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

3. Victoria’s Secret & Co. (NYSE:VSCO)

Greenlight Capital’s Stake: $94 Million 

Increase in Share Price Over Past Six Months: 52%

Victoria’s Secret & Co. (NYSE:VSCO) first appeared in the 13F portfolio of Greenlight Capital in the third quarter of 2023. Back then, this position comprised just a little over 67,000 shares. By the second quarter of 2022, the fund had grown this stake to more than 740,000 shares. However, by early 2023, it had sold off this holding completely. A new position in the firm was then opened in the second quarter of 2025. This comprised 887,000 shares. In the third quarter of 2025, the firm added to this stake by close to 117%, growing it to under just 2 million shares. Filings for the fourth quarter of 2025 show that the fund owned 1.7 million shares in the company, down 10% compared to filings for the previous quarter.

Victoria’s Secret & Co. (NYSE:VSCO) is being rewarded by elite investors for delivering strong financial performance. In March, the company reported adjusted EPS of $2.77, beating analyst estimates of $2.47. Revenue hit $2.27 billion, representing 8% year-over-year growth. Despite a contracting overall intimates market, the firm gained over 1% of market share in the latest quarter, signaling that the Path to Potential strategy is working. The company operates as a specialty retailer of women’s intimate, and other apparel and beauty products worldwide. It offers bras, panties, lingerie, casual sleepwear, apparel, lounge, sport, and swim products, as well as prestige fragrances and body care products.