Is Green Brick Partners (GRBK) David Einhorn’s Top Pick?

Company Overview - Green Brick Partners, Inc. (NYSE:GRBK) is a diversified homebuilder and land developer focusing on high-growth U.S. markets, utilizing strategic land acquisition and subsidiary builders for scalable and sustainable residential development [4]. Investment Position - Green Brick Partners is David Einhorn's largest holding, representing 27.51% ($699.26 million) of his total portfolio [1]. Stock Performance - As of February 13, 2026, shares of Green Brick Partners were up approximately 34% over the previous year and nearly 29% year-to-date, indicating increasing investor confidence despite a competitive homebuilding environment [2]. Market Recognition - On January 16, 2026, Green Brick announced that several of its master-planned communities were recognized among the best developments in North Texas and the country, with communities like Eastridge and Lakehaven receiving repeat accolades [3]. - Green Brick was ranked as the third-largest homebuilder in North Texas by new home closings, with nine of its communities featured in the Dallas Business Journal's Top 40 rankings, highlighting land quality, brand strength, and execution [3].