David Einhorn's portfolio as of the quarter and year ended Dec. 31 was worth some $4.9 billion, according to filings that his firm Greenlight Capital made with the Securities and Exchange Commission in February.
Greenlight had 38 positions at the end of the year, up from 35 at Sept. 30. Technology companies, medical and health providers and financials were among the notable sectors making up his holdings.
Moves: Einhorn eliminated three positions in the quarter -- Foster Wheeler (FWLT), Oritani Financial (ORIT) and Ralcorp (RAH) -- and added six, including BP (BP), Potash (POT) and Sprint Nextel (S). Among other changes, Einhorn added to his holdings in Becton Dickinson (BDX), Cardinal Health (CAH) and the Market Vectors Gold Miners ETF (GDX), while lowering his interests in CIT (CIT), Health Net (HNT) and Verigy (VRGY).
Here are Einhorn's largest holdings as of Dec. 31, 2010:
*See the full SEC filing for David Einhorn's portfolio.
- Greenlight Capital
- Becton Dickinson
- Cardinal Health
- Sprint Nextel