BOSTON ( TheStreet) -- David Einhorn, manager of long-short hedge fund Greenlight Capital, held a concentrated portfolio of 38 stocks at the end of the first quarter. Greenlight has returned upwards of 22% a year since its 1996 inception, underscoring Einhorn's investment acumen. His portfolio underwent a dramatic change during the last quarter.
| David Einhorn (Greenlight Capital)
He amplified five positions:
Einhorn reduced his stakes in 11 stocks, most notably:
He grew even more pessimistic about seven stocks, holdings from the fourth-quarter, which the fund completely sold out of:
Everest Re Group
In contrast, Einhorn grew particularly bullish on seven stocks during the quarter, building new positions in:
(DOX - Get Report)
(HCA - Get Report)
(CVS - Get Report)
Here is a closer look at three more of Einhorn's new positions. These three stocks may be worth consideration for individual investors.