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 9.15

-0.10 -1.08%
Volume: 189,493
Track AER

AMKR 5.95

-0.03 -0.50%
Volume: 933,025
Track AMKR

AMP 38.85

-0.32 -0.82%
Volume: 1,903,053
Track AMP

AYE 23.09

-0.13 -0.56%
Volume: 1,502,266
Track AYE

CDNS 5.84

-0.06 -1.02%
Volume: 3,124,907
Track CDNS

CF 78.59

-1.82 -2.26%
Volume: 2,376,722
Track CF

CTV 29.18

+0.41 +1.43%
Volume: 909,095
Track CTV

DOW 26.07

+0.16 +0.62%
Volume: 7,633,443
Track DOW

DPS 27.60

+0.93 +3.49%
Volume: 2,387,787
Track DPS

EMC 17.06

+0.05 +0.29%
Volume: 19,255,961
Track EMC

FMCN 12.75

-0.29 -2.22%
Volume: 2,105,263
Track FMCN

FWLT 32.52

-0.13 -0.40%
Volume: 1,901,274
Track FWLT

GDX 49.59

+0.31 +0.63%
Volume: 11,307,124
Track GDX

GLD 108.34

+0.15 +0.14%
Volume: 14,609,886
Track GLD

GLW 15.80

+0.00 +0.00%
Volume: 6,206,379
Track GLW

HMA 6.42

+0.38 +6.29%
Volume: 4,884,616
Track HMA

HNT 17.92

+0.00 +0.00%
Volume: 1,339,032
Track HNT

HUN 8.41

+0.06 +0.72%
Volume: 4,210,636
Track HUN

JASO 4.17

+0.05 +1.21%
Volume: 18,447,765
Track JASO

LEH 0.13

+0.00 +0.00%
Volume: 0
Track LEH

MDR 23.81

-0.35 -1.45%
Volume: 7,030,145
Track MDR

PCX 13.17

-0.03 -0.23%
Volume: 2,844,021
Track PCX

PTEN 16.32

-0.13 -0.79%
Volume: 2,468,144
Track PTEN

TKTM 11.33

+0.61 +5.69%
Volume: 152,873
Track TKTM

URS 40.67

-0.15 -0.37%
Volume: 458,077
Track URS

WDC 37.75

+0.34 +0.91%
Volume: 2,388,154
Track WDC

WFR 12.87

-0.11 -0.85%
Volume: 3,278,043
Track WFR

WSM 20.19

+0.18 +0.90%
Volume: 1,163,934
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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