Inside David Einhorn’s eclectic stock portfolio: The value investor shuns AI in favor of a unique mix of companies
Greenlight Capital’s David Einhorn has been vocal about his concerns around artificial intelligence driving overvaluation in the stock market. His fund’s latest moves reflect those views. Einhorn spent tens of millions of dollars buying shares of Graphic Packaging , Capri Holdings and healthcare stocks in the fourth quarter of 2025, avoiding big tech names and …