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Fund Holdings of APPALOOSA MANAGEMENT LP Filed on 2012-02-14

Link to Original SEC 13F filings sorted on filing date: 2012-02-14 | 2011-11-14 | 2011-08-08 | 2011-05-16 | 2011-02-14 | 2010-11-12 | 2010-08-13 | 2010-05-14 | 2010-02-12 | 2009-11-13 | 2009-08-13 | 2009-05-14 | 2008-11-14 | 2008-08-14 | 2008-05-15 |

1. Fund Information

Fund NameAPPALOOSA MANAGEMENT LP
Fund Manager
Address51 JOHN F. KENNEDY PARKWAY,
SHORT HILLS, NJ, 07078
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Phone(973) 701-7000
13F Asset Last Qtr$1,543,100,000
13F Asset This Qtr$764,819,000
Asset Change-50.44%

2. Comparison of Holdings by Sectors with Last Quarter

3. Top 20 Holdings (Value) of This Quarter

No.SecurityPut/CallStockSharesValue(x$1000)Activity(Shr)% Port.
1.)CVR ENERGY INCCVI5,004,961$93,743Cut -20.68%12.26%
2.)GOODYEAR TIRE & RUBBER CO.GT6,057,224$85,831Cut -43.72%11.22%
3.)APPLE INCAAPL181,850$73,649Added 377.06%9.63%
4.)DEAN FOODS CODF6,178,936$69,204Cut -22.06%9.05%
5.)BOSTON SCIENTIFIC CORPBSX7,797,503$41,639New5.44%
6.)ROYAL BK SCOTLAND GROUP PLC ADR PREF SER NRBS-PN3,352,443$37,413Unchanged4.89%
7.)ORACLE CORPORCL1,218,526$31,255New4.09%
8.)FINANCIAL SELECT SECTOR SPDR FUND SBI INTFINLXLF2,150,000$27,950New3.65%
9.)CALUMET SPECIALTY PRODUCTS PARTNERS LP UT LTD PARTNERCLMT1,288,944$25,985Cut -3.37%3.40%
10.)ROYAL BK SCOTLAND GROUP PLC SP ADR PREF SRBS-PS2,189,014$25,261Unchanged3.30%
11.)ROYAL BK SCOTLAND GROUP PLC SP ADR PREF TRBS-PT1,912,014$24,416Unchanged3.19%
12.)MACYS INCM742,803$23,903Cut -77.40%3.13%
13.)MUELLER WATER PRODUCTS INC.MWA9,441,736$23,038Cut -10.52%3.01%
14.)UNITED CONTINENTAL HOLDINGS INC.UAL1,187,901$22,416Cut -70.39%2.93%
15.)INTERNATIONAL PAPER COMPANYIP728,487$21,563Cut -78.03%2.82%
16.)ROYAL BK SCOTLAND GROUP PLC ADR PREF SHS QRBS-PQ1,594,519$19,294Unchanged2.52%
17.)VALERO ENERGY CORPVLO908,161$19,117Cut -83.66%2.50%
18.)MICROSOFT CORPMSFT725,350$18,830Cut -57.63%2.46%
19.)US AIRWAYS GROUP INCLCC3,238,217$16,418Cut -65.15%2.15%
20.)ROYAL BK SCOTLAND GROUP PLC SP ADR PREF MRBS-PM1,350,696$15,317Unchanged2.00%

4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter

No.SecurityPut/CallStockShares NEWValue(x$1000)% Port.
1.)BOSTON SCIENTIFIC CORPBSX7,797,503$41,6395.44%
2.)ORACLE CORPORCL1,218,526$31,2554.09%
3.)FINANCIAL SELECT SECTOR SPDR FUND SBI INTFINLXLF2,150,000$27,9503.65%
4.)DELPHI AUTOMOTIVE PLC SHS229,236$4,9380.65%

5. Top 20 (Value) Holdings Totally SOLD OUT in This Quarter

No.SecurityPut/CallStockShares SOLDValue(x$1000)% Port. Last Qtr
1.)CITIGROUP INC NEWC2,519,761$64,5564.18%
2.)MICRON TECHNOLOGY, INC.MU8,785,444$44,2792.87%
3.)APPLIED MATERIALS, INC.AMAT4,144,385$42,8942.78%
4.)HOLLYFRONTIER CORPORATIONHFC1,599,244$41,9322.72%
5.)KLA-TENCOR CORPORATIONKLAC1,034,534$39,6022.57%
6.)MOSAIC COMPANY NEWMOS737,000$36,0912.34%
7.)LAM RESEARCH CORPORATIONLRCX905,616$34,3952.23%
8.)GOOGLE INC.GOOG51,311$26,3931.71%
9.)WESTERN REFINING INCWNR2,039,872$25,4171.65%
10.)TESORO CORPORATIONTSO1,104,424$21,5031.39%
11.)DELTA AIR LINES, INC. (DE)DAL2,856,389$21,4231.39%
12.)TERADYNE, INC.TER1,663,910$18,3201.19%
13.)NAVISTAR INTERNATIONAL CORPORATION COMMON STOCKNAV532,994$17,1201.11%
14.)AMR CORP. (DE)AMR4,281,293$12,6730.82%
15.)TEMPLE-INLAND INC.TIN383,336$12,0250.78%
16.)E*TRADE FINANCIAL CORPORATIONETFC1,181,770$10,7660.70%
17.)GOODYEAR TIRE & RUBBER CO. PFD CONV200,000$7,7900.51%
18.)BP P.L.C.BP157,227$5,6710.37%
19.)KB HOMEKBH878,409$5,1470.33%
20.)PULTEGROUP, INC.PHM1,115,812$4,4070.29%