David Tepper - Appaloosa Management

History Stock Activity Share change % change to portfolio
Q2  2012
QCOM - QUALCOMM Inc. Add 52.28% 791,300 1.69
OC - Owens Corning Add 53.55% 786,872 0.86
EMC - EMC Corp. Add 65.54% 1,075,000 1.06
GM - General Motors Add 114.03% 2,511,163 1.90
BYD - Boyd Gaming Corp. Add 140.57% 978,348 0.27
NTAP - NetApp Inc. Add 675.40% 675,399 0.83
JBLU - JetBlue Airways Corp. Buy 817,374 0.17
CE - Celanese Corp. Buy 150,000 0.20
LRCX - Lam Research Buy 435,200 0.63
MGM - MGM Resorts International Buy 2,002,293 0.86
WHR - Whirlpool Corp. Buy 703,180 1.65
Q1  2012
CF - CF Industries Holdings Inc. Add 40.54% 100,000 0.15
GT - Goodyear Tire & Rubber Add 42.83% 2,594,272 1.17
MSFT - Microsoft Corp. Add 72.33% 524,650 0.68
ORCL - Oracle Corp. Add 91.53% 1,115,357 1.30
VLO - Valero Energy Add 181.03% 1,644,000 1.70
LCC - US Airways Group Inc. Add 229.11% 7,419,026 2.26
AAPL - Apple Inc. Add 276.68% 14,088,200 12.11
UAL - United Airlines Holdings Inc. Add 570.77% 6,780,134 5.85
MAS - Masco Corp. Add 2754.88% 4,005,847 2.15
NTAP - NetApp Inc. Buy 100,000 0.18
BYD - Boyd Gaming Corp. Buy 695,975 0.22
MFA - MFA Financial Inc. Buy 257,395 0.31
CIM - Chimera Investment Corp. Buy 1,472,961 0.50
NUAN-OLD - Nuance Communications Inc. Buy 941,869 0.97
TWO - Two Harbors Investment Corp. Buy 375,000 1.22
FIO - Fusion-io Inc. Buy 1,153,879 1.32
SNDK - SanDisk Corp. Buy 681,021 1.36
MRVL - Marvell Technology Inc. Buy 2,630,524 1.66
EMC - EMC Corp. Buy 1,640,261 1.97
OC - Owens Corning Buy 1,469,279 2.13
GM - General Motors Buy 2,202,153 2.27
HIG - Hartford Financial Svc.Gp. Buy 2,855,744 2.42
DAL - Delta Air Lines Inc. Buy 6,740,189 2.68
BAC - Bank of America Corp. Buy 7,456,408 2.86
HUN - Huntsman Corp. Buy 5,137,764 2.89
F - Ford Motor Buy 6,535,715 3.28
BRCM-OLD - Broadcom Corp. OLD Buy 2,417,523 3.81
QCOM - QUALCOMM Inc. Buy 1,513,486 4.13
GOOGL - Alphabet Inc. Buy 3,242,740 4.17
C - Citigroup Inc. Buy 6,094,305 8.94
Q4  2011
AAPL - Apple Inc. Add 377.06% 4,024,468 9.87
DLPH - Delphi Technologies Buy 229,236 0.84
ORCL - Oracle Corp. Buy 1,218,526 5.30
BSX - Boston Scientific Buy 7,797,503 7.06
Q3  2011
CLMT - Calumet Specialty Products Add 263.69% 967,131 1.17
DAN - Dana Inc. Buy 46,173 0.03
BP - BP plc Buy 157,227 0.41
DINO - HF Sinclair Corp. Buy 1,599,244 3.02
Q2  2011
MU - Micron Technology Inc. Add 19.08% 2,328,810 0.44
MWA - Mueller Water Products Add 20.47% 1,908,030 0.19
BZH - Beazer Homes USA Add 93.97% 1,285,161 0.11
FTO - Frontier Oil Add 95.12% 581,212 0.47
MRO - Marathon Oil Corp. Add 181.60% 454,000 0.60
VLO - Valero Energy Add 202.63% 5,197,114 3.33
ANDV - Andeavor Add 282.55% 1,130,211 0.65
CVI - CVR Energy Inc. Add 371.26% 5,778,160 3.56
MAS - Masco Corp. Add 526.48% 2,077,582 0.62
ETFC - E*Trade Financial Corp. Add 900.00% 39,549,600 1.32
HOC - Holly Corp. Add 1092.58% 508,901 0.88
WLT - Walter Energy Inc. Buy 8,800 0.03
ANR - Alpha Natural Resources Inc. Buy 45,700 0.05
CLF - Cleveland-Cliffs Inc. Buy 20,400 0.05
GM - General Motors Buy 173,367 0.13
CLMT - Calumet Specialty Products Buy 366,762 0.20
GOOGL - Alphabet Inc. Buy 1,800,000 1.14
WNR - Western Refining Inc. Buy 2,798,374 1.27
MOS - Mosaic Co. Buy 2,390,027 4.05
Q1  2011
IP - International Paper Add 6.28% 338,890 0.26
HPQ - HP Inc. Add 8.34% 487,582 0.50
MPG - MPG Office Trust Inc. Add 12.84% 536,081 0.05
DF - Dean Foods Add 21.85% 2,352,712 0.59
AMR-OLD - AMR Corp. Add 24.62% 1,145,841 0.19
M - Macy's Inc. Add 28.50% 1,488,602 0.91
CF - CF Industries Holdings Inc. Add 43.61% 1,412,465 0.97
UAL - United Airlines Holdings Inc. Add 48.97% 1,886,203 1.09
NAV - Navistar International Corp. Add 49.83% 229,809 0.40
CNW - Con-way Inc. Add 51.24% 304,918 0.30
GT - Goodyear Tire & Rubber Add 51.30% 5,169,939 1.96
DAL - Delta Air Lines Inc. Add 130.77% 2,035,872 0.50
MWA - Mueller Water Products Add 279.72% 6,867,623 0.77
LCC - US Airways Group Inc. Add 329.00% 9,545,724 2.10
HOC - Holly Corp. Buy 46,578 0.07
RYL - Ryland Group Buy 198,100 0.08
MAS - Masco Corp. Buy 394,614 0.14
BZH - Beazer Homes USA Buy 1,367,679 0.16
ANDV - Andeavor Buy 400,000 0.27
PHM - PulteGroup Inc. Buy 1,637,112 0.31
DHI - D.R. Horton Buy 1,119,740 0.33
MRO - Marathon Oil Corp. Buy 250,000 0.34
KBH - KB Home Buy 1,388,900 0.44
FTO - Frontier Oil Buy 611,055 0.45
CVI - CVR Energy Inc. Buy 1,556,374 0.91
ETFC - E*Trade Financial Corp. Buy 4,394,400 1.68
MET - MetLife Inc. Buy 1,500,000 1.69
AAPL - Apple Inc. Buy 5,600,000 1.76
VLO - Valero Energy Buy 2,564,890 1.93
Q4  2010
CSCO - Cisco Systems Add 0.61% 36,405 0.02
BSBR - Banco Santander (Brasil) S.A. Add 1.28% 7,895 0.00
DAL - Delta Air Lines Inc. Add 2.14% 32,543 0.01