Greenlight Capital reportedly takes position in Comcast (CMCSA), Fortune Brands (FBIN), and PayPayl (PYPL) in Q2, according to SeekingAlpha

Greenlight Capital reportedly takes position in Comcast (CMCSA), Fortune Brands (FBIN), and PayPayl (PYPL) in Q2, according to SeekingAlpha.

Position disclosures of this kind typically surface through quarterly 13F filings, which arrive with a lag of roughly six weeks and can be followed by weeks of additional drift, so the positions described here may no longer reflect current holdings. Greenlight under Einhorn has a long record as a concentrated value investor whose disclosed longs have historically drawn follow-on interest in less crowded names, though the fund's high-profile campaigns have had a mixed record on timing, and a 13F print says nothing about entry price, sizing relative to the book, or whether the position is hedged. The three names read as a consistent value-screen cohort rather than activist targets: large-cap cash generative businesses trading at depressed multiples, a profile that fits the fund's prior form of arguing the market undervalues such franchises. The distinction that matters is passive accumulation versus a precursor to engagement; nothing in a bare position report indicates the latter, and Einhorn's activist episodes have historically been flagged by letters and public commentary rather than by filings alone. Worth noting is whether sizing is disclosed as meaningful versus a stub, and whether the fund's own quarterly letter elaborates a thesis, which is where the fund has historically made its case.