APPALOOSA MANAGEMENT LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 60
New Positions 3
Increased Positions 16
Decreased Positions 25
Positions with Activity 41
Sold Out Positions 10
Total Mkt Value (in $ millions) 7,290

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

Sector Weighting

Basic Materials 5.85%
Capital Goods 6.18%
Conglomerates
Consumer Cyclical 15.16%
Consumer/Non-Cyclical 2.15%
Energy 6.56%
Financial 16.45%
Healthcare 5.06%
Services 11.98%
Technology 16.89%
Transportation 6.92%
Utilities

60 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RYLAND GROUP INC COM 39,807 39,807 New 1,083,471
INGREDION INC COM 39,403 -17,095 (30.26) 501,379
DU PONT E I DE NEMOURS & CO COM 38,412 -31,978 (45.43) 580,600
HD SUPPLY HLDGS INC COM 35,568 7,662 27.46 1,286,830
HARTFORD FINL SVCS GROUP INC WT EXP 062619 30,030 -6,432 (17.64) 1,050,475
MUELLER WTR PRODS INC COM SER A 19,641 -8,491 (30.18) 2,116,510
BERRY PLASTICS GROUP INC COM 16,027 -14,203 (46.98) 663,937
PLY GEM HLDGS INC COM 4,678 New 422,988
GENERAL MTRS CO WT EXP 071016 4,626 New 184,879
GENERAL MTRS CO WT EXP 071019 3,140 New 184,879
BEAZER HOMES USA INC COM NEW -4,825 Sold Out 0
DELPHI AUTOMOTIVE PLC SHS -49,939 Sold Out 0
HESS CORP COM -41,285 Sold Out 0
INGERSOLL-RAND PLC SHS -31,050 Sold Out 0
JPMORGAN CHASE & CO COM -71,246 Sold Out 0
METLIFE INC COM -60,739 Sold Out 0
OMNICOM GROUP INC COM -25,462 Sold Out 0
QUALCOMM INC COM -76,126 Sold Out 0
TRINITY INDS INC COM -67,389 Sold Out 0
VALMONT INDS INC COM -32,028 Sold Out 0