In its third-quarter letter to investors, David Einhorn's Greenlight Capital disclosed that it took new long positions in Synnex (SNX) and NCR Corp. (NCR) as well as Germany's AMS AG (AMSSY).

"The Greenlight Capital funds returned 5.9% in the third quarter compared to 8.9% for the S&P 500 Index. [...] Green Brick Partners (GRBK) was the primary driver of this quarter's results. The shares advanced from $11.85 to $16.10. Housing appears to be a major beneficiary from the pandemic, as low-interest rates combined with an expanded preference for single-family detached housing has spurred demand. [...]

We established medium-sized new long positions in Synnex, AMS AG, and NCR Corporation. [...] We did not have any significant portfolio exits," the letter reads. "At quarter-end, the largest disclosed long positions in the Partnerships were AerCap [AER], Atlas Air Worldwide [AAWW], Brighthouse Financial [BHF], Change Healthcare [CHNG] and Green Brick Partners.

The Partnerships had an average exposure of 138% long and 80% short," Greenlight's letter to investors stated.