APPALOOSA MANAGEMENT LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 71
New Positions 3
Increased Positions 30
Decreased Positions 30
Positions with Activity 60
Sold Out Positions 14
Total Mkt Value (in $ millions) 7,918

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

Sector Weighting

Basic Materials 7.38%
Capital Goods 5.8%
Conglomerates
Consumer Cyclical 11.89%
Consumer/Non-Cyclical 2.16%
Energy 5.88%
Financial 32.96%
Healthcare 3.7%
Services 8.23%
Technology 11.9%
Transportation 5.14%
Utilities

71 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DELPHI AUTOMOTIVE PLC SHS 49,753 New 713,311
COMCAST CORP NEW CL A 49,415 28,016 130.92 902,888
ASML HOLDING N V N Y REGISTRY SHS 49,113 33,873 222.26 525,275
HESS CORP COM 40,779 New 411,780
BAIDU INC SPON ADR REP A 38,041 New 205,692
HARTFORD FINL SVCS GROUP INC WT EXP 062619 35,726 New 1,275,475
VALMONT INDS INC COM 34,020 26,251 337.93 225,535
BERRY PLASTICS GROUP INC COM 32,622 New 1,252,302
INGERSOLL-RAND PLC SHS 31,319 21,216 209.98 508,679
FACEBOOK INC CL A 31,088 31,088 New 478,500
HD SUPPLY HLDGS INC COM 27,492 21,917 393.15 1,009,630
MUELLER WTR PRODS INC COM SER A 26,010 -7,848 (23.18) 3,031,510
OMNICOM GROUP INC COM 25,512 8,387 48.98 354,086
GENERAL MTRS CO WT EXP 071016 5,202 New 184,879
BEAZER HOMES USA INC COM NEW 4,997 -18,421 (78.66) 253,275
PLY GEM HLDGS INC COM 4,200 782 22.88 422,988
GENERAL MTRS CO WT EXP 071019 3,714 New 184,879
BOYD GAMING CORP COM -9,321 Sold Out 0
CARNIVAL CORP PAIRED CTF -26,286 Sold Out 0
CHIMERA INVT CORP COM -3,810 Sold Out 0