Greenlight Capital as of Dec. 31, 2003
Portfolio Holdings for Greenlight Capital
Greenlight Capital holds 28 positions in its portfolio as reported in the December 2003 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| M.D.C. Holdings (MDC) | 15.4 | $172M | 2.7M | 64.50 | |
| Mi Devs Inc cl a sub vtg | 11.9 | $132M | 4.7M | 27.92 | |
| PATINA OIL & Gas Corp | 9.7 | $108M | 2.2M | 48.99 | |
| New Century Financial Corp | 8.9 | $99M | 2.5M | 39.67 | |
| Idt Corp cl b | 8.1 | $90M | 3.9M | 23.13 | |
| Cendant Corp. | 6.0 | $67M | 3.0M | 22.27 | |
| Advanced Medical Optics | 5.5 | $61M | 3.1M | 19.65 | |
| Allstream Inc cl b lt vtg sh | 4.5 | $50M | 875k | 57.35 | |
| Countrywide Financial Corp | 3.6 | $41M | 533k | 75.85 | |
| Yum! Brands (YUM) | 3.5 | $39M | 1.1M | 34.40 | |
| Medco Health Solutions | 3.4 | $38M | 1.1M | 33.99 | |
| Pmi Group | 3.0 | $33M | 884k | 37.23 | |
| Beazer Homes USA | 2.3 | $26M | 261k | 97.66 | |
| Massey Energy Company | 2.2 | $24M | 1.2M | 20.80 | |
| Igen | 1.8 | $20M | 337k | 58.87 | |
| Washington Group Intl | 1.6 | $18M | 540k | 33.97 | |
| Wellchoice | 1.6 | $17M | 504k | 34.50 | |
| Mercer International (MERC) | 1.4 | $16M | 2.5M | 6.35 | |
| Circuit City Stores | 1.0 | $11M | 1.1M | 10.13 | |
| Foot Locker (FL) | 0.9 | $10M | 425k | 23.45 | |
| Plains Exploration & Production Company | 0.8 | $8.6M | 558k | 15.39 | |
| American Home Mortgage Investment | 0.7 | $7.6M | 337k | 22.51 | |
| Infinity Property and Casualty | 0.6 | $6.4M | 195k | 33.05 | |
| VTG SH Ag Svcs Amer | 0.5 | $5.9M | 701k | 8.48 | |
| North Amern Scientific | 0.5 | $5.2M | 498k | 10.50 | |
| Natuzzi, S.p.A | 0.4 | $4.5M | 445k | 10.08 | |
| Neomagic Corp | 0.3 | $3.0M | 1.0M | 2.90 | |
| Atari | 0.1 | $966k | 230k | 4.20 |
