David Einhorn · quarter digest

What David Einhorn did in Q2 2025

Greenlight Capital filed 1 moves in Q2 2025: 0 new, 1 add, 0 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q7. Philosophy: Long high-quality value, short fraud and overvaluation.

Adds · 1

Adding to conviction

ADD +3%·27.4% book·+22

“Holding conviction.”

Current top holdings

#	Ticker	Weight	Conviction
1	GRBK Green Brick Partners	28.7%	+22
2	CNDT Conduent	9.8%	0
3	TECK Teck Resources	7.4%	0
4	LNC Lincoln National	6.1%	0
5	PENN PENN Entertainment	5.5%	0
6	CC Chemours	4.9%	0

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.