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UHAL - Tracking David Einhorn's Portfolio - Q3 2020 Update
Amerco
David Einhorn's 13F stock portfolio value increased from $922M to $1.22B this quarter.
Greenlight added SYNNEX, NCR, Twitter, Intel, and Ingredion, while reducing AerCap Holdings. The short position in Tesla through puts was increased during the quarter.
The largest three positions are at ~47% of the portfolio. As of Q3 2020, the overall portfolio is 138% long and 80% short compared to 123% long and 68% short.