Einhorn’s Greenlight Buys Nokia, Cuts Apple Inc., Sells GM
The biggest change in the portfolio of David Einhorn’s Greenlight Capital Inc in 1Q14 was the 807% increase in Sunedison Inc (NYSE:SUNE), which went from being just 0.23% of the fund’s portfolio to 3.34%, making it the 7th largest position. Of 40 long positions (not counting call options) Greenlight’s five largest positions are Apple Inc. (NASDAQ:AAPL), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), CIGNA Corporation (NYSE:CI), and Oil States International, Inc. (NYSE:OIS).
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