APPALOOSA MANAGEMENT LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 37
New Positions 9
Increased Positions 16
Decreased Positions 18
Positions with Activity 34
Sold Out Positions 3
Total Mkt Value (in $ millions) 4,264

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

Sector Weighting

Basic Materials 6.82%
Capital Goods 10.71%
Conglomerates
Consumer Cyclical 26.63%
Consumer/Non-Cyclical 4.37%
Energy
Financial 1.6%
Healthcare 9.41%
Services 9.74%
Technology 16.72%
Transportation 11.82%
Utilities

37 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 189,772 -15,101 (7.37) 342,437
LENNAR CORP CL A 28,987 28,987 New 609,988
GOOGLE INC CL C 220,196 -49,633 (18.39) 407,937
AMERICAN AIRLS GROUP INC COM -182,781 Sold Out 0
AMERICAN RLTY CAP PPTYS INC COM -26,612 Sold Out 0
AXIALL CORP COM 37,422 -5,359 (12.53) 992,889
BANK AMER CORP COM 10,836 10,836 New 650,000
CHICAGO BRIDGE & IRON CO N V COM 64,738 -8,154 (11.19) 1,196,848
D R HORTON INC COM 28,482 28,482 New 1,080,898
EASTMAN CHEM CO COM 69,680 33,349 91.79 910,729
GENERAL MTRS CO COM 556,627 22,466 4.21 15,296,165
GOODYEAR TIRE & RUBR CO COM 319,897 -8,049 (2.45) 9,987,416
HCA HOLDINGS INC COM 401,358 -8,507 (2.08) 4,906,582
HD SUPPLY HLDGS INC COM 93,261 50,467 117.93 2,842,471
HUNTSMAN CORP COM 183,645 44,728 32.20 8,082,950
JETBLUE AIRWAYS CORP COM 94,224 94,224 New 4,730,125
KBR INC COM 31,754 -6,379 (16.73) 1,700,802
LORILLARD INC COM 61,178 -16,919 (21.66) 843,600
MASCO CORP COM 118,938 -7,987 (6.29) 4,310,909
MICRON TECHNOLOGY INC COM 100,485 100,485 New 3,553,207


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