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Portfolio (Quarterly) Guide ↗

Greenlight Capital

· CIK 0001079114
13F Portfolio $2.0B AUM 116 positions Filed Feb 14, 2024 ← All Funds
Q4 2023 Q3 2023 · All 7 New 20 Added 4 Reduced 6 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEW YORK CMNTY BANCORP INC 1,828,730.0 $18.7M 0.91% +104K +6.0% $10.23
22 AER AERCAP HOLDINGS NV Industrials 250,000.0 $18.6M 0.91% NEW $74.32 +88.1%
23 XAR SPDR SER TR 129,667.0 $17.6M 0.86% NEW $135.42 +92.4%
24 PPA INVESCO EXCHANGE TRADED FD T 185,521.0 $17.1M 0.83% NEW $92.16 +78.6%
25 KVUE KENVUE INC Consumer Defensive 554,490.0 $11.9M 0.58% NEW $21.53 -20.2%
26 GPRO GOPRO INC Technology 2,823,100.0 $9.8M 0.48% +167K +6.3% $3.47 -68.0%
27 COYA THERAPEUTICS INC 1,274,026.0 $9.4M 0.46% +806K +172.2% $7.41
28 GLPG GALAPAGOS NV Healthcare 162,578.0 $6.6M 0.32% +6K +4.0% $40.65 -32.3%
29 SHC SOTERA HEALTH CO Healthcare 336,970.0 $5.7M 0.28% $16.85 -8.1%
30 OIH VANECK ETF TRUST 9,270.0 $2.9M 0.14% +2K +33.2% $309.52 +42.3%
31 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 268,470.0 $2.8M 0.14% NEW $10.44 +238.2%
32 DANIMER SCIENTIFIC INC 2,734,580.0 $2.8M 0.14% +132K +5.1% $1.02
33 GANX GAIN THERAPEUTICS INC Healthcare 588,410.0 $1.9M 0.09% $3.26 -46.4%
34 FCG FIRST TR EXCHANGE-TRADED FD 58,540.0 $1.4M 0.07% $24.29 +26.8%
35 PDBC INVESCO ACTVELY MNGD ETC FD 96,990.0 $1.3M 0.06% $13.30 +39.9%
36 TALIS BIOMEDICAL CORP 149,052.0 $1.1M 0.05% $7.45
37 NEUBASE THERAPEUTICS INC 136,350.0 $101K 0.01% $0.74
38 NUVB NUVATION BIO INC Healthcare 34,995.0 $53K 0.00% $1.51 +212.6%
39 NUVATION BIO INC 100,000.0 $6K $0.06
40 KATAPULT HOLDINGS INC 262,227.0 $2K $0.01
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 39.9%
Financial Services 17.7%
Technology 13.5%
Healthcare 13.2%
Energy 6.8%
Industrials 4.2%
Basic Materials 4.0%
Consumer Defensive 0.7%