Widely followed hedge fund manager David Einhorn reiterated his belief in two existing positions at an investment conference Tuesday: A short bet against Athenahealth and a long play in AerCap, according to a person who witnessed the presentation.
The remarks were made at an event hosted by Grant's Interest Rate Observer in New York. A spokesman for Einhorn's Greenlight Capital declined to comment.
Athenahealth stock declined about 2.8 percent in morning trading and had been down more than 4 percent at one point. AerCap was up about 2.6 percent at the same time.
Einhorn recommended shorting Athenahealth at the Sohn Investment Conference nearly a year ago. He called the company part of a "basket" of "bubble stocks" he was shorting. The presentation from that event is now posted on the Greenlight website.
Greenlight's top positions as of Dec. 31 are Micron Technology, Apple, SunEdison, Consol Energy and Marvell Technology, according to a public filing.
CNBC previously reported that Greenlight's main fund is down 1.8 percent net of fees for the first quarter.
