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 8.37

+0.22 +2.70%
Volume: 148,196
Track AER

AMKR 5.73

+0.00 +0.00%
Volume: 818,894
Track AMKR

AMP 38.14

+0.00 +0.00%
Volume: 1,127,609
Track AMP

AYE 22.34

+0.08 +0.36%
Volume: 1,375,228
Track AYE

CDNS 6.27

+0.10 +1.62%
Volume: 3,533,191
Track CDNS

CF 84.96

+2.21 +2.67%
Volume: 1,079,435
Track CF

CTV 27.25

+0.01 +0.04%
Volume: 1,685,958
Track CTV

DOW 28.52

+0.54 +1.93%
Volume: 6,398,501
Track DOW

DPS 27.02

-0.29 -1.06%
Volume: 1,908,548
Track DPS

EMC 16.91

-0.03 -0.18%
Volume: 13,181,070
Track EMC

FMCN 12.95

+0.13 +1.01%
Volume: 1,201,128
Track FMCN

FWLT 31.40

+0.17 +0.54%
Volume: 2,398,869
Track FWLT

GDX 52.83

+1.38 +2.68%
Volume: 10,391,144
Track GDX

GLD 116.62

+1.89 +1.65%
Volume: 24,569,843
Track GLD

GLW 16.86

+0.33 +2.00%
Volume: 9,173,380
Track GLW

HMA 6.28

+0.03 +0.48%
Volume: 2,348,897
Track HMA

HNT 21.69

+0.24 +1.12%
Volume: 1,558,410
Track HNT

HUN 9.22

+0.20 +2.22%
Volume: 2,486,592
Track HUN

JASO 3.93

+0.00 +0.00%
Volume: 1,596,491
Track JASO

LEH 0.13

+0.00 +0.00%
Volume: 0
Track LEH

MDR 21.58

-0.01 -0.05%
Volume: 2,321,099
Track MDR

PCX 13.41

+0.30 +2.29%
Volume: 2,173,088
Track PCX

PTEN 15.74

+0.44 +2.88%
Volume: 2,946,451
Track PTEN

TKTM 10.65

-0.37 -3.36%
Volume: 284,848
Track TKTM

URS 42.72

+0.20 +0.47%
Volume: 513,781
Track URS

WDC 38.46

+0.71 +1.88%
Volume: 1,970,032
Track WDC

WFR 12.46

+0.30 +2.47%
Volume: 5,854,750
Track WFR

WSM 21.25

+0.04 +0.19%
Volume: 2,510,308
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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