Greenlight Capital’s 2011 Q3 investor letter is out. David Einhorn sold out his stakes in Pfizer (PFE) and BP. He is now bullish about CBS, General Motors (GM), and Marvel (MRVL). His largest positions are Apple (AAPL), gold, Gold Miners ETF (GDX), Microsoft (MSFT), and Vodafone (VOD).
Here is Greenlight Capital’s 2011 Q3 investor letter: