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) 6,889

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

Sector Weighting

Basic Materials 3.67%
Capital Goods 5.67%
Conglomerates
Consumer Cyclical 19.54%
Consumer/Non-Cyclical 2.89%
Energy 4.04%
Financial 15.28%
Healthcare 6.19%
Services 8.83%
Technology 17.53%
Transportation 9.54%
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 -65,323 Sold Out 0
ASML HOLDING N V N Y REGISTRY SHS -55,516 Sold Out 0
BAIDU INC SPON ADR REP A -46,044 Sold Out 0
BERRY PLASTICS GROUP INC COM -20,224 Sold Out 0
CELANESE CORP DEL COM SER A -44,853 Sold Out 0
COMCAST CORP NEW CL A -49,961 Sold Out 0
DU PONT E I DE NEMOURS & CO COM -40,793 Sold Out 0
EXPEDIA INC DEL COM NEW -77,925 Sold Out 0
INGREDION INC COM -41,489 Sold Out 0
MUELLER WTR PRODS INC COM SER A -20,996 Sold Out 0
PLY GEM HLDGS INC COM -5,440 Sold Out 0
PRUDENTIAL FINL INC COM -64,027 Sold Out 0
DISNEY WALT CO COM DISNEY 14,493 -111,292 (88.48) 158,600
AMERICAN AIRLS GROUP INC COM 355,600 -213,140 (37.48) 7,286,892
APPLE INC COM 126,993 -57,489 (31.16) 1,160,705
HARTFORD FINL SVCS GROUP INC WT EXP 062619 23,853 -10,708 (30.98) 725,000
MGM RESORTS INTERNATIONAL COM 47,522 -17,292 (26.68) 2,638,625
EASTMAN CHEM CO COM 35,492 -9,444 (21.02) 486,852
MASCO CORP COM 141,568 -9,449 (6.26) 5,794,851
UNITED CONTL HLDGS INC COM 311,541 -12,961 (3.99) 4,956,901