GREENLIGHT CAPITAL INC

    ·Inc. in DE

    Institutional holdings (13F)

    40 positions as of 2023-12-31. Total reported value: $2,047,998,727. Source: SEC 13F-HR filing.

    Top 10 holdings

    Name Ticker Weight Value
    GREEN BRICK PARTNERS INC GRBK 28.92% $592,369,623
    CONSOL ENERGY INC NEW 10.34% $211,673,655
    BRIGHTHOUSE FINL INC BHF 7.86% $161,068,530
    KYNDRYL HLDGS INC KD 6.45% $132,079,115
    TENET HEALTHCARE CORP THC 4.86% $99,447,853
    THE ODP CORP 4.81% $98,418,030
    ALIGHT INC ALIT 3.85% $78,831,446
    SPDR GOLD TR GLD 3.61% $73,972,084
    TECK RESOURCES LTD TECK 3.20% $65,605,702
    LIVANOVA PLC 3.11% $63,604,811

    Sector

    SectorWeight
    Industrials 28.9%
    Financials 14.1%
    Information Technology 12.8%
    Health Care 8.4%
    Materials 6.8%
    Energy 1.5%
    Unknown 27.5%
    Total 100.0%

    Market cap

    CapWeight
    Large 6.4%
    Mid 7.6%
    Small 54.1%
    Micro 31.9%
    Total 100.0%

    Asset class

    ClassWeight
    Equity-common 100.0%
    Total 100.0%

    Changes this quarter

    Comparing 2023-12-31 vs. 2023-09-30.

    New positions

    Name Ticker Bought Now
    ALIGHT INC ALIT $78,831,446 $78,831,446
    VIATRIS INC VTRS $36,342,990 $36,342,990
    AERCAP HOLDINGS NV $18,580,000 $18,580,000
    SPDR SER TR XAR $17,559,506 $17,559,506
    INVESCO EXCHANGE TRADED FD T PPA $17,097,615 $17,097,615
    KENVUE INC KVUE $11,938,170 $11,938,170
    TEVA PHARMACEUTICAL INDS LTD TEVA $2,802,826 $2,802,826

    Exited positions

    Name Ticker Sold Now
    SOUTHWESTERN ENERGY CO $-65,181,186
    ISHARES SILVER TR SLV $-25,215,498
    ACTIVISION BLIZZARD INC $-24,038,566
    RESIDEO TECHNOLOGIES INC REZI $-5,119,358
    ADVANCE AUTO PARTS INC AAP $-2,101,290
    FINSERV ACQUISITION CORP II $-2,379

    Increased

    Name Ticker + USD Now
    GREEN BRICK PARTNERS INC GRBK $80,037,305 $592,369,623
    KYNDRYL HLDGS INC KD $47,698,413 $132,079,115
    TENET HEALTHCARE CORP THC $39,370,668 $99,447,853
    THE ODP CORP $23,915,778 $98,418,030
    GRAPHIC PACKAGING HLDG CO GPK $19,701,393 $62,514,865
    DHT HOLDINGS INC $16,224,977 $37,080,623
    SEADRILL 2021 LTD $9,597,549 $25,717,246
    COYA THERAPEUTICS INC COYA $7,643,156 $9,440,533
    BRIGHTHOUSE FINL INC BHF $7,262,688 $161,068,530
    WEATHERFORD INTL PLC $5,822,799 $44,669,667

    Decreased

    Name Ticker − USD Now
    CONSOL ENERGY INC NEW $-40,543,308 $211,673,655
    NET POWER INC NPWR $-12,620,050 $30,220,311
    DANIMER SCIENTIFIC INC $-2,598,296 $2,789,272
    NEW YORK CMNTY BANCORP INC $-846,901 $18,707,908
    INVESCO ACTVELY MNGD ETC FD PDBC $-160,035 $1,289,967
    FIRST TR EXCHANGE-TRADED FD $-99,518 $1,421,936
    NEUBASE THERAPEUTICS INC $-17,685 $100,912
    GAIN THERAPEUTICS INC GANX $-8,827 $1,921,158
    NUVATION BIO INC $-4,000 $6,000
    KATAPULT HOLDINGS INC $-734 $1,940