Greenlight Capital Announces Q2 2025 Trades: New Positions in FLR and VSCO, Exit From VTRS - Amgen (NASDAQ:AMGN)

Zinger Key Points Greenlight Capital shifts its portfolio, betting on construction and fashion while parting ways with medical imaging. Einhorn's hedge fund optimizes its investment strategy, signaling confidence in new picks and skepticism in former holdings. See what Wall Street is buying with instant access to ratings on 1,000 top stocks, including Goldman Sachs, Morgan Stanley, and more. Unlock all ratings now.

In the latest investment moves, Greenlight Capital GLRE , led by David Einhorn, has disclosed its Q2 2025 13F filing trades.

The hedge fund has established new stakes in Fluor Corp.  FLR and Victoria’s Secret & Co.  VSCO , while exiting its position in Varex Imaging Corp.  VTRS .

Greenlight Capital’s Q2 2025 13F filing reveals that the hedge fund bought 760.6K shares of Fluor Corp. and 168.3K shares of Victoria’s Secret & Co.

Simultaneously, Greenlight decided to part ways with Varex Imaging Corp. The fund also made significant adjustments to its existing stakes, adding to its shares in Albireo Pharma Inc.  ABIO and Amgen Inc.  AMGN , while reducing its holdings in Activision Blizzard Inc.  ATVI and Bristol Myers Squibb Co.  BMY .

Also Read: Buffett’s Stock Sales Point To Overvalued Market, Says Hedge Fund Manager David Einhorn: ‘Not A Great Time To Have A Lot Of Equity Exposure’

Greenlight Capital’s Q2 2025 trades provide an insight into the hedge fund’s investment strategy and market outlook. The new positions in Fluor and Victoria’s Secret indicate a potential confidence in these companies’ future performance.

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The exit from Varex Imaging, on the other hand, might suggest a less optimistic view of the company’s prospects.

Furthermore, the adjustments to Greenlight’s existing stakes reflect the fund’s dynamic investment approach, aimed at optimizing returns.

The increased stakes in Albireo Pharma and Amgen suggest a positive outlook for these biopharmaceutical companies, while the reduced holdings in Activision Blizzard and Bristol Myers Squibb might indicate a more cautious stance towards these firms.

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Image: Shutterstock/Trong Nguyen

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Edge Rankings

Momentum 28.89 Growth 44.91 Quality 67.97 Value 24.02

Price Trend

Short Medium Long Overview BMY Bristol-Myers Squibb Co $48.50 1.44% FLR Fluor Corp $42.40 2.05% GLRE Greenlight Capital Re Ltd $12.66 -1.02% VSCO Victoria's Secret & Co $22.30 -0.54% VTRS Viatris Inc $10.64 -0.47% Market News and Data brought to you by Benzinga APIs

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Posted In: News Top Stories Markets 13F filing Greenlight Capital Wizards