Below are returns from David Einhorn’s Greenlight RE and Dan Loeb’s  Third Point RE

As of 31-October-2014, the largest disclosed long positions in GLRE’s investment portfolio are Apple, gold, Marvell Technology, Micron Technology, Resona Holdings and SunEdison; our investment portfolio is approximately 111% long and 64% 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:

October 2014: 2.1%

Net Quarterly Returns:

 2014 2013 2012 2011 2010
1st……….    (0.7)%    5.8%  6.5%    (3.4)% (1.9)%
2nd………    8.1 2.0 (3.3) (1.9) 2.6
3rd……….  (3.7) 4.0 8.8 0.1 3.6
4th……….      2.1(2)  6.6 (4.4) 7.6 6.5
Full Year     5.4(3)
19.6 7.1 2.1  11.0 

Third Point

October
-1.3%

YTD 2014  +4.2%

2014 10 October Monthly Report TPRE v001 s6dl3p


Einhorn Up 2.1% In October, While Loeb Down 1.3%
Source: InsiderMonkey