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) 4,068

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

Sector Weighting

Basic Materials 5.48%
Capital Goods 8.69%
Conglomerates
Consumer Cyclical 27.37%
Consumer/Non-Cyclical 4.57%
Energy 0%
Financial 0.53%
Healthcare 9.07%
Services 10.49%
Technology 17.09%
Transportation 10.64%
Utilities

38 DECREASED 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 513,905 -6,477 (1.25) 14,678,800
PRICELINE GRP INC COM NEW 400,313 -62,787 (13.56) 316,874
HCA HOLDINGS INC COM 368,829 -23,283 (5.94) 5,010,582
WHIRLPOOL CORP COM 305,068 -54,132 (15.07) 1,698,595
UNITED CONTL HLDGS INC COM 291,356 -2,241 (0.76) 4,919,067
GOODYEAR TIRE & RUBR CO COM 286,274 -29,145 (9.24) 10,238,716
GOOGLE INC CL C 265,340 -72,815 (21.53) 499,887
NXP SEMICONDUCTORS N V COM 229,252 -17,328 (7.03) 2,352,752
AMERICAN AIRLS GROUP INC COM 204,709 -137,811 (40.23) 4,355,050
GOOGLE INC CL A 200,757 -39,410 (16.41) 369,687
DELTA AIR LINES INC DEL COM NEW 141,423 -186,984 (56.94) 3,221,474
HUNTSMAN CORP COM 140,445 -27,589 (16.42) 6,114,274
MASCO CORP COM 123,107 -31,963 (20.61) 4,600,409
OWENS CORNING NEW COM 110,394 -17,561 (13.73) 2,834,260
LORILLARD INC COM 75,674 -24,180 (24.22) 1,076,900
CHICAGO BRIDGE & IRON CO N V COM 67,218 -15,064 (18.31) 1,347,598
AXIALL CORP COM 44,904 -11,204 (19.97) 1,135,088
TRIUMPH GROUP INC NEW COM 44,658 -10,068 (18.4) 759,625
EASTMAN CHEM CO COM 37,770 -954 (2.47) 474,852
KBR INC COM 36,356 -10,146 (21.82) 2,042,473