David Einhorn
Deep fundamental value — long the cheap, short the dear. Believes price eventually reflects value and will stand against consensus for years, even through long stretches when value is out of favour.
Founded Greenlight Capital in 1996 with under $1M. Known for rigorous fundamental research and willingness to short publicly — he called out and shorted Lehman Brothers before its 2008 collapse. Author of Fooling Some of the People All of the Time, and a noted poker player.
These are the 13F holdings of Greenlight Re, his listed reinsurance vehicle (≈45-day lag), reflecting his long book. Note: his shorts and macro hedges — the very thing he's famous for — are not in the 13F.
A reinsurer — an imperfect proxy with underwriting noise
Holdings & weights
Q1 2026 · 13F (as of 31 Mar 2026)Weights are by market value, from real 13F / daily disclosure. This is a snapshot and will change — see live: Live 13F weights & activity on dataroma
A homebuilder he chairs and has long backed — his #1 holding.
Analyze through a master's lensAn engineering & construction value play.
Analyze through a master's lensAn undervalued life insurer.
Analyze through a master's lensDHT Holdings Inc. −28%, Graphic Packaging Hldg Co. +8%, Centene Corp. +4%, Teva Pharmaceutical Industries Ltd. −5%, Capri Holdings Ltd +3%, SYNNEX Corp. +749%, Bkv Corporation +109%, Liberty Global Ltd CL A −1%.
Where to follow them
Primary sources. Read the original — don't settle for second-hand summaries.
Run any stock you care about through the "Quantitative · Margin of Safety" lens.
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