Einhorn's Greenlight Capital Buys Up Barrick Gold (ABX), CBS (CBS), Legg Mason (GM), Marvell (MRVL) and GM (GM)

November 14, 2011 4:22 PM EST
David Einhorn's Greenlight Capital hedge fund released its 13F for the quarter ended 9/30/2011

Notably, the fund showed new stakes in Barrick Gold Corp. (NYSE: ABX), CBS (NYSE: CBS), Legg Mason, Inc. (NYSE: LM), Market Vectors Junior Gold Miners ETF (Nasdaq: GDXJ) and Marvell Technology Group Ltd. He also raised his stake in General Motors (NYSE: GM) and Sprint (NYSE: S).

NOTE: David Einhorn disclosed his CBS, MRVL, and GM positions in his Q3 letter to investors, which was widely distributed.


New Stakes
Barrick Gold Corp. (NYSE: ABX) new 1,350,000 share position
CBS (NYSE: CBS) new 5,000,000 share position
Compuware Corp (NASDAQ: CPWR) new 4,459,027 share position
Legg Mason, Inc. (NYSE: LM) new 2,600,000 share position
Market Vectors Junior Gold Miners ETF (NYSE: GDXJ) new 1,900,000 share position
Marvell Technology Group Ltd (NASDAQ: MRVL) new 16,640,000 share position
Synaptics, Inc. (NASDAQ: SYNA) new 114,408 share position

Raised Stakes
Apple, Inc. (NASDAQ: AAPL) raised from 1,077,500 shares to 1,313,700 shares
Aspen Insurance Holdings Ltd. (NYSE: AHL) raised from 4,140,000 shares to 4,825,000 shares
Best Buy Co., Inc. (NYSE: BBY) raised from 6,887,600 shares to 7,016,000 shares
Broadridge Financial Solutions (NYSE: BR) raised from 2,650,000 shares to 2,749,300 shares
CareFusion Corporation (NYSE: CFN) raised from 9,524,724 shares to 12,799,424 shares *
CVS Caremark (NYSE: CVS) raised from 3,275,000 shares to 3,364,600 shares
First Solar, Inc. (NASDAQ: FSLR) (PUT) raised from 286,900 shares to 594,100 shares
General Motors (NYSE: GM) raised from 3,420,000 shares to 14,733,000 shares
HCA Holdings (NYSE: HCA) raised from 2,935,000 shares to 5,610,000 shares
Huntington Ingalls Industries (NYSE: HII) raised from 2,390,000 shares to 3,466,356 shares
LyondellBasell Industries Cl A (NYSE: LYB) raised from 2,084,784 shares to 2,164,384 shares
Marathon Oil Corp. (NYSE: MRO) raised from 1,452,700 shares to 2,162,700 shares
Market Vectors ETF Trust Market Vectors Gold Miners (NYSE: GDX) raised from 3,546,971 shares to 7,264,971 shares
Microsoft Corp (NASDAQ: MSFT) raised from 14,819,042 shares to 15,170,942 shares
NCR Corp. (NYSE: NCR) raised from 9,415,390 shares to 9,867,490 shares
NVR, Inc. (NYSE: NVR) raised from 124,000 shares to 128,100 shares
Seagate Technology (NASDAQ: STX) raised from 11,505,373 shares to 14,448,973 shares
Sprint Nextel (NYSE: S) raised from 55,900,000 shares to 73,765,000 shares
Travelers Cos, Inc. (NYSE: TRV) raised from 4,198,211 shares to 4,319,211 shares

Lowered Stakes
Becton, Dickinson & Co. (NYSE: BDX) lowered from 2,331,598 shares to 1,541,798 shares
Employers Holdings (NYSE: EIG) lowered from 975,539 shares to 663,420 shares
BP PLC ADS (NYSE: BP) lowered from 2,467,166 shares to 187,050 shares
Semgroup Corp. Cl A (NYSE: SEMG) lowered from 1,082,152 shares to 968,220 shares

Liquidated Stakes
Aeropostale, Inc. (NYSE: ARO) liquidated
Amdocs Ltd. (NYSE: DOX) liquidated
Becton, Dickinson & Co. (NYSE: BDX) (CALL) liquidated
Ensco PLC (NYSE: ESV) liquidated
Pfizer, Inc. (NYSE: PFE) liquidated

Maintained Stakes
BioFuel Energy Corp. (NASDAQ: BIOF) maintained 27,168,879 share stake
Einstein Noah Restaurant Group, Inc. (NASDAQ: BAGL) maintained 10,733,469 share stake
Energy Partners Ltd. (NYSE: EPL) maintained 1,739,474 share stake
Fifth Street Finance Corp. (NYSE: FSC) maintained 1,998,692 share stake
FURIEX PHARMACEUTICALS, Inc. (NASDAQ: FURX) maintained 490,000 share stake
Ingram Micro Inc. Cl A (NYSE: IM) maintained 3,750,000 share stake
Republic Airways Holding, Inc. (NASDAQ: RJET) maintained 3,412,800 share stake
State Bank Financial Corporation. (NASDAQ: STBZ) maintained 2,100,000 share stake
Symmetricom, Inc. (NASDAQ: SYMM) maintained 1,709,846 share stake

* Since the original filing these positions have been updated further.


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