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• @WOLF_Financial neutral 35 eng

  DAVID EINHORN JUST UPDATED HIS $3.9 BILLION PORTFOLIO This is everything Einhorn owned as of the end of Q2 - Green Brick Partners $GRBK: 9,467,383 shares, $757.8M - Fluor $FLR: 4,658,750 shares, $244.1M - Core Natural Resources $CNR: 2,283,200 shares, $182.7M - Brighthouse Financial $BHF: 2,842,100 shares, $179.9M - Acadia Healthcare $ACHC: 4,400,641 shares, $130.0M - Penn National Gaming $PENN: 5,860,270 shares, $125.2M - Fortune Brands Innovations $FBIN: 2,241,875 shares, $123.1M - PG&E $PCG: 6,632,852 shares, $111.6M - Centene $CNC: 1,651,150 shares, $106.0M - Graphic Packaging Holding $GPK: 9,953,430 shares, $105.2M - SYNNEX $SNX: 381,042 shares, $101.9M - Teva Pharmaceutical Industries $TEVA: 2,886,059 shares, $97.8M - Versigent $VGNT: 2,277,640 shares, $95.7M - Capri Holdings $CPRI: 4,820,118 shares, $89.5M - BKV $BKV: 3,095,173 shares, $84.7M - DHT Holdings $DHT: 5,034,320 shares, $83.2M - Crocs $CROX: 669,140 shares, $80.7M - Roivant Sciences $ROIV: 2,152,669 shares, $76.2M - Sotera Health $SHC: 4,135,515 shares, $73.4M - Primo Brands $PRMB: 2,823,660 shares, $69.0M - Versant Media Group $VSNT: 1,922,172 shares, $69.2M - Dauch $DCH: 12,395,104 shares, $67.2M - PayPal Holdings $PYPL: 1,424,320 shares, $61.5M - Henry Schein $HSIC: 718,550 shares, $60.0M - Warner Bros Discovery $WBD: 2,246,180 shares, $59.9M - Liberty Global Cl A $LBTYA: 4,963,322 shares, $56.4M - Antero Resources $AR: 1,574,140 shares, $55.3M - StubHub Holdings $STUB: 4,233,200 shares, $54.5M - Resideo Technologies $REZI: 1,699,590 shares, $52.9M - Deckers Outdoor $DECK: 506,398 shares, $50.3M - Spectrum Brands Holdings $SPB: 561,438 shares, $48.1M - CNH Industrial $CNH: 4,188,940 shares, $47.0M - Viatris $VTRS: 2,773,470 shares, $44.0M - Paramount Skydance $PSKY: 3,926,080 shares, $38.7M - PVH $PVH: 520,800 shares, $38.7M - Comcast $CMCSA: 1,345,780 shares, $33.0M - Slide Insurance Holdings $SLDE: 1,686,630 shares, $32.7M - TripAdvisor $TRIP: 2,361,973 shares, $32.4M - SPDR Gold Trust $GLD: 83,421 shares, $30.7M - Cigna $CI: 88,400 shares, $24.4M - Lakefront Biotherapeutics $LKFT: 482,746 shares, $14.5M - Coya Therapeutics $COYA: 2,335,540 shares, $13.7M - Immunovant $IMVT: 93,520 shares, $3.6M - Gain Therapeutics $GANX: 566,130 shares, $1.1M - GoPro $GPRO: 1,693,860 shares, $1.3M - Nuvation Bio $NUVB: 34,995 shares, $0.2M

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