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


Related Categories

Insider Trades
Insiders' Blog

Stocks Mentioned

AER 7.76

-0.08 -1.02%
Volume: 343,243
Track AER

AMKR 5.93

+0.16 +2.77%
Volume: 2,834,707
Track AMKR

AMP 37.93

+0.70 +1.88%
Volume: 3,471,447
Track AMP

AYE 21.18

+0.29 +1.39%
Volume: 3,216,852
Track AYE

CDNS 5.45

-0.15 -2.68%
Volume: 9,613,729
Track CDNS

CF 95.80

+3.48 +3.77%
Volume: 904,214
Track CF

CTV 26.33

+0.71 +2.77%
Volume: 958,857
Track CTV

DOW 27.79

+1.61 +6.15%
Volume: 20,333,809
Track DOW

DPS 26.86

+0.02 +0.07%
Volume: 1,518,030
Track DPS

EMC 16.95

+0.11 +0.65%
Volume: 21,683,373
Track EMC

FMCN 13.43

+0.33 +2.52%
Volume: 1,214,571
Track FMCN

FWLT 26.02

+0.58 +2.28%
Volume: 3,104,400
Track FWLT

GDX 42.57

+1.79 +4.39%
Volume: 24,229,260
Track GDX

GLD 105.41

+1.37 +1.32%
Volume: 25,966,130
Track GLD

GLW 17.76

-0.08 -0.45%
Volume: 18,104,835
Track GLW

HMA 6.89

+0.25 +3.77%
Volume: 3,650,218
Track HMA

HNT 23.34

+0.22 +0.95%
Volume: 1,122,021
Track HNT

HUN 11.81

+0.52 +4.61%
Volume: 4,186,066
Track HUN

JASO 4.48

+0.12 +2.75%
Volume: 6,158,772
Track JASO

LEH 0.13

+0.00 +0.00%
Volume: 0
Track LEH

MDR 22.21

+0.20 +0.91%
Volume: 1,582,288
Track MDR

PCX 14.80

+0.52 +3.64%
Volume: 6,401,652
Track PCX

PTEN 16.04

+0.99 +6.58%
Volume: 8,335,378
Track PTEN

TKTM 15.40

+0.00 +0.00%
Volume: 4,297,807
Track TKTM

URS 44.34

+0.80 +1.84%
Volume: 474,092
Track URS

WDC 40.38

+0.73 +1.84%
Volume: 4,488,386
Track WDC

WFR 12.29

+0.16 +1.32%
Volume: 5,063,634
Track WFR

WSM 19.60

+0.36 +1.87%
Volume: 2,145,571
Track WSM


Related Entities



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.


Add Your Comment





Follow StreetInsider.com On Twitter