Greenlight Capital 13F holdings, Q4 2001
Holdings as of December 31, 2001 · filings on SEC EDGAR · latest filing →
Greenlight Capital disclosed 26 US equity positions worth $477.6m in its Q4 2001 13F filing. The largest position was VISTEON CORP at 18.5% of the reported book, followed by M D C HLDGS INC and 3. Against the Q3 2001 filing, it opened 2 new positions, added to 4 and reduced 8 among the top 26 holdings.
What did Greenlight Capital own in Q4 2001? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2001 |
|---|---|---|---|---|---|---|---|
| 1 | VISTEON CORP | 18.5% | $88.1m | 5,859,100 | -1% | reduced | |
| 2 | M D C HLDGS INC | 17.0% | $81.2m | 2,148,130 | 10% | added | |
| 3 | 3 | 8.7% | $41.7m | 6,534,500 | -3% | reduced | |
| 4 | PRU PRUDENTIAL FINL INC | Financial Services | 6.6% | $31.5m | 950,000 | – | new |
| 5 | IOMEGA CORP | 6.1% | $29.2m | 3,495,000 | -67% | reduced | |
| 6 | AMERICAN PHYSICIANS | 5.2% | $25.0m | 1,149,500 | 0% | held | |
| 7 | EME EMCOR GROUP INC | Industrials | 4.5% | $21.5m | 472,500 | -10% | reduced |
| 8 | MAGNA ENTMT CORP | 4.0% | $19.0m | 2,716,600 | 0% | held | |
| 9 | MERC MERCER INTL INC SH BEN INT | Basic Materials | 3.9% | $18.8m | 2,517,500 | 0% | held |
| 10 | INSIGNIA FINL GROUP | 3.8% | $18.3m | 1,693,400 | 0% | held | |
| 11 | CNA CNA FINL CORP | Financial Services | 3.7% | $17.5m | 599,000 | 0% | held |
| 12 | WESTERN RES INC | 3.6% | $17.2m | 1,002,600 | -68% | reduced | |
| 13 | NEOPHARM INC | 2.6% | $12.5m | 499,070 | 10% | added | |
| 14 | NAVIGANT INTL INC | 2.5% | $12.2m | 1,063,000 | -13% | reduced | |
| 15 | LONE STAR | 1.8% | $8.7m | 585,400 | -26% | reduced | |
| 16 | UICI | 1.7% | $8.1m | 596,600 | 0% | held | |
| 17 | NEOMAGIC CORP | 1.3% | $6.0m | 1,711,600 | 12% | added | |
| 18 | ENDO | 1.0% | $4.6m | 396,700 | 4% | added | |
| 19 | BINDVIEW DEV CORP | 0.9% | $4.1m | 2,041,500 | 0% | held | |
| 20 | U S INDS INC NEW | 0.8% | $3.8m | 1,486,500 | -59% | reduced | |
| 21 | AKAMAI SB NT CV | 0.8% | $3.6m | 70,000 | 0% | held | |
| 22 | ELAN CORP PLC | 0.6% | $2.6m | 58,800 | 0% | held | |
| 23 | OPTI INC | 0.3% | $1.2m | 408,700 | 0% | held | |
| 24 | CELLSTAR CORP SUB NT CONV | 0.2% | $900.0k | 20,000 | 0% | held | |
| 25 | BE FREE INC | 0.1% | $239.0k | 112,700 | – | new | |
| 26 | EBT INTL INC | 0.0% | $57.0k | 271,000 | 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.