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AER - Tracking David Einhorn's Portfolio - Q3 2018 Update
AerCap Holdings N.V.
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 11/14/2018. 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 Q2 2018.
Greenlight Capital’s 13F portfolio value stood at $2.37B this quarter. It is down ~25% compared to $3.14B as of last quarter — the portfolio has become much more