Todor Kostov's avatar
$5.4m follower assets
David Einhorn's Greenlight Capital 2022 Performance
Total Gross Alpha of 51%.

Total Net Performance of 36.6%


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Source: Greenlight Capital


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Source: Greenlight Capital
Benjamin Tan's avatar
Wonder if he shorted $TSLA in 2022 - would have finally worked out for him after years !
Todor Kostov's avatar
@consumeowntech The fund has a policy of not disclosing individual shorts.

Below is the overall track record of the fund short positions since 2014.


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Source: Greenlight Capital
Benjamin Tan's avatar
@kostofff At one point - perhaps during 2021 - he stopped shorting $TSLA, after getting burnt when stock price ran up quickly !
Todor Kostov's avatar
@consumeowntech I think so. It should be featured as a comment in his previous letters as vaguely as I remember.
Rihard Jarc's avatar
@kostofff interesting is this a new policy since the Gamestop stuff or old one? Even is the regular filings they don't need to disclose?
Todor Kostov's avatar
@rihardjarc I think he ended his elaborated discussions in the letters on the shorts rather than anything else. The short squeezes a couple of years ago might have played a part as well. I am not so sure about the SEC filings.
Rihard Jarc's avatar
@kostofff the short squeeze drama probably did play a role. I think it changed the view on shorting in many people. Now for shorting it's not enough to be smart you also have to be low key.
Todor Kostov's avatar
@rihardjarc You always have to be a good poker player - keep your hands close by your chest, no need for publicity.
Brett Schafer's avatar
Pretty darn good. A true hedge fund
Todor Kostov's avatar
@ccm_brett Very good performance last year after a prolonged period of suboptimal results.

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