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

4. DHT Holdings, Inc. (NYSE:DHT)

Greenlight Capital’s Stake: $90 Million 

Increase in Share Price Over Past Six Months: 42%

DHT Holdings, Inc. (NYSE:DHT) has been a consistent feature in the 13F portfolio of Greenlight Capital since the third quarter of 2023. Back then, this position comprised just over 2 million shares. The fund then went on a buying spree, increasing this stake by 86%, 6%, 8%, 20%, 26%, and 15% in the coming quarters. Filings for the fourth quarter of 2025 show that the fund owned close to 7.4 million shares in the firm, down slightly compared to filings for the third quarter of 2025. DHT owns and operates crude oil tankers primarily in Monaco, Singapore, Norway, and India. The company also offers technical management services.

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Institutional investors are continuing to accumulate DHT Holdings, Inc. (NYSE:DHT) stock to capture a unique combination of soaring tanker rates and massive dividend payouts. The primary driver for interest in the firm is the geopolitical instability in the Middle East. With the Strait of Hormuz effectively closed due to the US-Iran conflict, the demand for VLCCs (Very Large Crude Carriers) to reroute oil has skyrocketed. In a bullish business update earlier this month, DHT revealed that 49% of its available spot days for Q2 have already been booked at an average rate of $189,500 per day. This is more than double the Q1 spot rates of $91,700. Hedge funds view this as a guaranteed earnings beat for the upcoming quarter, providing exceptional near-term visibility.