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 9.25

+0.42 +4.76%
Volume: 755,158
Track AER

AMKR 5.98

+0.26 +4.55%
Volume: 1,444,761
Track AMKR

AMP 39.17

+1.34 +3.54%
Volume: 2,274,041
Track AMP

AYE 23.22

+0.54 +2.38%
Volume: 1,598,031
Track AYE

CDNS 5.90

-0.12 -1.99%
Volume: 5,827,017
Track CDNS

CF 80.41

+1.36 +1.72%
Volume: 1,336,319
Track CF

CTV 28.77

+0.87 +3.12%
Volume: 712,058
Track CTV

DOW 25.91

+1.11 +4.48%
Volume: 10,587,793
Track DOW

DPS 26.67

+0.05 +0.19%
Volume: 2,466,975
Track DPS

EMC 17.01

+0.28 +1.67%
Volume: 24,131,225
Track EMC

FMCN 13.04

-0.01 -0.08%
Volume: 2,841,159
Track FMCN

FWLT 32.65

+1.39 +4.45%
Volume: 2,423,238
Track FWLT

GDX 49.28

+1.66 +3.49%
Volume: 15,187,759
Track GDX

GLD 108.19

+0.76 +0.71%
Volume: 18,448,963
Track GLD

GLW 15.80

+0.50 +3.27%
Volume: 9,946,468
Track GLW

HMA 6.04

+0.01 +0.17%
Volume: 2,868,943
Track HMA

HNT 17.92

+0.11 +0.62%
Volume: 1,714,571
Track HNT

HUN 8.35

+0.14 +1.71%
Volume: 4,785,581
Track HUN

JASO 4.12

+0.41 +11.05%
Volume: 13,301,425
Track JASO

LEH 0.13

+0.00 +0.00%
Volume: 0
Track LEH

MDR 24.16

+0.27 +1.13%
Volume: 2,339,830
Track MDR

PCX 13.20

+0.75 +6.02%
Volume: 4,701,238
Track PCX

PTEN 16.45

+0.67 +4.25%
Volume: 5,431,542
Track PTEN

TKTM 10.72

+0.65 +6.45%
Volume: 489,712
Track TKTM

URS 40.82

+0.69 +1.72%
Volume: 568,634
Track URS

WDC 37.41

+0.97 +2.66%
Volume: 3,386,749
Track WDC

WFR 12.98

+0.32 +2.53%
Volume: 2,927,888
Track WFR

WSM 20.01

+0.77 +4.00%
Volume: 1,585,176
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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