Greenlight Capital 13F holdings, Q2 2000
Holdings as of June 30, 2000 · filings on SEC EDGAR · latest filing →
Greenlight Capital disclosed 30 US equity positions worth $225.5m in its Q2 2000 13F filing. The largest position was AGRIBRANDS INTL at 11.3% of the reported book, followed by M D C HLDGS INC and RECKSON SVC INDS. Against the Q1 2000 filing, it opened 6 new positions, added to 7 and reduced 6 among the top 30 holdings.
What did Greenlight Capital own in Q2 2000? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2000 |
|---|---|---|---|---|---|---|---|
| 1 | AGRIBRANDS INTL | 11.3% | $25.5m | 608,400 | -29% | reduced | |
| 2 | M D C HLDGS INC | 9.2% | $20.8m | 1,115,000 | 0% | held | |
| 3 | RECKSON SVC INDS | 8.4% | $19.0m | 893,600 | 25% | added | |
| 4 | STANCORP FINL | 7.8% | $17.5m | 545,100 | 0% | held | |
| 5 | MAGNA ENTMT CORP | 7.7% | $17.3m | 2,657,700 | 28% | added | |
| 6 | MERC MERCER INTL INC SH BEN INT | Basic Materials | 6.2% | $14.0m | 1,688,700 | 0% | held |
| 7 | TDY TELEDYNE | Technology | 5.2% | $11.7m | 700,000 | 0% | held |
| 8 | NAVIGANT INTL INC | 4.8% | $10.9m | 1,130,500 | – | new | |
| 9 | LONE STAR | 4.7% | $10.7m | 1,055,600 | -3% | reduced | |
| 10 | SPLASH TECHNOLOGY | 4.7% | $10.6m | 1,340,500 | 170% | added | |
| 11 | INSIGNIA FINL GROUP | 4.5% | $10.1m | 1,013,000 | – | new | |
| 12 | ASSISTED LIVING SB DB | 3.2% | $7.3m | 137,500 | -99% | reduced | |
| 13 | BNC MTG INC | 2.9% | $6.4m | 665,400 | 0% | held | |
| 14 | EME EMCOR GROUP INC | Industrials | 2.8% | $6.3m | 271,400 | 0% | held |
| 15 | UICI | 2.5% | $5.7m | 865,100 | -1% | reduced | |
| 16 | HAMILTON BANCORP | 2.2% | $4.9m | 277,600 | 4% | added | |
| 17 | VISTEON CORP | 2.2% | $4.8m | 400,000 | – | new | |
| 18 | MEI METHODE ELECTRS INC | Technology | 1.7% | $3.9m | 100,000 | – | new |
| 19 | SNYDER | 1.6% | $3.6m | 150,000 | 0% | held | |
| 20 | AMERUS LIFE HLDGS | 1.6% | $3.6m | 172,700 | 0% | held | |
| 21 | FPIC INS GROUP | 1.0% | $2.3m | 148,200 | 51% | added | |
| 22 | OPTI INC | 0.8% | $1.9m | 361,700 | 47% | added | |
| 23 | UCBH HOLDINGS INC | 0.7% | $1.7m | 62,333 | -69% | reduced | |
| 24 | CONSOLIDATED | 0.7% | $1.6m | 389,100 | -32% | reduced | |
| 25 | NEOPHARM INC | 0.4% | $945.0k | 48,200 | 0% | held | |
| 26 | OMTOOL LTD | 0.4% | $943.0k | 603,300 | – | new | |
| 27 | ASSISTED LIVING | 0.3% | $684.0k | 1,093,600 | 0% | held | |
| 28 | ASSISTED LIVING SB DB | 0.2% | $520.0k | 10,000 | 900% | added | |
| 29 | DAISYTEK INTL CORP | 0.1% | $283.0k | 30,000 | – | new | |
| 30 | NCRIC GROUP INC | 0.1% | $129.0k | 17,500 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.