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David Einhorn - Greenlight Capital: A Value-Focused Portfolio Breakdown episode artwork

EPISODE · Jan 19, 2026 · 11 MIN

David Einhorn - Greenlight Capital: A Value-Focused Portfolio Breakdown

from PortfolioCasts | Investor Portfolio Podcasts · host PortfolioCasts

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of David Einhorn and Greenlight Capital.Greenlight follows a disciplined, research-driven approach, often incorporating cyclical exposure, special situations, and hedging strategies.Holdings covered include:GRBK, FLR, CNR, PCG, GLD, GDX, DHT, TEVA, HPQ, CNH, PENN, CNC, CPRI, VSCO, ROIV, CI, SDRL, KWEB, OIH, PTON, and more.This episode covers:• Fundamental value investing• Portfolio hedging and risk management• Cyclical & commodity exposure⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

What this episode covers

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of David Einhorn and Greenlight Capital.Greenlight follows a disciplined, research-driven approach, often incorporating cyclical exposure, special situations, and hedging strategies.Holdings covered include:GRBK, FLR, CNR, PCG, GLD, GDX, DHT, TEVA, HPQ, CNH, PENN, CNC, CPRI, VSCO, ROIV, CI, SDRL, KWEB, OIH, PTON, and more.This episode covers:• Fundamental value investing• Portfolio hedging and risk management• Cyclical & commodity exposure⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

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Frequently Asked Questions

How long is this episode of PortfolioCasts | Investor Portfolio Podcasts?

This episode is 11 minutes long.

When was this PortfolioCasts | Investor Portfolio Podcasts episode published?

This episode was published on January 19, 2026.

What is this episode about?

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of David Einhorn and Greenlight Capital.Greenlight follows a disciplined, research-driven approach, often incorporating cyclical exposure, special situations,...

Can I download this PortfolioCasts | Investor Portfolio Podcasts episode?

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