David Einhorn's GPN Position Overview
David Einhorn (via Dme Capital Management, Lp) currently holds 452,730 shares of Global Payments Inc. (GPN) worth $35.04 M, representing 1.23% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, David Einhorn has maintained a strategic position in GPN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 199,910 shares. Largest reduction occurred in Q3 2022, reducing 242,200 shares.
Analysis based on 13F filings available since 2013 Q2
David Einhorn's Global Payments (GPN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global Payments (GPN) Trades by David Einhorn
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +452,730 | New Buy | 452,730 | $77.40 |
| Q2 2023 | -600,430 | Sold Out | 600,430 | $105.24 |
| Q1 2023 | +127,280 | Add 26.90% | 600,430 | $105.24 |
| Q4 2022 | +199,910 | Add 73.16% | 473,150 | $99.32 |
| Q3 2022 | -242,200 | Reduce 46.99% | 273,240 | $108.05 |
| Q2 2022 | +9,440 | Add 1.87% | 515,440 | $110.64 |
| Q4 2021 | +506,000 | New Buy | 506,000 | $135.18 |
David Einhorn's Global Payments Investment FAQs
David Einhorn first purchased Global Payments Inc. (GPN) in Q4 2021, acquiring 506,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Einhorn has held Global Payments Inc. (GPN) for 17 quarters since Q4 2021.
David Einhorn's largest addition to Global Payments Inc. (GPN) was in Q4 2021, adding 506,000 shares worth $68.4 M.
According to the latest 13F filing for Q4 2025, David Einhorn's firm, Dme Capital Management, Lp, owns 452,730 shares of Global Payments Inc. (GPN), valued at approximately $35.04 M.
As of the Q4 2025 filing, Global Payments Inc. (GPN) represents approximately 1.23% of David Einhorn's publicly disclosed stock portfolio, making it one of their key holdings.
David Einhorn's peak holding in Global Payments Inc. (GPN) was 600,430 shares, as reported at the end of Q1 2023.