NBSE - Tracking David Einhorn's Portfolio - Q2 2020 Update
This article is part of a series that provides an ongoing analysis of the changes made to David Einhorn’s Greenlight Capital 13F portfolio on a quarterly basis. It is based on Einhorn’s regulatory 13F Form filed on 08/14/2020. Please visit our Tracking David Einhorn's Greenlight Capital Holdings article series for an idea on his investment philosophy and our previous update for the fund’s moves during Q1 2020.
Greenlight Capital’s 13F portfolio value stood at $922M this quarter. It is up ~31% compared to $702M as of last quarter. Einhorn’s Q2 2020 letter reported that the