Portrait of David Einhorn

Superinvestor · snapshot Q4 2025

David Einhorn

Greenlight Capital

valuegarp

Long/short value investor. Detailed thesis work, notable public shorts (Lehman, Green Mountain, Tesla). Long book leans toward underfollowed value and capital-return stories.

Prism interpretation

Long/short value — underfollowed cash-flow names and special situations.
Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

6

Top 1

28%

Top 5

89%

Top 10

100%

Effective N

5.4

Holdings · 6

Curated summary

Click any ticker for the full Prism report.

  1. 01
    GRBKGreen Brick Partners
    14.1%
  2. 02
    LNCLincoln National
    9.8%
  3. 03
    CNDTConduent
    8.2%
  4. 04
    CNXCNX Resources
    7.4%
  5. 05
    TECKTeck Resources
    6.1%
  6. 06
    HPEHewlett Packard Enterprise
    5.4%

How this book compares

0 of David Einhorn's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.

Source noteIllustrative top-holdings view compiled from 13F-HR filed Feb 2026 for period ending Dec 31, 2025. SEC EDGAR CIK 0001079114. Weights normalised to the top positions surfaced here.

Reporting date: December 31, 2025. 13F filings disclose only US long-equity positions and lag real time by 45 days. Educational use only.