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GLRE - Tracking David Einhorn's Portfolio - Q2 2021 Update
Greenlight Reinsurance Ltd.
David Einhorn's 13F stock portfolio value increased from $1.44B to $1.59B this quarter.
Greenlight increased Teck Resources, GoPro, and The ODP Corp while reducing APi Group, CNX Resources, and Katapult Holdings during the quarter. They also dropped ADT Inc. and Alight Inc.
The largest three positions are at ~42% of the portfolio. As of Q2 2021, the overall portfolio is 127% long and 68% short.