APPALOOSA MANAGEMENT LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 43
New Positions 1
Increased Positions 5
Decreased Positions 38
Positions with Activity 43
Sold Out Positions 15
Total Mkt Value (in $ millions) 4,132

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

Sector Weighting

Basic Materials 5.49%
Capital Goods 8.6%
Conglomerates
Consumer Cyclical 27.19%
Consumer/Non-Cyclical 4.55%
Energy 0%
Financial 0.52%
Healthcare 9.03%
Services 10.32%
Technology 17.19%
Transportation 10.87%
Utilities

43 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL MTRS CO COM 519,923 -6,552 (1.25) 14,678,800
PRICELINE GRP INC COM NEW 399,397 -62,643 (13.56) 316,874
HCA HOLDINGS INC COM 373,288 -23,564 (5.94) 5,010,582
WHIRLPOOL CORP COM 304,575 -54,045 (15.07) 1,698,595
UNITED CONTL HLDGS INC COM 302,031 -2,323 (0.76) 4,919,067
GOODYEAR TIRE & RUBR CO COM 290,780 -29,604 (9.24) 10,238,716
GOOGLE INC CL C 268,889 -73,789 (21.53) 499,887
NXP SEMICONDUCTORS N V COM 237,604 -17,959 (7.03) 2,352,752
AMERICAN AIRLS GROUP INC COM 215,096 -144,804 (40.23) 4,355,050
GOOGLE INC CL A 203,757 -39,999 (16.41) 369,687
DELTA AIR LINES INC DEL COM NEW 147,093 -194,481 (56.94) 3,221,474
HUNTSMAN CORP COM 143,074 -28,106 (16.42) 6,114,274
MASCO CORP COM 124,855 -32,417 (20.61) 4,600,409
OWENS CORNING NEW COM 112,322 -17,868 (13.73) 2,834,260
LORILLARD INC COM 75,631 -24,166 (24.22) 1,076,900
CHICAGO BRIDGE & IRON CO N V COM 67,205 -15,061 (18.31) 1,347,598
AXIALL CORP COM 46,232 -11,536 (19.97) 1,135,088
TEREX CORP NEW COM 46,083 2,543 5.84 1,651,706
TRIUMPH GROUP INC NEW COM 44,871 -10,116 (18.4) 759,625
HD SUPPLY HLDGS INC COM 43,016 576 1.36 1,304,309