大卫·爱因霍恩
David EinhornGreenlight Capital13F · 15 May 2026
持仓 40前十集中度 57%本季新建/加仓 25减持/清仓 12
119.1%持有26.9%减持36.1%减持45.3%加仓53.6%减持63.5%新建仓73.3%加仓83.3%加仓93.0%减持102.9%持有112.8%加仓122.8%加仓132.8%减持142.7%加仓152.5%加仓162.4%加仓171.9%减持181.9%加仓191.7%新建仓201.7%新建仓211.5%加仓221.5%减持231.4%减持241.4%新建仓251.4%加仓261.4%加仓271.3%减持281.2%新建仓291.1%新建仓301.1%减持310.9%加仓320.9%加仓330.8%新建仓340.8%新建仓350.7%减持360.5%新建仓370.5%持有380.4%减持390.3%加仓400.3%新建仓
GRBKGreen Brick Partners均 47
FLRFluor Corp.均 52
CNRCore Natural Resources Inc.均 42
BHFBrighthouse Financial Inc.均 42
PCGPG&E Corp.均 53
VSNTVersant Media Group Inc.均 26
ACHCAcadia Healthcare Co.均 38
VSXYVictoria's Secret & Co.均 39
DHTDHT Holdings Inc.均 40
PENNPenn National Gaming Inc.均 35
GPKGraphic Packaging Hldg Co.均 37
CNCCentene Corp.均 37
TEVATeva Pharmaceutical Industries Ltd.均 44
CPRICapri Holdings Ltd均 37
SNXSYNNEX Corp.均 40
BKVBkv Corporation均 43
LBTYALiberty Global Ltd CL A均 40
ROIVRoivant Sciences Ltd均 44
CROXCrocs Inc.均 45
REZIResideo Technologies Inc.均 43
DECKDeckers Outdoor均 59
SPBSpectrum Brands Holdings Inc.均 29
CNHCNH Industrial NV均 38
SLMSLM Corp.均 41
HSICHenry Schein Inc.均 47
PTONPeloton Interactive Inc.均 27
GLDSPDR Gold Trust
DCHDauch Corp.均 20
PSKYParamount Skydance Corp.均 40
ARAntero Resources均 51
SLDESlide Insurance Holdings Inc均 41
SHCSotera Health Co均 71
STUBStubhub Holdings Inc Class A均 27
VTRSViatris Inc.均 41
CICigna Group均 49
TRIPTripAdvisor Inc.均 39
LKFTLakefront Biotherapeutics均 37
WFRDWeatherford International plc均 49
COYACoya Therapeutics Inc
ZIMZim Integrated Shipping Serv均 24
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。