Einhorn Up 2.1% In October, While Loeb Down 1.3%VW Staff
Below are returns from David Einhorn's Greenlight RE and Dan Loeb's Third Point RE
As of 31-October-2014, the largest disclosed long positions in GLRE's investment portfolio are Apple, gold, Marvell Technology, Micron Technology, Resona Holdings and SunEdison; our investment portfolio is approximately 111% long and 64% short. All exposure information is calculated on a delta adjusted basis and excludes credit default swaps, interest rate swaps, sovereign debt, currencies, commodities, and derivatives on any of these instruments.
Net Monthly Returns:
October 2014: 2.1%
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