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

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.

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.

13. Deckers Outdoor Corporation (NYSE:DECK)

Greenlight Capital’s Stake: $31 Million 

Increase in Share Price Over Past Six Months: 22%

Deckers Outdoor Corporation (NYSE:DECK) is a brand new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned just under 300,000 shares in the company. The firm designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. The company is viewed as a brand momentum play that is successfully scaling niche products into mass-market powerhouses. While many retail stocks have struggled with inflationary pressures, institutional investors are rewarding Deckers for industry-leading margins and the explosive growth of the HOKA brand.

READ NEXT: Billionaire Joe Edelman’s 10 Stock Picks with Huge Upside Potential.

Deckers Outdoor Corporation (NYSE:DECK) reported in early 2026 that HOKA expanded its retail footprint significantly in Europe and Asia, with analysts highlighting a 35%–40% year-over-year revenue increase for the brand. The firm has successfully shifted more of its sales to its own websites and stores. Hedge funds value this because DTC sales carry much higher margins than wholesale, shielding the company from the pricing pressures hitting other retailers. Unlike many competitors who have resorted to heavy discounting to move inventory, Deckers has maintained high levels of full-price selling for both HOKA and UGG. The firm holds one of the cleanest balance sheets in footwear, with over $1.5 billion in cash and zero debt.

12. Antero Resources Corporation (NYSE:AR)

Greenlight Capital’s Stake: $34 Million 

Increase in Share Price Over Past Six Months: 20%

Antero Resources Corporation (NYSE:AR) is a new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned over a million shares in the company. The firm operates as an independent oil and natural gas company, engaged in the development, production, exploration, and acquisition of natural gas, natural gas liquids, and oil properties in the United States. It has approximately 537,000 net acres in the Appalachian Basin; and approximately 168,000 net acres in the Upper Devonian Shale. The gathering and compression systems also comprise 731 miles of gas gathering pipelines.

A primary driver for institutional accumulation in Antero Resources Corporation (NYSE:AR) has been the successful integration of the HG Energy upstream assets, which closed in February. This acquisition added 385,000 net acres, instantly transforming the cost structure. Management has guided for production to jump from 3.4 Bcfe/d in 2025 to over 4.2 Bcfe/d by year-end 2026. Hedge funds view this transformational growth as a major tailwind for free cash flow. Bank of America and Morgan Stanley recently raised their price targets on the stock, specifically highlighting the potential to supply a rapidly growing AI data center hub in West Virginia. Unlike many peers, Antero has secured capacity to Gulf Coast LNG export facilities and the Cove Point terminal, allowing it to capture international price premiums as the global energy shift continues.

11. BKV Corporation (NYSE:BKV)

Greenlight Capital’s Stake: $35 Million 

Increase in Share Price Over Past Six Months: 45%

BKV Corporation (NYSE:BKV) is a new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned just under 1.3 million shares in the company. BKV produces and sells natural gas in the Barnett Shale in the Fort Worth Basin of Texas and in the Marcellus Shale in the Appalachian Basin of Northeast Pennsylvania. It is also involved in the gathering, processing, and transportation of natural gas, power generation, and carbon capture, utilization, and sequestration activities.

READ ALSO: 10 Best Stocks to Buy According to Billionaire Rob Citrone.

BKV Corporation (NYSE:BKV) is traditionally a natural gas producer but institutional interest in the stock has surged as the firm successfully pivots into data center power supply and carbon capture technology. Hedge funds are rewarding BKV for strategic positioning as a direct power provider for AI and data center infrastructure. It is one of the few energy companies that controls the entire value chain: upstream gas production, midstream transport, and gas-fired power generation. Analysts have highlighted that the Temple Power Plants of the firm are ideally situated to meet the urgent gigawatt-scale demand from data centers. This gas-to-power synergy provides a higher margin than selling raw natural gas at market rates. Management projects that carbon capture initiatives will be a primary revenue driver starting in 2026.

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.

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%.

8. Warner Bros. Discovery, Inc. (NASDAQ:WBD)

Greenlight Capital’s Stake: $44 Million 

Increase in Share Price Over Past Six Months: 28%

Warner Bros. Discovery, Inc. (NASDAQ:WBD) first appeared in the 13F portfolio of Greenlight Capital in the second quarter of 2022. This position comprised 1.6 million shares but was sold off completely by the next quarter. Filings for the fourth quarter of 2025 show that the fund has opened a new position in the company comprising 1.5 million shares. The firm operates as a media and entertainment company worldwide. It offers streaming services, such as HBO Max and Discovery+, and premium pay-TV services. Rival Paramount recently agreed to acquire WBD for roughly $110 billion in total enterprise value.

Warner Bros. Discovery, Inc. (NASDAQ:WBD) is turning heads on Wall Street because as competitors are still burning cash, the firm has turned Max into a profitable segment. The successful 2025/2026 rollout of Max in key European and Asian markets has provided a fresh wave of subscriber growth. Hedge funds are bullish on the super-bundles, such as the Max/Disney+/Hulu partnership, which have significantly reduced churn and lowered customer acquisition costs. Elite investors are also tracking the replacement value of the massive library of the company, comprising the DC Universe, Harry Potter, Game of Thrones. The pivot to licensing certain titles back to competitors like Netflix has provided a high-margin revenue stream that was previously untapped.

7. Roivant Sciences Ltd. (NASDAQ:ROIV)

Greenlight Capital’s Stake: $45 Million 

Increase in Share Price Over Past Six Months: 51%

Roivant Sciences Ltd. (NASDAQ:ROIV) has been a consistent feature in the 13F portfolio of Greenlight Capital since the first quarter of 2024. Back then, this position comprised 4.1 million shares. By the third quarter of 2024, the fund had grown this holding to 5.3 million shares. After the first quarter of 2025, the fund started trimming this stake. Filings for the fourth quarter of 2025 show that the fund owned a little over 2 million shares in the firm, down close to 10% compared to filings for the third quarter of 2025. Roivant is a clinical-stage biopharmaceutical company that focuses on the discovery, development, and commercialization of medicines.

Roivant Sciences Ltd. (NASDAQ:ROIV) recently announced a $2.25 billion global settlement with Moderna regarding COVID-19 vaccine patents. This non-dilutive capital injection has significantly bolstered the balance sheet of the firm. Beyond the lead candidates, hedge funds are also focused on the IMVT-1402 and Batoclimab programs of the firm. In April, Roivant released positive Phase 3 results for Batoclimab in Thyroid Eye Disease. Analysts note that the unique positioning of IMVT-1402, an investigational anti-FcRn antibody, in the auto-immune market gives the firm a structural advantage over competitors like Argenx.

6. Weatherford International plc (NASDAQ:WFRD)

Greenlight Capital’s Stake: $58 Million 

Increase in Share Price Over Past Six Months: 56%

Weatherford International plc (NASDAQ:WFRD) has been a constant feature in the 13F portfolio of Greenlight Capital since the first quarter of 2022. Back then, this position comprised 703,000 shares. By the third quarter of 2022, the fund had grown this to over 750,000 shares. A period of trimming followed, during which the fund reduced the stake to around 177,000 shares. However, in mid-2025, it started buying up the stock again. Filings for the fourth quarter of 2025 show that it owned 743,000 shares in the firm, down 22% compared to filings for the previous quarter.

Hedge funds are piling into Weatherford International plc (NASDAQ:WFRD) stock due to the ability of the firm to drive massive profits even on lower revenues. Earlier this month, the company reported an Adjusted EPS of $1.49, crushing the consensus estimate of $1.07 by nearly 40%. Despite a 3% dip in revenue due to the Iran conflict and divestitures, net income rose 42% year-over-year. Funds like the fact that Weatherford has trimmed over $150 million in costs since 2025, allowing more cash to flow to the bottom line as global activity stabilizes. The firm has announced plans to move the parent company from Ireland to Texas. The move is explicitly aimed at supporting the goal of achieving a 50% free cash flow conversion rate.

Click to continue reading and see 5 Under-the-Radar Picks from David Einhorn That Are Quietly Dominating 2026.

READ NEXT: 15 Safe Stocks to Invest In For Beginners and 10 Best Stocks to Buy According to Nancy Pelosi.

Disclosure: None. Follow Insider Monkey on Google News.