David Einhorn and Greenlight Capital’s Biggest Healthcare Stock Holdings

Following is information regarding Greenlight Capital’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011.

  • Pfizer, Inc. (NYSE:PFE): On 6/30/11 Greenlight Capital reported holding 23,454,098 shares with a market value of $483,154,428. This comprised 10.48% of the total portfolio. On 9/30/11, Greenlight Capital held 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. The net change in shares for this position over the two quarters is -23,454,098. About the company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Carefusion Corporation (NYSE:CFN): On 6/30/11 Greenlight Capital reported holding 9,524,724 shares with a market value of $258,786,752. This comprised 5.61% of the total portfolio. On 9/30/11, Greenlight Capital held 12,799,424 shares with a market value of $306,546,215. This comprised 6.63% of the total portfolio. The net change in shares for this position over the two quarters is 3,274,700. About the company: CareFusion Corporation provides health care products and services. The Company offers products that focus on breaking the cycle of harmful medication errors and reducing hospital acquired infections. CareFusion’s products include IV pumps, automated dispensing and patient identification systems, electronic infection surveillance service, and ventilation and respiratory products.
  • HCA Holdings, Inc. (NYSE:HCA): On 6/30/11 Greenlight Capital reported holding 2,935,000 shares with a market value of $96,855,000. This comprised 2.10% of the total portfolio. On 9/30/11, Greenlight Capital held 5,610,000 shares with a market value of $113,097,599. This comprised 2.44% of the total portfolio. The net change in shares for this position over the two quarters is 2,675,000. About the company: HCA Holdings, Inc. operates hospitals. The Company operates acute care hospitals, outpatient facilities, clinics and other patient care delivery settings. HCA operates hospitals in the United States and the United Kingdom.
  • Becton Dickinson & Co. (NYSE:BDX): On 6/30/11 Greenlight Capital reported holding 2,331,598 shares with a market value of $200,913,795. This comprised 4.36% of the total portfolio. On 9/30/11, Greenlight Capital held 1,541,798 shares with a market value of $113,044,629. This comprised 2.44% of the total portfolio. The net change in shares for this position over the two quarters is -789,800. About the company: Becton, Dickinson and Company manufactures and sells a variety of medical supplies and devices and diagnostic systems. The Company’s products are used by health care professionals, medical research institutions, and the general public. Becton’s products are marketed worldwide.
  • CVS Caremark Corporation (NYSE:CVS): On 6/30/11 Greenlight Capital reported holding 3,275,000 shares with a market value of $123,074,506. This comprised 2.67% of the total portfolio. On 9/30/11, Greenlight Capital held 3,364,600 shares with a market value of $113,016,915. This comprised 2.44% of the total portfolio. The net change in shares for this position over the two quarters is 89,600. About the company: CVS Caremark Corporation is an integrated pharmacy health care provider. The Company’s offerings include pharmacy benefit management services; mail order, retail and specialty pharmacy; disease management programs; and retail clinics. The company operates drugstores throughout the U.S., the District of Columbia, and Puerto Rico.
  • Furiex Pharmaceuticals, Inc. (NASDAQ:FURX): On 6/30/11 Greenlight Capital reported holding 490,000 shares with a market value of $8,717,100. This comprised 0.19% of the total portfolio. On 9/30/11, Greenlight Capital held 490,000 shares with a market value of $6,972,700. This comprised 0.15% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Furiex Pharmaceuticals Inc. is a drug development company. The company partners with pharmaceutical and biotechnology companies and has a diversified product portfolio and pipeline with multiple therapeutic candidates including late-stage assets and a product on the market.

(Note: Data regarding Greenlight Capital’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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