13F-HR 1 d12720e13fvhr.txt FORM 13F - HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended December 31, 2003. Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Greenlight Capital, Inc. Address: 420 Lexington Avenue, Suite 1740 New York, NY 10170 13F File Number: 28-7484 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: David Einhorn Title: President Phone: (212) 973-1900 Signature, Place, and Date of Signing: /s/ DAVID EINHORN New York, New York February 17, 2004 ----------------- ------------------ ----------------- Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 28 Form 13F Information Table Value Total: $1,113,497 List of Other Included Managers: No. 13F File Number Name --- --------------- ---- FORM 13F INFORMATION TABLE

------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------------------------------------------------------------------------------------------------------------ NAMES OF TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY ISSUER CLASS CUSIP [x$1000] PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------------------------------------------------------------------------------------------------------------ ALLSTREAM INC CL B LT 02004C204 50,170 874,800 SH SOLE 874,800 VTG SH AG SVCS AMER INC COM 001250109 5,942 700,682 SH SOLE 700,682 ADVANCED MEDICAL OPTICS INC COM 00763M108 61,308 3,120,000 SH SOLE 3,120,000 AMERICAN HOME MTG INVT CORP COM 02660R107 7,584 336,900 SH SOLE 336,900 ATARI INC COM 04651M105 966 230,000 SH SOLE 230,000 BEAZER HOMES USA INC COM 07556Q105 25,528 261,400 SH SOLE 261,400 CENDANT CORPORATION COM 151313103 66,810 3,000,000 SH SOLE 3,000,000 CIRCUIT CITY STORE INC COM 172737108 11,198 1,105,400 SH SOLE 1,105,400 COUNTRYWIDE FINANCIAL CORP COM 222372104 40,453 533,334 SH SOLE 533,334 FOOT LOCKER INC COM 344849104 9,973 425,300 SH SOLE 425,300 IDT CORP CL B 448947309 90,283 3,903,300 SH SOLE 3,903,300 IGEN INC COM 449536101 19,863 337,400 SH SOLE 337,400 INFINITY PPTY & CAS CORP COM 45665Q103 6,438 194,800 SH SOLE 194,800 M D C HLDGS INC COM 552676108 171,868 2,664,619 SH SOLE 2,664,619 MASSEY ENERGY CORP COM 576206106 24,097 1,158,500 SH SOLE 1,158,500 MERCER INTL INC SH BEN INT 588056101 15,986 2,517,500 SH SOLE 2,517,500 MEDCO HEALTH SOLUTIONS INC COM 58405U102 37,454 1,101,900 SH SOLE 1,101,900 MI DEVS INC CL A SUB 55304X104 132,062 4,730,000 SH SOLE 4,730,000 VTG

------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------------------------------------------------------------------------------------------------------------ NAMES OF TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY ISSUER CLASS CUSIP [x$1000] PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------------------------------------------------------------------------------------------------------------ NORTH AMERN SCIENTIFIC INC COM 65715D100 5,230 498,100 SH SOLE 498,100 NEW CENTURY FINANCIAL CORP COM 64352D101 99,240 2,501,650 SH SOLE 2,501,650 NEOMAGIC CORP COM 6404971O3 2,952 1,017,900 SH SOLE 1,017,900 NATUZZI S.P.A. ADR 63905A101 4,487 445,100 SH SOLE 445,100 PMI GROUP INC COM 69344M101 32,915 884,100 SH SOLE 884,100 PATINA OIL & GAS CORP COM 7032241O5 107,492 2,194,156 SH SOLE 2,194,156 PLAINS EXPL & PRODTN CO LP COM 726505100 8,581 557,600 SH SOLE 557,600 WELLCHOICE INC COM 949475107 17,398 504,300 SH SOLE 504,300 WASHINGTON GROUP INTL INC COM NEW 938862208 18,347 540,097 SH SOLE 540,097 YUM BRANDS INC COM 988498101 38,872 1,130,000 SH SOLE 1,130,000