13F-HR 1 d10574be13fvhr.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 September 30, 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 November 14, 2003 ----------------- ------------------ ----------------- 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: 37 Form 13F Information Table Value Total: $1,046,612 List of Other Included Managers: No. 13F File Number Name --- --------------- ---- FORM 13F INFORMATION TABLE FORM 13F INFORMATION TABLE

------------------------------------------------------------------------------------------------------------------------------------ COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------------------------------------------------------------------------------------------------------------ NAME 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 ------------------------------------------------------------------------------------------------------------------------------------ AMERICAN FIN. REALTY TR COM 02607P305 7,191 510,000 SH SOLE 510,000 AMERICAN HOME MTG HLDGS INC COM 02660M108 5,919 336,900 SH SOLE 336,900 ALLSTREAM INC COM 02004C204 28,264 723,800 SH SOLE 723,800 ALLOY INC COM 019855105 14,348 2,562,200 SH SOLE 2,562,200 AG SVCS AMER INC COM 001250109 4,141 700,682 SH SOLE 700,682 ADVANCED MEDICAL OPTICS INC COM 00763M108 56,035 3,120,000 SH SOLE 3,120,000 BEAZER HOMES USA INC COM 07556Q105 22,062 261,400 SH SOLE 261,400 CENDANT CORPORATION COM 151313103 56,070 3,000,000 SH SOLE 3,000,000 COUNTRYWIDE FINANCIAL CORP COM 222372104 31,312 400,000 SH SOLE 400,000 FOOT LOCKER INC COM 344849104 6,890 425,300 SH SOLE 425,300 HUDSON HIGHLAND GROUP INC COM 443792106 15,744 818,300 SH SOLE 818,300 IDT CORP CL B 448947309 69,816 3,865,800 SH SOLE 3,865,800 IOMEGA CORP COM NEW 462030305 16,484 1,479,700 SH SOLE 1,479,700 INFINITY PPTY & CAS CORP COM 45665Q103 16,922 602,000 SH SOLE 602,000 M D C HLDGS INC COM 552676108 153,339 2,839,618 SH SOLE 2,839,618 MASSEY ENERGY CORP COM 576206106 16,754 1,259,700 SH SOLE 1,259,700 MERCER INTL INC SH BEN INT 588056101 15,533 2,517,500 SH SOLE 2,517,500 MEDCO HEALTH SOLUTIONS INC COM 58405U102 28,572 1,101,900 SH SOLE 1,101,900 MI DEVS INC CL A SUB 55304X104 106,690 4,700,000 SH SOLE 4,700,000 VTG MICRON TECHNOLOGY INC COM 595112103 698 52,000 SH SOLE 52,000 NORTH AMERN SCIENTIFIC INC COM 65715D100 5,305 498,100 SH SOLE 498,100 NEW CENTURY FINANCIAL CORP COM 64352D101 72,152 2,543,250 SH SOLE 2,543,250 NEOMAGIC CORP COM 6404971O3 6,503 2,791,000 SH SOLE 2,791,000 NATUZZI S.P.A. COM 63905A101 4,540 445,100 SH SOLE 445,100 PMI GROUP INC COM 69344M101 62,100 1,840,000 SH SOLE 1,840,000 PATINA OIL & GAS CORP COM 7032241O5 79,516 2,194,156 SH SOLE 2,194,156 PLAINS EXPL & PRODTN CO LP COM 726505100 6,953 557,600 SH SOLE 557,600 SYCAMORE NETWORKS INC COM 871206108 9,940 2,028,620 SH SOLE 2,028,620 SAFEGUARD SCIENTIFICS INC NOTE 786449AE8 6,743 77,500 PRN SOLE 77,500 5.000% 6/1 SILICON GRAPHICS INC NOTE 827056AC6 3,557 46,200 PRN SOLE 46,200 5.250% 9/0 SIERRA PAC RES NEW COM 826428104 17,475 3,603,000 SH SOLE 3,603,000 STAGE STORES INC COM NEW 85254C305 35,560 1,400,000 SH SOLE 1,400,000 UICI COM 902737105 398 31,700 SH SOLE 31,700 WELLCHOICE INC COM 949475107 15,195 504,300 SH SOLE 504,300 WILSHIRE FINL SVCS GROUP INC COM NEW 971867205 1,503 323,973 SH SOLE 323,973 WASHINGTON GROUP INTL INC COM 938862208 12,917 478,418 SH SOLE 478,418 YUM BRANDS INC COM 988498101 33,471 1,130,000 SH SOLE 1,130,000