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:

 20142013201220112010
1st……….   (0.7)%   5.8% 6.5%   (3.4)%(1.9)%
2nd………   8.12.0(3.3)(1.9)2.6
3rd………. (3.7)4.08.80.13.6
4th……….     2.1(2) 6.6(4.4)7.66.5
Full Year    5.4(3)
19.67.12.1 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