The value of Greenlight Capital’s US long portfolio in the last reported 3Q14 13F was $6.9 billion.
JANA’s share sale also comes a day after Civeo announced that the firm faces a gloomy 2015. The company cut its financial projections due to a steep decline in oil prices.
Greenlight disclosed a new position in AerCap Holdings NV (AER). It accounts for 1.42% of the fund’s 2Q14 portfolio. Netherlands-based AerCap is an integrated global aviation company. It has a leading market position in aircraft leasing.
Relational Investors LLC was co-founded by Ralph Whitworth and David Batchelder. It filed a 13D with the SEC last week and said it acquired 11.5 million shares, or an 8.52% stake, in Manitowoc (MTW)