We will not do our monthly analysis of David Einhorn’s postions and returns, since we have had a lot of great Einhorn coverage in the past few days (see the intern story, and investor day audio), and positions have not changed much; just a bit from Loeb and Einhorn below.

Via Greenlight RE

As of 31-May-2014, the largest disclosed long positions in our investment portfolio are Alpha Bank A.E., Apple, gold, Marvell Technology, Micron Technology and Oil States International; our investment portfolio is approximately 112% long and 68% short.  All exposure information is calculated on a delta adjusted basis and excludes credit default swaps, interest rate swaps, sovereign debt, currencies, commodities, and derivatives on any of these instruments.

Net Monthly Returns:

May 2014: 2.0%

Net Quarterly Returns:

 20142013201220112010
1st……….     (0.7)%   5.8% 6.5%   (3.4)%(1.9)%
2nd………       6.2(2)2.0(3.3)(1.9)2.6
3rd……….      —4.08.80.13.6
4th……….   —6.6(4.4)7.66.5
Full Year    5.4(3)
19.67.12.1 11.0 

Via Third Point Re

May YTD 2014
+1.7% +3.7%

UPDATE: June 2nd 2014 7:22 PM EST Loeb’s portfolio summary added below

2014-05 May Monthly Report TPRE_v001_y4fb4x

Third Point May Monthly Report TPRE