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HoldLens
David Einhorn · quarter digest

What David Einhorn did in Q3 2025

Greenlight Capital filed 4 moves in Q3 2025: 1 new, 1 add, 1 trim, 1 exit.

13F filed 2025-11-14. Manager quality score: q7. Philosophy: Long high-quality value, short fraud and overvaluation.

New positions · 1

Fresh money

NEW·2.8% book·+6

New agricultural equipment position.

Adds · 1

Adding to conviction

ADD +5%·28.7% book·+22

Top conviction add — homebuilder.

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Trims · 1

Taking chips off

TRIM -8%·7.4% book·0

Small copper profit-take.

Exits · 1

Closed positions

EXIT·0

Closed PENN Entertainment fully.

Current top holdings

David Einhorn’s book, latest snapshot

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

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