David Einhorn's Greenlight Capital adds Rivian, Concentrix, sheds TD Synnex
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David Einhorn's hedge fund, Greenlight Capital, added stakes in Rivian Automotive (NASDAQ:RIVN) with ~74K shares and Concentrix (NASDAQ:CNXC) with ~45K shares during Q2, while it shed its holdings in a number of stocks, including TD Synnex (NYSE:SNX), Intel (NASDAQ:INTC), Gulfport Energy (NYSE:GPOR), and Playstudios (NASDAQ:MYPS), according to its 13F filing.

Among holdings increased during the quarter were: Consol Energy (NYSE:CEIX) to ~1.64M shares from ~1.47M shares, Kyndryl Holdings (NYSE:KD) to ~5.37M shares from ~2.42M shares, and SPDR Gold Trust ETF (NYSEARCA:GLD) to ~275K shares from 183K shares.
Note that in June Einhorn said gold prices may go "much higher.

It reduced its holdings in Teck Resources (NYSE:TECK) to 2.01M shares from ~2.98M, Change Healthcare (NASDAQ:CHNG) to 1.30M shares from ~3.75M, Chemours (NYSE:CC) to 700K shares from 2.14M, and Bright House Financial (NASDAQ:BHF) to 3.50M shares from ~3.64M , among others.
Greenlight Capital returned 8.4% in Q2 2022 and 13.2% for the first half of the year, Greenlight Capital said in its Q2 letter to investors