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