APPALOOSA MANAGEMENT LP Information

51 JOHN F. KENNEDY PARKWAY, SHORT HILLS, New Jersey, 07078, (973) 701-7000

Report Date: 09/30/2014

Position Statistics

Total Positions 54
New Positions 4
Increased Positions 12
Decreased Positions 22
Positions with Activity 34
Sold Out Positions 12
Total Mkt Value (in $ millions) 7,153

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.75%
Capital Goods 5.69%
Conglomerates
Consumer Cyclical 19.67%
Consumer/Non-Cyclical 2.89%
Energy 3.98%
Financial 15.18%
Healthcare 6.13%
Services 9.09%
Technology 17.65%
Transportation 9.26%
Utilities

54 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL MTRS CO COM 498,829 63,141 14.49 14,863,791
CITIGROUP INC COM NEW 452,755 -16,190 (3.45) 8,319,639
PRICELINE GRP INC COM NEW 420,684 59,274 16.40 366,574
HCA HOLDINGS INC COM 399,516 New 5,326,882
WHIRLPOOL CORP COM 382,260 188,884 97.68 2,000,000
AMERICAN AIRLS GROUP INC COM 365,875 -219,299 (37.48) 7,286,892
DELTA AIR LINES INC DEL COM NEW 352,570 50,397 16.68 7,480,799
GOOGLE INC CL C 338,021 New 637,067
POWERSHARES QQQ TRUST UNIT SER 1 333,472 New 3,200,000
GOODYEAR TIRE & RUBR CO COM 318,917 New 11,281,096
UNITED CONTL HLDGS INC COM 309,707 -12,885 (3.99) 4,956,901
FACEBOOK INC CL A 289,013 New 3,585,329
SPDR S&P 500 ETF TR TR UNIT 274,825 -2,098 (0.76) 1,322,866
GOOGLE INC CL A 238,276 New 442,259
HALLIBURTON CO COM 200,382 New 5,024,621
NXP SEMICONDUCTORS N V COM 193,008 193,008 New 2,530,584
HUNTSMAN CORP COM 172,058 New 7,315,375
CBS CORP (CLASS B) CL B 159,399 38,601 31.96 2,855,078
MASCO CORP COM 146,668 -9,789 (6.26) 5,794,851
APPLE INC COM 130,626 -59,133 (31.16) 1,160,705