In this article, we discuss the Under-the-Radar Picks from David Einhorn That Are Quietly Dominating 2026.
David Einhorn, the founder and president of Greenlight Capital, is widely regarded as one of the most intellectually rigorous and disciplined value investors of his generation. Since launching Greenlight in 1996 with less than $1 million, Einhorn has built a legendary career defined by a dual-competence in long-biased value investing and high-conviction short selling. His approach is rooted in intensive fundamental research, seeking a misvaluation where the market has fundamentally misunderstood a company’s capital structure, earnings potential, or management integrity. Einhorn’s prowess is perhaps best exemplified by his short-selling Hall of Fame. He gained international fame for his prescient 2002 short of Allied Capital and his 2008 call on the impending collapse of Lehman Brothers. Unlike many permabears, Einhorn’s shorts are not based on market timing but on forensic accounting and identifying structural flaws.
READ MORE: Billionaire Brian Higgins’ 10 Stock Picks With Huge Upside Potential.
His presentations at the Sohn Investment Conference are considered market-moving events, capable of wiping out billions in market cap within minutes of his stage appearance. On the long side, Einhorn is known for his immense patience and willingness to hold unloved stocks for years. As of the end of the fourth quarter of 2025, his portfolio continues to reflect a contrarian streak, with significant positions in old economy sectors like energy and materials, most notably DHT Holdings and Green Brick Partners. In recent years, he has successfully adapted to a market dominated by passive indexing and AI-driven growth. He has shifted toward companies with high shareholder yields, prioritizing massive buybacks and dividends over speculative growth. His quarterly investor letters are essentially masterclasses in equity analysis, often challenging the prevailing consensus of the Federal Reserve or Silicon Valley.
Our Methodology
To compile our list of the under the radar stocks to buy according to billionaire David Einhorn, we reviewed the latest 13F filings of Greenlight Capital. Data for the hedge fund sentiment surrounding each stock was taken from Insider Monkey’s Q4 2025 database of 1041 elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
Under-the-Radar Picks from David Einhorn That Are Quietly Dominating 2026
15. TD SYNNEX Corporation (NYSE:SNX)
Greenlight Capital’s Stake: $8 Million
Increase in Share Price Over Past Six Months: 45%
TD SYNNEX Corporation (NYSE:SNX) first appeared in the 13F portfolio of Greenlight Capital in the third quarter of 2020. Back then, this position comprised just under 550,000 shares. Thereafter, the fund started trimming the stake, reducing it by 63%, 26%, and 27% in the coming quarters before selling it off completely. A new position in the stock was then opened in the fourth quarter of 2024. This comprised 53,000 shares. Filings for the fourth quarter of 2025 show that the fund owned more than 56,000 shares in the firm, up 44% compared to filings for the third quarter of 2025. TD SYNNEX operates as a distributor and solutions aggregator for the information technology ecosystem in the United States, Europe, and internationally.
TD SYNNEX Corporation (NYSE:SNX) is attracting interest from elite investors due to Hyve Solutions, the data center infrastructure arm of the firm. In Q1 2026, Hyve’s volume grew by a staggering 95% year-over-year, reaching $3.8 billion. Operating income for the unit rose 66%. Hyve provides hyperscale services and AI-enabled servers. Hedge funds view this as a pure-play way to capture AI spending without the extreme volatility of chipmakers. The company reported Q1 non-GAAP EPS of $4.73, crushing the estimate of $3.32 by 42%. Revenue hit $17.2 billion, exceeding forecasts by $1.6 billion. Gross margins expanded by 43 basis points to 7.3%, proving that the company can maintain pricing power even while scaling rapidly.
