David Einhorn's Greenlight Capital is out with their quarterly letter. In the ltter they reveal that they returned -3.2% in Q2 and are up 3.4% net YTD. During the quarter they revealed that they sold DELL (NYSE:DELL) and Best Buy (NYSE:BBY). Their largest positions are Apple, General Motors, Gold, Marvell Technology, and Seagate Technology. They also discuss new positions in Cigna (NYSE:CI) and Coventry Health Care (NYSE:CVH).
Greenlight Capital - 2012.07.23