NEW YORK (TheStreet) -- In his first quarter letter to Greenlight Capital investors, David Einhorn writes that it has been "challenging" to find worthy companies for long-term investment. But over the years, he has found plenty of opportunities.

According to data gathered by iBillionaire, Einhorn has 41 holdings in his public equity portfolio as per his latest regulatory filing, corresponding to the end of the fourth quarter. His portfolio is heavily overweight technology, which comprises more than 55% of his holdings, followed by consumer discretionary (14%), industrials (10%) and financials (9%).

Here's a look at David Einhorn's 10 favorite stocks you may want to consider.

Micron Technology (MU) - Get Report

Einhorn's top holding as of the end of the fourth quarter of 2014, semiconductor company Micron Technology has been a drag on the billionaire's portfolio in 2015. In his first quarter letter to investors, he revealed that Micron had been Greenlight's one significant loser during the first quarter, its shares declining 23%.

"Weak PC sales drove a shortfall in DRAM demand leading to lower prices and reduced earnings," Einhorn said in the investor letter. "Our thesis is that the consolidated DRAM industry will act more rationally in the face of slower demand, moderating future cyclical declines and leading to higher profitability through the cycle."

Despite a sluggish start to the year, things at Micron may already be starting to look up. It beat analysts' estimates for earnings in the fiscal second quarter, including 1.5% revenue growth year-over-year and earnings per share of $0.78, above the anticipated $0.73.

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Apple (AAPL) - Get Report

David Einhorn may not like Apple quite as much as Carl Icahn, but he's still a pretty big fan. As of the end of the fourth quarter, he held 8.6 million AAPL shares and has had a position in the company since the second quarter of 2010.

Apple shares advanced 13% in the first quarter of the year, according to Einhorn thanks to the iPhone 6 "blockbuster." The billionaire is optimistic about the prospects of the Apple Watch, though he remains somewhat cautious regarding what's to come.

"While we have modest expectations for Apple Watch and don't expect AAPL to maintain this level of growth, the market expects even less, as it continues to value AAPL shares at a discounted valuation," he said in his first quarter investor letter. "We believe that AAPL is a superior company that merits a premium multiple."

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SunEdison (SUNE)

Einhorn began building a position in solar energy company SunEdison during the first quarter of 2014 and as of his most recent regulatory filing owns 24.95 million shares. The bet has proven a good one for the billionaire. The stock has climbed 33% over the past year, and it rallied 23% during the first quarter of 2015 alone.

Einhorn is happy with where this one is going as well. "At the analyst day in February, the company said that it would begin generating significant free cash flow sooner than the market has anticipated, and expected to exit 2016 at a run rate of $3 of cash EPS," he said in his first quarter letter to investors. "The strong outlook was driven by rapid growth in dividends received from Terraform Power(TERP) - Get Report, the company's renewable energy-focused affiliate, and a consequent acceleration in the timing of incentive distribution rights which SUNE expects to receive as TERP's sponsor."

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Consol Energy (CNX) - Get Report

Einhorn upped the ante on Consol Energy significantly during the fourth quarter of 2014, increasing his stake by 170% to more than 13 million shares.

A producer of coal and natural gas for global energy and raw material markets, Consol has hit a few bumps in the road in 2015. Falling gas prices have led the company to lay off employees in its shale operations, and its share price has declined about 10% year-to-date. In March, a former manager of its land management department was sentenced to 30 months in federal prison for stealing $440,000 in gas royalties.

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Marvell Technology (MRVL) - Get Report

David Einhorn began buying Marvell Technology stock during the third quarter of 2011. His position peaked at 51.8 million shares in the fourth quarter of 2012, and as of the fourth quarter of 2014, he holds 24.7 million shares.

Marvel produces storage, communications and consumer semiconductor products and has been around since 1995. The company fell short of expectations with its fourth quarter revenue results, released in February, and reported an 8% decline from the previous quarter and the same period the year prior. The stock has remained relatively flat in 2015, down about 1% year-to-date.

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Time Warner Inc. (TWX)

Time Warner Cable is dominating the headlines right now due to the strong possibility that its proposed merger to Comcast(CMCSA) - Get Report won't go through. But the company has caught David Einhorn's eye. The billionaire initiated a position in the media and entertainment giant in the fourth quarter of 2014, picking up 3.8 million shares.

In his fourth quarter letter to Greenlight Capital investors, Einhorn shed some light onto his reasoning in the investment, noting that Time Warner has refocused its business into a "collection of high quality assets" including basic cable networks (Turner and CNN), a movie studio (Warner brothers), and the world's most valuable cable network (HBO).

He also revealed Greenlight's average purchase price on TWX: $72.72. At market close Thursday, the stock was trading at $84.88. In other words, Einhorn has done well on the investment.

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Citizens Financial Group (CFG) - Get Report

Citizens Financial Group spun off from the Royal Bank of Scotland (RBS) - Get Report in September 2014 and got off to a rather lackluster start. Greenlight took advantage of the opportunity to purchase the company at $22.01. The stock closed the day Thursday at $25.64.

Royal Bank of Scotland remains a significant Citizens shareholder. In March, it sold $3.2 billion worth of shares, equaling about a 24.7% stake. After the transaction, it maintains 45.6% stake.

In his fourth quarter investor letter, David Einhorn discussed Royal Bank of Scotland's position in Citizens as well as his thesis for the investment. "While CFG is overcapitalized and currently generates a low ROE relative to its peers, it plans to improve its ROE over the next two years through a combination of loan and fee income growth, cost reductions, capital return and a partial normalization of interests," he said. "Over time, we believe the eventual exit of FBS and improvement in CFG's ROE will drive improvement in the stock's valuation."

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EMC Corp. (EMC)

David Einhorn first bought into EMC Corp. in the fourth quarter of 2013 and as of the fourth quarter of 2014 holds more than 8 million of the company's shares. EMC develops, delivers and supports information infrastructure and infrastructure technologies, solutions and services.

EMC reported first quarter earnings on Wednesday, cutting its full-year revenue and earnings forecast after missing analysts' expectations. Strong results from VMware VMW, in which EMC holds an 80% stake, overshadowed EMC's own numbers. The stock surged 4.7% Wednesday, though it is still down about 10% year-to-date.

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Voya Financial (VOYA) - Get Report

With a position in insurer Voya Financial since the second quarter of 2013, David Einhorn has gradually increased his stake over time and as of his most recent regulatory disclosure holds 5.5 million shares. Given the stock's more-than 100% gain since its 2013 initial public offering, it has likely proven a money-maker for the billionaire.

The financial services company impressed with its fourth quarter results in February, reporting earnings of $0.99 per diluted share, beating analysts' $0.75 estimate handily. On Monday, Voya announced that it Charles P. Nelson will join the company as CEO of its retirement segment.

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Aecom (ACM) - Get Report

David Einhorn is in for another round on building and architecture company Aecom. He toyed with the stock a few years ago, buying shares in the third quarter of 2012 and selling them off by the end of the second quarter of 2013. In the third quarter of 2014, he bought back in, and as of the fourth quarter of the year, he owns 6.7 million shares.

In mid-2014, Aecom agreed to acquire engineering and construction management company URS Corp. in a deal worth about $4 billion. The deal was completed in October. 

This article is commentary by an independent contributor. At the time of publication, the author held no positions in the stocks mentioned.