David Einhorn's Greenlight Capital — long/short value, famous for calling out Lehman before the collapse.
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| Issuer | CUSIP | Shares | Value |
|---|---|---|---|
| MASTERCARD INCORPORATED | 57636Q104 | 1.99M | $1.02B |
| MOODYS CORP | 615369105 | 1.16M | $524.0M |
| BROOKFIELD CORP | 11271J107 | 12.12M | $516.2M |
| KKR & CO L P DEL | 48251w104 | 4.98M | $457.2M |
| FAIR ISAAC CORP | 303250104 | 361.8K | $432.3M |
| ROPER TECHNOLOGIES INC | 776696106 | 1.18M | $398.1M |
| VISA INC | 92826C839 | 1.11M | $381.1M |
| COSTAR GROUP INC | 22160N109 | 11.70M | $331.3M |
| COPART INC | 217204106 | 7.99M | $225.1M |
| OREILLY AUTOMOTIVE INC | 67103H107 | 2.16M | $199.1M |
| AIRBNB INC | 009066101 | 1.18M | $169.4M |
| CCC INTELLIGENT SOLUTIONS HL | 12510Q100 | 29.86M | $154.1M |
| SERVICENOW INC | 81762P102 | 1.25M | $123.7M |
| SALESFORCE INC | 79466L302 | 717.8K | $112.5M |
| GOOSEHEAD INS INC | 38267D109 | 443.4K | $21.5M |
| SOPHIA GENETICS SA | H82027105 | 3.72M | $21.5M |
| SALESFORCE INC | 79466L302 | 100.0K | $15.7M |
| PERIMETER SOLUTIONS INC | 71385M107 | 250.0K | $8.9M |
| AMERICAN TOWER CORP NEW | 03027X100 | 29.3K | $4.8M |
| BERKSHIRE HATHAWAY INC DEL | 084670702 | 8.2K | $4.1M |
| Issuer | Prior shares | Latest shares | Δ Value |
|---|---|---|---|
| COSTAR GROUP INC | 10.35M | 11.70M | −$86.1M |
| SERVICENOW INC | 1.10M | 1.25M | +$9.1M |
| Issuer | Prior shares | Latest shares | Δ Value |
|---|---|---|---|
| BROOKFIELD CORP | 17.03M | 12.12M | −$172.9M |
| KKR & CO L P DEL | 6.72M | 4.98M | −$164.2M |
| OREILLY AUTOMOTIVE INC | 3.89M | 2.16M | −$159.6M |
| MASTERCARD INCORPORATED | 2.28M | 1.99M | −$117.8M |
| VISA INC | 1.64M | 1.11M | −$114.2M |
| AIRBNB INC | 2.03M | 1.18M | −$87.5M |
| ROPER TECHNOLOGIES INC | 1.26M | 1.18M | −$46.7M |
| CCC INTELLIGENT SOLUTIONS HL | 31.51M | 29.86M | −$35.0M |
| MOODYS CORP | 1.25M | 1.16M | −$19.6M |
| AMERICAN TOWER CORP NEW | 50.8K | 29.3K | −$4.0M |
View this filer's raw filings on SEC EDGAR →
Data from SEC EDGAR quarterly 13F-HR filings. 13F filings are due 45 days after quarter end and reflect equity positions only (no shorts, no options, no non-US listings). By law they lag reality by up to 6 weeks — treat as historical, not real-time.