y******i
发帖数: 2584 | 1 Einhorn Shed Positions in Best Buy, Carefusion Last Quarter; Cut Apple Stake
By Mia Lamar
High-profile hedge fund manager David Einhorn cut his stake in Apple Inc. (
AAPL) and completely shed struggling electronics retailer Best Buy Co. (BBY)
and medical-device company CareFusion Corp. (CFN) in the third quarter,
according to a regulatory filing released Wednesday.
As for new investments, Mr. Einhorn's Greenlight Capital raised its stake in
automaker General Motors Co. (GM) by 4.2 million shares, to 21.6 million.
He returned as an investor in Yahoo Inc. (YHOO) with a new 5.1 million share
stake in the company, currently in the midst of yet another dramatic
transition under new management.
Greenlight's stake in technology heavyweight Apple Inc. (AAPL) was cut by
roughly a quarter, to 1.1 million shares.
Known for successfully shorting Lehman Brothers Holdings Inc. before the
securities firm collapsed in 2008, Mr. Einhorn had been an investor in Best
Buy since the first quarter of 2011. His move into Carefusion stretched back
even longer, to the third quarter of 2009.
Greenlight also showed no stake in previous holdings Expedia Inc. (EXPE) and
UnitedHealth Group Inc. (UNH), among others.
His well-timed bets on Lehman and Green Mountain Coffee Roasters Inc. (GMCR)
can give Mr. Einhorn unusual sway over stock prices, particularly when he
makes his investing opinions public.
Shares of Chipotle Mexican Grill Inc. (CMG) fell 4.2% last month after Mr.
Einhorn noted the company is facing increasing food costs and competition
from rival chain Taco Bell. His bet against gains in Chipotle shares via 50,
000 put options was unchanged from the previous quarter, Wednesday's filing
indicated.
Greenlight's total U.S. stock investments were worth $6 billion at the end
of the third quarter, down from $6.37 billion recorded at the end of June.
The firm, like others that control an investment portfolio of more than $100
million, is required to report its U.S. stock holdings 45 days after the
end of a given quarter.
Write to Mia Lamar at m*******[email protected]
Subscribe to WSJ: http://online.wsj.com?mod=djnwires | y******i
发帖数: 2584 | 2 His bet against gains in Chipotle shares via 50,000 put options was
unchanged from the previous quarter, Wednesday's filing
indicated.
Greenlight's stake in technology heavyweight Apple Inc. (AAPL) was cut by
roughly a quarter, to 1.1 million shares. | a***s
发帖数: 5417 | 3 所有成功的大鳄都会被盯上的。paulson已经亏费了。
下一个就是Einhorn了。
Stake
BBY)
in
share
【在 y******i 的大作中提到】
: Einhorn Shed Positions in Best Buy, Carefusion Last Quarter; Cut Apple Stake
: By Mia Lamar
: High-profile hedge fund manager David Einhorn cut his stake in Apple Inc. (
: AAPL) and completely shed struggling electronics retailer Best Buy Co. (BBY)
: and medical-device company CareFusion Corp. (CFN) in the third quarter,
: according to a regulatory filing released Wednesday.
: As for new investments, Mr. Einhorn's Greenlight Capital raised its stake in
: automaker General Motors Co. (GM) by 4.2 million shares, to 21.6 million.
: He returned as an investor in Yahoo Inc. (YHOO) with a new 5.1 million share
: stake in the company, currently in the midst of yet another dramatic
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