APPALOOSA MANAGEMENT LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 54
New Positions 4
Increased Positions 12
Decreased Positions 22
Positions with Activity 34
Sold Out Positions 12
Total Mkt Value (in $ millions) 7,037

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

Sector Weighting

Basic Materials 3.64%
Capital Goods 5.51%
Conglomerates
Consumer Cyclical 19.76%
Consumer/Non-Cyclical 3.21%
Energy 3.91%
Financial 14.38%
Healthcare 6.05%
Services 8.51%
Technology 17.65%
Transportation 10.52%
Utilities

54 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AMERICAN INTL GROUP INC COM NEW -59,567 Sold Out 0
ASML HOLDING N V N Y REGISTRY SHS -55,753 Sold Out 0
BAIDU INC SPON ADR REP A -45,332 Sold Out 0
BERRY PLASTICS GROUP INC COM -21,565 Sold Out 0
CELANESE CORP DEL COM SER A -42,144 Sold Out 0
COMCAST CORP NEW CL A -48,639 Sold Out 0
DU PONT E I DE NEMOURS & CO COM -42,215 Sold Out 0
EXPEDIA INC DEL COM NEW -77,665 Sold Out 0
INGREDION INC COM -42,241 Sold Out 0
MUELLER WTR PRODS INC COM SER A -21,440 Sold Out 0
PLY GEM HLDGS INC COM -5,330 Sold Out 0
PRUDENTIAL FINL INC COM -56,801 Sold Out 0
DISNEY WALT CO COM DISNEY 14,785 -113,533 (88.48) 158,600
AMERICAN AIRLS GROUP INC COM 380,667 -228,165 (37.48) 7,286,892
APPLE INC COM 138,008 -62,475 (31.16) 1,160,705
HARTFORD FINL SVCS GROUP INC WT EXP 062619 22,729 -10,204 (30.98) 725,000
MGM RESORTS INTERNATIONAL COM 53,247 -19,375 (26.68) 2,638,625
EASTMAN CHEM CO COM 33,418 -8,892 (21.02) 486,852
MASCO CORP COM 147,305 -9,832 (6.26) 5,794,851
UNITED CONTL HLDGS INC COM 364,481 -15,164 (3.99) 4,956,901