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 8.83

-0.07 -0.79%
Volume: 375,799
Track AER

AMKR 5.72

-0.13 -2.22%
Volume: 1,854,496
Track AMKR

AMP 37.83

+0.60 +1.61%
Volume: 2,623,862
Track AMP

AYE 22.68

-0.31 -1.35%
Volume: 2,203,841
Track AYE

CDNS 6.02

+0.02 +0.33%
Volume: 2,879,193
Track CDNS

CF 79.05

-0.85 -1.06%
Volume: 2,187,782
Track CF

CTV 27.90

-0.23 -0.82%
Volume: 579,615
Track CTV

DOW 24.80

-0.10 -0.40%
Volume: 10,584,777
Track DOW

DPS 26.62

+0.10 +0.38%
Volume: 2,204,497
Track DPS

EMC 16.73

-0.08 -0.48%
Volume: 17,676,556
Track EMC

FMCN 13.05

-0.30 -2.25%
Volume: 1,607,979
Track FMCN

FWLT 31.26

-0.24 -0.76%
Volume: 1,727,254
Track FWLT

GDX 47.62

+0.90 +1.93%
Volume: 14,088,475
Track GDX

GLD 107.43

+0.45 +0.42%
Volume: 14,788,990
Track GLD

GLW 15.30

+0.03 +0.20%
Volume: 8,976,890
Track GLW

HMA 6.03

-0.11 -1.79%
Volume: 3,582,051
Track HMA

HNT 17.81

+0.29 +1.66%
Volume: 2,050,647
Track HNT

HUN 8.21

+0.10 +1.23%
Volume: 5,247,678
Track HUN

JASO 3.71

-0.07 -1.85%
Volume: 2,779,739
Track JASO

LEH 0.13

+0.00 +0.00%
Volume: 0
Track LEH

MDR 23.89

+0.07 +0.29%
Volume: 1,479,513
Track MDR

PCX 12.45

-0.05 -0.40%
Volume: 4,949,386
Track PCX

PTEN 15.78

-0.29 -1.80%
Volume: 2,953,387
Track PTEN

TKTM 10.07

-0.12 -1.18%
Volume: 287,464
Track TKTM

URS 40.13

-0.30 -0.74%
Volume: 544,008
Track URS

WDC 36.44

+0.14 +0.39%
Volume: 2,994,750
Track WDC

WFR 12.66

-0.13 -1.02%
Volume: 3,471,274
Track WFR

WSM 19.24

+0.03 +0.16%
Volume: 1,784,398
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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