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RiskModels / 13F Filers / Greenlight Capital

Greenlight Capital · David Einhorn

Latest 13F holdings with ERM3 risk decomposition — how much of the portfolio's return is market beta versus genuine stock-picking, and where the residual risk concentrates.

Reported AUM
$1.4B
Holdings
22
Top-10 weight
91%
As of
2023-12-31
Filed
2024-02-14

Return attribution — beta or stock-picking?

Sum of monthly ERM3 attribution over the trailing 12 months (2023-01-31 → 2023-12-31), modeled subset of holdings. Roughly 7% of the gross return came from stock selection (residual return) — most of the return came from factor exposure, not selection.

Gross

+47.0%

Market

+30.1%

Sector

-1.4%

Subsector

+9.8%

Stock selection

+3.3%

Top holdings

22 reported positions; top 15 shown. “Stock-specific” is the share of each position's variance not explained by market, sector, or subsector factors.

#HoldingWeightValueStock-specific
1GRBKGreen Brick Partners, Inc.41.7%$592M25%
2BHFBrighthouse Financial, Inc.11.3%$161M98%
3KDKyndryl Holdings Incorporation9.3%$132M90%
4THCTenet Healthcare Corporation7.0%$99M89%
5ALITAlight, Inc. Class A5.5%$79M—
6LIVNLivaNova Plc4.5%$64M72%
7GPKGraphic Packaging Holding Company4.4%$63M75%
8VTRSViatris, Inc.2.6%$36M80%
9FCNCAFirst Citizens BancShares, Inc. Class A2.5%$35M49%
10BBG00ZMY…2.1%$30M—
11GPORGulfport Energy Corp2.1%$30M69%
12HRIHerc Holdings, Inc.1.4%$20M76%
13FHNFirst Horizon Corporation1.4%$19M34%
14AERAerCap Holdings NV1.3%$19M83%
15KVUEKenvue, Inc.0.8%$12M80%

99% of reported AUM is in the ERM3 model universe; attribution and risk shares cover that subset. Source: SEC Form 13F-HR, filed 2024-02-14.

How concentrated is this book?

Quarter-end concentration across 73 filings from 2005-12-31 to 2023-12-31, with the latest filing set against this manager's own median.

Effective N
4.8
median 6.6
Top 5 weight
—
no median
Top 10 weight
90.9%
median 93.2%
Weight HHI
—
no median

Effective N is inverse-Herfindahl breadth, not a holding count: it falls well below the number of positions when one name dominates, which is the case worth seeing. This book held 22 positions at 2023-12-31.

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