Greenlight Capital as of March 31, 2003
Portfolio Holdings for Greenlight Capital
Greenlight Capital holds 47 positions in its portfolio as reported in the March 2003 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| M.D.C. Holdings | 10.9 | $100M | 2.6M | 38.38 | |
| Cendant Corp. | 6.4 | $59M | 4.7M | 12.70 | |
| Patina Oil & Gas Corp | 6.3 | $58M | 1.8M | 32.90 | |
| Idt Corp cl b | 6.2 | $57M | 3.8M | 15.09 | |
| New Century Financial Corp | 5.7 | $53M | 1.7M | 31.18 | |
| Arch Coal | 5.7 | $53M | 2.8M | 19.01 | |
| Stage Stores | 5.2 | $48M | 2.3M | 21.18 | |
| Liberty Media Corp-a | 4.6 | $42M | 4.3M | 9.73 | |
| Advanced Medical Optics | 4.6 | $42M | 3.1M | 13.45 | |
| Iomega Corp | 4.1 | $38M | 3.4M | 11.10 | |
| Sycamore Networks Inc Com Stk | 3.8 | $35M | 11M | 3.05 | |
| Massey Energy Company | 3.5 | $32M | 1.3M | 25.28 | |
| Endo Pharmaceuticals | 3.1 | $28M | 2.1M | 13.49 | |
| Gemstar-tv Guide Int'l | 2.4 | $22M | 6.0M | 3.70 | |
| CNA Financial Corporation (CNA) | 2.0 | $18M | 816k | 22.40 | |
| Beazer Homes USA | 1.7 | $15M | 261k | 58.81 | |
| Alloy Inc Com Stk | 1.6 | $15M | 2.9M | 5.01 | |
| MACROVISION CORP COM Stk | 1.6 | $14M | 1.2M | 11.99 | |
| CEC Entertainment | 1.5 | $14M | 500k | 27.21 | |
| Yum! Brands (YUM) | 1.4 | $13M | 550k | 24.33 | |
| McDonald's Corporation (MCD) | 1.4 | $13M | 900k | 14.46 | |
| Mercer International (MERC) | 1.3 | $12M | 2.5M | 4.83 | |
| Infinity Property and Casualty | 1.2 | $11M | 602k | 18.25 | |
| Wellchoice | 1.2 | $11M | 514k | 21.11 | |
| Dollar Thrifty Automotive | 1.1 | $9.7M | 582k | 16.65 | |
| NeoPharm (NEOL) | 1.0 | $9.6M | 834k | 11.51 | |
| SCIENTIFICS INC 5.000% 6/1 Saxon Capital | 1.0 | $9.4M | 706k | 13.31 | |
| Uici | 1.0 | $9.2M | 953k | 9.61 | |
| Monsanto Company | 0.9 | $8.2M | 500k | 16.40 | |
| Visteon Corp | 0.8 | $7.8M | 1.3M | 5.94 | |
| Washington Group Intl | 0.8 | $7.8M | 442k | 17.54 | |
| INC Silicon Graphics note 5.250% | 0.7 | $6.1M | 81k | 75.00 | |
| U. S. Industries | 0.6 | $5.9M | 1.5M | 3.96 | |
| PRODTN CO L P Providian Finl Corp sr nt cv | 0.6 | $5.9M | 75k | 79.00 | |
| 3.25%05 Safeguard note | 0.6 | $5.4M | 78k | 70.25 | |
| Silicon Graphics | 0.5 | $4.9M | 3.2M | 1.53 | |
| Plains Exploration & Production Company | 0.5 | $4.6M | 558k | 8.25 | |
| Foot Locker (FL) | 0.5 | $4.6M | 425k | 10.70 | |
| Cato Corporation (CATO) | 0.5 | $4.2M | 220k | 19.04 | |
| FINANCIAL CORP North Amern | 0.4 | $3.8M | 498k | 7.58 | |
| Neomagic Corp | 0.4 | $3.6M | 2.8M | 1.28 | |
| Sierra Pac Res | 0.3 | $2.8M | 894k | 3.18 | |
| 3com Corporation | 0.2 | $2.3M | 463k | 4.92 | |
| Activision | 0.2 | $1.7M | 118k | 14.45 | |
| OPTi | 0.1 | $519k | 382k | 1.36 | |
| Micron Technology (MU) | 0.1 | $423k | 52k | 8.13 | |
| Discovery Laboratories (DSCO) | 0.0 | $311k | 181k | 1.72 |
