David Einhorn’s latest shareholder letter (Q311).

Top holdings as of Q2 from http://www.dataroma.com

Stock % of portfolio Shares Recent activity Reported Price*
hist PFE – Pfizer Inc. 10.87 23,454,098 Reduce 6.01% $20.60
hist MSFT – Microsoft Corp. 8.67 14,819,042 Add 63.40% $26.00
hist AAPL – Apple Inc. 8.14 1,077,500 Add 28.66% $335.67
hist S – Sprint Nextel Corp. 6.78 55,900,000 $5.39
hist CFN – CareFusion Corp. 5.82 9,524,724 Reduce 4.99% $27.17
hist TRV – Travelers Companies Inc. 5.51 4,198,211 $58.38
hist ESV – ENSCO PLC 5.06 4,223,604 Reduce 4.15% $53.30
hist BBY – Best Buy Co. Inc. 4.87 6,887,600 Add 14.79% $31.41
hist BDX – Becton Dickinson 4.52 2,331,598 $86.17
hist STX – Seagate Technology 4.18 11,505,373 Add 251.96% $16.16

Einhorn this quarter bought CBS, GM and Marvel. He sold out of Pfizer (his largest holding), BP, and covered his AMED short. Apple is now Einhorn’s largest position.

Below is the Q3 shareholder letter:

Greenlight-Q3-2011

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H/T to MarketFolly