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

9. Spectrum Brands Holdings, Inc. (NYSE:SPB)

Greenlight Capital’s Stake: $39 Million 

Increase in Share Price Over Past Six Months: 49%

Spectrum Brands Holdings, Inc. (NYSE:SPB) is a new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned 663,000 shares in the company. The firm operates as a branded consumer products and home essentials company in North America, Europe, the Middle East, Africa, Latin America, and Asia-Pacific regions. It provides home appliances under the Black & Decker, Russell Hobbs, George Foreman, PowerXL, Emeril Legasse, Copper Chef, Juiceman, and Breadman brands. The company sells these products through retailers, e-commerce and online retailers, wholesalers, and distributors.

Spectrum Brands Holdings, Inc. (NYSE:SPB) is being rewarded by elite investors for a massive earnings beat, successful supply-chain restructuring, and aggressive share buybacks, even as the consumer staples sector faces broad headwinds. Earlier this year, the firm reported an adjusted EPS of $1.40, beating the $0.76 estimate by 85%. Along with the Q1 2026 results, the board approved a new $300 million share repurchase program. The company repurchased 0.6 million shares in Q1 alone, roughly $36 million, following a year where it returned over $375 million to shareholders. It also maintained a quarterly dividend of $0.47 per share, providing a reliable yield of approximately 2.2%.