APPALOOSA MANAGEMENT LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 37
New Positions 9
Increased Positions 16
Decreased Positions 18
Positions with Activity 34
Sold Out Positions 3
Total Mkt Value (in $ millions) 4,275

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

Sector Weighting

Basic Materials 6.8%
Capital Goods 10.98%
Conglomerates
Consumer Cyclical 26.35%
Consumer/Non-Cyclical 4.2%
Energy
Financial 1.6%
Healthcare 9.36%
Services 10%
Technology 16.44%
Transportation 12.04%
Utilities

34 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL MTRS CO COM 544,238 21,966 4.21 15,296,165
HCA HOLDINGS INC COM 400,328 -8,485 (2.08) 4,906,582
PRICELINE GRP INC COM NEW 373,459 -10,792 (2.81) 307,974
GOODYEAR TIRE & RUBR CO COM 318,499 -8,014 (2.45) 9,987,416
GOOGLE INC CL C 221,310 -49,884 (18.39) 407,937
WHIRLPOOL CORP COM 217,457 -108,758 (33.34) 1,132,293
UNITED CONTL HLDGS INC COM 214,813 -51,456 (19.33) 3,968,469
DELTA AIR LINES INC DEL COM NEW 204,380 63,440 45.01 4,671,539
NXP SEMICONDUCTORS N V COM 195,170 -56,080 (22.32) 1,827,609
GOOGLE INC CL A 190,672 -15,173 (7.37) 342,437
HUNTSMAN CORP COM 183,725 44,748 32.20 8,082,950
MASCO CORP COM 119,886 -8,051 (6.29) 4,310,909
OWENS CORNING NEW COM 118,839 4,080 3.56 2,935,026
MICRON TECHNOLOGY INC COM 95,581 95,581 New 3,553,207
JETBLUE AIRWAYS CORP COM 95,454 95,454 New 4,730,125
HD SUPPLY HLDGS INC COM 95,422 51,636 117.93 2,842,471
EASTMAN CHEM CO COM 71,155 34,055 91.79 910,729
CHICAGO BRIDGE & IRON CO N V COM 68,795 -8,665 (11.19) 1,196,848
LORILLARD INC COM 60,739 -16,798 (21.66) 843,600
TRIUMPH GROUP INC NEW COM 57,551 5,023 9.56 832,270