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 8.25

+0.00 +0.00%
Volume: 426,117
Track AER

AMKR 5.76

+0.00 +0.00%
Volume: 1,767,783
Track AMKR

AMP 38.31

+0.00 +0.00%
Volume: 1,840,465
Track AMP

AYE 22.25

+0.00 +0.00%
Volume: 1,566,816
Track AYE

CDNS 6.11

+0.00 +0.00%
Volume: 2,082,633
Track CDNS

CF 83.04

+0.00 +0.00%
Volume: 1,133,016
Track CF

CTV 27.68

+0.00 +0.00%
Volume: 1,644,224
Track CTV

DOW 27.97

+0.00 +0.00%
Volume: 9,387,972
Track DOW

DPS 27.36

+0.00 +0.00%
Volume: 1,878,817
Track DPS

EMC 17.14

+0.00 +0.00%
Volume: 11,764,642
Track EMC

FMCN 12.96

+0.00 +0.00%
Volume: 1,777,413
Track FMCN

FWLT 32.25

+0.00 +0.00%
Volume: 3,199,389
Track FWLT

GDX 51.68

+0.00 +0.00%
Volume: 13,661,932
Track GDX

GLD 114.29

+0.00 +0.00%
Volume: 24,457,695
Track GLD

GLW 16.49

+0.00 +0.00%
Volume: 11,438,320
Track GLW

HMA 6.30

+0.00 +0.00%
Volume: 2,069,306
Track HMA

HNT 20.70

+0.00 +0.00%
Volume: 2,339,465
Track HNT

HUN 8.93

+0.00 +0.00%
Volume: 4,183,354
Track HUN

JASO 4.05

+0.00 +0.00%
Volume: 5,233,977
Track JASO

LEH 0.13

+0.00 +0.00%
Volume: 0
Track LEH

MDR 21.89

+0.00 +0.00%
Volume: 3,364,476
Track MDR

PCX 13.20

+0.00 +0.00%
Volume: 3,750,565
Track PCX

PTEN 15.20

+0.00 +0.00%
Volume: 3,967,002
Track PTEN

TKTM 11.16

+0.00 +0.00%
Volume: 278,616
Track TKTM

URS 43.47

+0.00 +0.00%
Volume: 846,413
Track URS

WDC 38.15

+0.00 +0.00%
Volume: 3,199,216
Track WDC

WFR 11.98

+0.00 +0.00%
Volume: 8,398,814
Track WFR

WSM 21.82

+0.00 +0.00%
Volume: 2,974,301
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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