David Einhorn’s Greenlight Capital disclosed in an SEC filing its holdings as of September 30, 2023. The fund’s one new buy during the third quarter was DHT Holdings (DHT). Greenlight exited one position during the quarter, namely Capri Holdings (CPRI). The fund increased its position in SPDR Gold Shares (GLD), Kyndryl (KD), Net Power (NPWR), Herc Holdings (HRI), and Southwestern Energy (SWN), and reduced its stake in Green Brick (GRBK), Tenet (THC), Resideo (REZI), First Horizon (FHN), and Talis (TLIS). Greenlight’s top holdings as of September 30, in order of size, were Green Brick, Consol Energy (CEIX), Brighthouse Financial (BHF), Kyndryl, and ODP Corp (ODP).
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