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) 4,267

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 10.87%
Conglomerates
Consumer Cyclical 26.4%
Consumer/Non-Cyclical 4.19%
Energy
Financial 1.6%
Healthcare 9.44%
Services 9.99%
Technology 16.48%
Transportation 11.99%
Utilities

37 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AMERICAN AIRLS GROUP INC COM -185,569 Sold Out 0
AMERICAN RLTY CAP PPTYS INC COM -26,554 Sold Out 0
AXIALL CORP COM 35,714 -5,115 (12.53) 992,889
BANK AMER CORP COM 10,888 10,888 New 650,000
CHICAGO BRIDGE & IRON CO N V COM 67,395 -8,489 (11.19) 1,196,848
D R HORTON INC COM 28,806 28,806 New 1,080,898
DELTA AIR LINES INC DEL COM NEW 201,717 62,614 45.01 4,671,539
EASTMAN CHEM CO COM 71,092 34,025 91.79 910,729
GENERAL MTRS CO WT EXP 071019 3,363 New 190,011
GENERAL MTRS CO WT EXP 071016 4,898 New 190,011
GENERAL MTRS CO COM 546,073 22,040 4.21 15,296,165
GOODYEAR TIRE & RUBR CO COM 317,001 -7,976 (2.45) 9,987,416
GOOGLE INC CL C 220,331 -49,663 (18.39) 407,937
GOOGLE INC CL A 189,888 -15,111 (7.37) 342,437
HARTFORD FINL SVCS GROUP INC WT EXP 062619 -17,105 Sold Out 0
HCA HOLDINGS INC COM 402,978 -8,542 (2.08) 4,906,582
HD SUPPLY HLDGS INC COM 94,711 51,252 117.93 2,842,471
HUNTSMAN CORP COM 184,291 44,886 32.20 8,082,950
JETBLUE AIRWAYS CORP COM 96,707 96,707 New 4,730,125
KBR INC COM 31,125 -6,253 (16.73) 1,700,802