15 Under-the-Radar Picks from David Einhorn That Are Quietly Dominating 2026

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14. Slide Insurance Holdings, Inc. (NASDAQ:SLDE)

Greenlight Capital’s Stake: $22 Million 

Increase in Share Price Over Past Six Months: 22%

Slide Insurance Holdings, Inc. (NASDAQ:SLDE) is a new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned 1.1 million shares in the firm. The company provides property and casualty insurance services in the United States. It writes coastal specialty personal lines insurance, including homeowners, condominium unit owners, commercial residential, and other products, as well as offers reinsurance and insurance agency services.

Slide Insurance Holdings, Inc. (NASDAQ:SLDE) has an uncanny ability to scale rapidly while maintaining elite profitability levels. The company reported full-year 2025 gross premiums written of $1.80 billion, a 34.6% increase year-over-year. It ended 2025 with a combined ratio of 52.1% and a staggering return on equity (ROE) of 57.4%, levels that far outpace traditional legacy insurers. The company has beaten analyst EPS estimates in each of its last three reported quarters, including a massive beat last quarter, $1.23 actual versus $0.87 estimated. The firm has a shareholder-friendly capital allocation strategy. In March, Slide authorized a new $125 million stock repurchase program immediately after completing an initial $120 million buyback, which retired over 7 million shares. Funds view these back-to-back authorizations as a strong signal of confidence in cash flow.

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