Try Alerts Free   |   Login

Appaloosa LP 13F filings

Manager(s): David Tepper

Holdings as of 2021-09-30

Filed on 2021-11-15 under CIK 1656456

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Alphabet Inc., Cl. C
147,000 sh
1,000 sh
1%
$391,801
$25,878
Facebook, Inc.
1,142,500 sh
-62,500 sh
-5%
$387,753
-$31,238
T MOBILE US INC
2,545,000 sh
25,000 sh
1%
$325,149
-$39,823
AMAZON COM INC
70,000 sh
-55,000 sh
-44%
$229,953
-$200,067
OCCIDENTAL PETE CORP
6,640,000 sh
930,000 sh
16%
$196,411
$17,859
MICRON TECHNOLOGY INC
2,750,000 sh
-2,902,691 sh
-51%
$195,195
-$285,171
MACYS INC
7,000,000 sh
3,390,000 sh
94%
$158,200
$89,754
PG&E CORP COM
13,375,000 sh
-2,923,159 sh
-18%
$128,400
-$37,352
SELECT SECTOR SPDR TR ENERGY
2,210,000 sh
-115,000 sh
-5%
$115,119
-$10,129
D.R Horton, Inc.
1,195,000 sh
50,743 sh
4%
$100,344
-$3,063
SPDR S P OIL GAS EXPLOR PRODTN OTHER
1,010,000 sh
250,000 sh
33%
$97,687
$24,203
ENERGY TRANSFER LP COM UT LTD PTN
10,107,410 sh
-522,510 sh
-5%
$96,829
-$16,167
HCA Healthcare Co.
387,000 sh
-18,000 sh
-4%
$93,933
$10,203
GOODYEAR TIRE & RUBR CO
5,200,000 sh
2,035,000 sh
64%
$92,040
$37,760
ALIGHT CL A ORD
8,000,000 sh
8,000,000 sh
NEW
$91,840
$91,840
UBER TECHNOLOGIES INC
1,950,500 sh
-84,500 sh
-4%
$87,382
-$14,612
Mosaic Co.
2,375,000 sh
-88,769 sh
-4%
$84,835
$6,216
MICROSOFT CORP
297,500 sh
-15,000 sh
-5%
$83,871
-$785
ALIBABA GROUP HLDG LTD SPONSORED ADS
525,000 sh
-60,000 sh
-10%
$77,726
-$54,940
TWITTER INC
1,235,000 sh
-65,000 sh
-5%
$74,582
-$14,871
PULTE GROUP INC
1,540,000 sh
30,811 sh
2%
$70,717
-$11,639
KOHLS CORP
1,500,000 sh
285,000 sh
23%
$70,635
$3,676
UnitedHealth Group
179,000 sh
-8,000 sh
-4%
$69,942
-$4,940
SYSCO CORP
840,000 sh
-40,000 sh
-5%
$65,940
-$2,480
Paysafe Limited Ord CS
8,500,000 sh
 
$65,875
QUALCOMM INC
490,000 sh
-23,000 sh
-4%
$63,200
-$10,123
FREEPORT-MCMORAN INC
1,900,000 sh
-100,000 sh
-5%
$61,807
-$12,413
Visa Inc.
262,500 sh
-12,500 sh
-5%
$58,472
-$5,829
EQT CORP
2,850,000 sh
1,785,000 sh
168%
$58,311
$34,604
ANTERO RESOURCES CORP
2,845,263 sh
1,065,263 sh
60%
$53,519
$26,766
CARMAX INC
391,500 sh
-23,500 sh
-6%
$50,096
-$3,501
MasterCard, Inc.
132,000 sh
-8,000 sh
-6%
$45,894
-$5,219
ENTERPRISE PRODS PARTNERS L COM
1,961,623 sh
-100,750 sh
-5%
$42,450
-$7,315
ALPS ETF TR ALERIAN MLP
1,155,000 sh
-60,000 sh
-5%
$38,496
-$5,742
ALLIANCE DATA SYSTEMS CORP
309,000 sh
-16,000 sh
-5%
$31,175
-$2,687
E2OPEN PARENT HOLDINGS INC
2,500,000 sh
 
$28,250
CHESAPEAKE ENERGY CORP COM
424,000 sh
-101,903 sh
-19%
$26,114
-$1,191
ISHARES INC MSCI STH KOR ETF
298,000 sh
-10,000 sh
-3%
$24,037
-$4,662
CHESAPEAKE ENERGY CORP *W EXP 99/99/999
625,461 sh
 
$22,648
CHESAPEAKE ENERGY CORP *W EXP 99/99/999
694,957 sh
 
$22,148
Apa Corporation
818,000 sh
-42,000 sh
-5%
$17,530
-$1,072
ALTIMETER GROWTH CORP 2 COM CL A Stock
1,500,000 sh
 
$14,835
MPLX LP COM UNIT REP LTD
519,706 sh
-27,300 sh
-5%
$14,796
-$1,401
WALMART INC
100,000 sh
100,000 sh
NEW
$13,938
$13,938
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT
565,117 sh
-22,079 sh
-4%
$11,845
-$733
CHESAPEAKE ENERGY CORP *W EXP 03/01/202
386,087 sh
 
$11,289
THE BEACHBODY COMPANY INC COM CL A
2,000,000 sh
 
$11,080
DRAGONEER GROWTH OPPORT CL A COMMON STOCK USD.0001
750,000 sh
 
$7,463
PG&E CORP COM
75,000 sh
 
$7,170
TCV ACQUISITION CORP A COMMON STOCK USD.0001
600,000 sh
 
$5,880
ENCANA CORPORATION
125,000 sh
125,000 sh
NEW
$4,110
$4,110
EMERSON ELEC CO
0 sh
-737,500 sh
-100%
$0
-$70,977
ViacomCBS Inc.
0 sh
-1,475,000 sh
-100%
$0
-$66,670
Netflix Inc
0 sh
-65,500 sh
-100%
$0
-$34,598
BP PLC SPONSORED ADR
0 sh
-400,000 sh
-100%
$0
-$10,568
ROYAL DUTCH SHELL PLC SPONS ADR A
0 sh
-180,000 sh
-100%
$0
-$7,272
ROYAL DUTCH SHELL PLC SPON ADR B
0 sh
-180,000 sh
-100%
$0
-$6,989