: 5,637,666
Track HMA

HNT 18.02

+0.10 +0.56%
Volume: 1,729,256
Track HNT

HUN 8.39

+0.04 +0.48%
Volume: 4,947,686
Track HUN

JASO 4.15

+0.03 +0.73%
Volume: 19,994,342
Track JASO

LEH 0.13

+0.00 +0.00%
Volume: 0
Track LEH

MDR 23.59

-0.57 -2.36%
Volume: 7,957,211
Track MDR

PCX 13.04

-0.16 -1.21%
Volume: 3,620,031
Track PCX

PTEN 16.28

-0.17 -1.03%
Volume: 3,129,661
Track PTEN

TKTM 11.45

+0.73 +6.81%
Volume: 215,939
Track TKTM

URS 40.67

-0.15 -0.37%
Volume: 560,848
Track URS

WDC 37.65

+0.24 +0.64%
Volume: 2,923,334
Track WDC

WFR 12.93

-0.05 -0.39%
Volume: 4,183,454
Track WFR

WSM 20.10

+0.09 +0.45%
Volume: 1,437,988
Track WSM


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Comments

David Einhorn
Bill D on Feb 18, 2009 06:33 AM

The guy killed Lehmans by naked shorting it to death. He is a criminal kosher krook.

Einhorn
jim on Feb 17, 2009 07:50 PM

Being investigated by FBI for manipulating CDS. Crashed LEH. Needs prison time.


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