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

Page 6 of 10

10. Henry Schein, Inc. (NASDAQ:HSIC)

Greenlight Capital’s Stake: $36 Million 

Increase in Share Price Over Past Six Months: 22%

Henry Schein, Inc. (NASDAQ:HSIC) is a new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned 460,000 shares in the firm. The company provides health care products and services to office-based dental and medical practitioners worldwide. It distributes infection-control products, handpieces, preventatives, impression materials, composites, anesthetics, teeth, gypsum, acrylics, and articulators. It also markets and sells a portfolio of consumable merchandise under a corporate brand. It serves dental practices, laboratories, physician practices, and ambulatory surgery centers, as well as government, institutional health care clinics, and home health providers.

Henry Schein, Inc. (NASDAQ:HSIC) is attracting interest from Wall Street bigwigs amid a leadership transition. The firm recently appointed Fred Lowery as CEO. Lowery joins from Thermo Fisher Scientific, a company lauded by hedge funds for operational efficiency. Funds are betting that Lowery will bring a Thermo-style culture of execution to Henry Schein, focusing on margin expansion and high-growth specialty segments. The company also has a new strategy to boost profitability. Launched in early 2026, the Value Creation Plan aims for over $200 million in operating profit improvements through pricing optimization and back-office consolidation. CFO Ronald South has indicated that savings from these initiatives are expected to exceed the required investments as early as the second half of 2026, providing a clear path for earnings growth.

Page 6 of 10