Warner Bros. Discovery, Inc.

Deckers Outdoor Corporation

Henry Schein, Inc.

HP Inc.

Victoria's Secret & Co.

David Einhorn, the founder of hedge fund Greenlight Capital, seriously <a href="https://www.sec.gov/Archives/edgar/data/1489933/0001172661-26-001122-index.html">revamped</a> his portfolio last quarter, almost completely getting rid of HP securities in favor of companies from the industrial sector and media business. The most notable deal was the purchase of shares of Warner Bros. Discovery. Over the past quarter, the value of the fund's public portfolio <a href="https://seekingalpha.com/article/4853256-tracking-david-einhorns-greenlight-capital-portfolio-q3-2025-update">grew by </a>12% to $2.85 billion.

Movies, running and AI skepticism: what the investor who predicted Lehman's collapse changed in his portfolio

Gold is displacing US government bonds and becoming a key global reserve asset, says David Einhorn, founder of Greenlight Capital. According to the investor, irrational fiscal policy of Washington and overheated stock market deprive traditional instruments of fundamental support. Under these conditions, the investor chooses precious metals and bets on aggressive rate cuts by the Fed - a scenario that the market is still underestimating.

Reserve asset #1: why does David Einhorn favor gold over Treasuries?

GoldMining Inc.

Legendary investors argue over gold's value while major banks raise forecasts to $5,000 an ounce