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 8.35

-0.02 -0.24%
Volume: 185,032
Track AER

AMKR 5.63

-0.10 -1.75%
Volume: 1,060,101
Track AMKR

AMP 37.05

-1.09 -2.86%
Volume: 1,229,556
Track AMP

AYE 21.95

-0.39 -1.75%
Volume: 676,898
Track AYE

CDNS 6.16

-0.11 -1.75%
Volume: 1,702,626
Track CDNS

CF 83.94

-1.02 -1.20%
Volume: 578,144
Track CF

CTV 26.35

-0.90 -3.30%
Volume: 641,222
Track CTV

DOW 27.56

-0.96 -3.37%
Volume: 4,698,572
Track DOW

DPS 26.27

-0.75 -2.78%
Volume: 1,051,856
Track DPS

EMC 16.75

-0.16 -0.95%
Volume: 6,419,950
Track EMC

FMCN 12.83

-0.12 -0.93%
Volume: 999,826
Track FMCN

FWLT 30.35

-1.05 -3.34%
Volume: 1,506,908
Track FWLT

GDX 50.82

-2.01 -3.80%
Volume: 10,088,248
Track GDX

GLD 115.06

-1.56 -1.34%
Volume: 21,234,380
Track GLD

GLW 16.58

-0.28 -1.66%
Volume: 5,587,231
Track GLW

HMA 6.30

+0.02 +0.32%
Volume: 1,777,955
Track HMA

HNT 21.32

-0.37 -1.71%
Volume: 464,503
Track HNT

HUN 9.21

-0.01 -0.11%
Volume: 2,055,937
Track HUN

JASO 3.83

-0.10 -2.54%
Volume: 2,285,453
Track JASO

LEH 0.13

+0.00 +0.00%
Volume: 0
Track LEH

MDR 21.01

-0.57 -2.64%
Volume: 790,109
Track MDR

PCX 12.96

-0.45 -3.36%
Volume: 2,027,717
Track PCX

PTEN 15.24

-0.50 -3.18%
Volume: 2,168,581
Track PTEN

TKTM 10.58

-0.07 -0.66%
Volume: 125,286
Track TKTM

URS 41.31

-1.41 -3.30%
Volume: 387,841
Track URS

WDC 37.50

-0.96 -2.50%
Volume: 1,497,522
Track WDC

WFR 12.06

-0.40 -3.21%
Volume: 3,383,625
Track WFR

WSM 20.87

-0.38 -1.79%
Volume: 1,136,954
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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