Dan Loeb and David Einhorn are off to rough start for the year, as we noted earlier.
Loeb down 2.3% in January, Einhorn minus 2.8% – Greenlight Q4 here http://t.co/FlIdQtaGS3 $$
— ValueWalk (@valuewalk) January 31, 2015
Since we got Loeb’s stat sheet we decided to post on the site. Stay tuned for Loeb Q4 letter any day…
UPDATE: 2/3/2015 Ackman returns 0.6% in January – stat sheet below
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David Einhorn returns
Net Monthly Returns:
January 2015: (2.8)%
Net Quarterly Returns:
|Full Year||(2.8)(3)|| 8.8
As of 31-January-2015, the largest disclosed long positions in the investment portfolio are Apple, Consol Energy, gold, Marvell Technology, Micron Technology and SunEdison; our investment portfolio is approximately 104% long and 73% 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.
Dan Loeb ?2.3%