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 38
New Positions 9
Increased Positions 16
Decreased Positions 19
Positions with Activity 35
Sold Out Positions 3
Total Mkt Value (in $ millions) 4,170

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

Sector Weighting

Basic Materials 6.85%
Capital Goods 10.42%
Conglomerates
Consumer Cyclical 25.17%
Consumer/Non-Cyclical 3.36%
Energy
Financial 1.67%
Healthcare 10.69%
Services 9.53%
Technology 15.44%
Transportation 11.7%
Utilities

38 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 -168,976 Sold Out 0
AMERICAN RLTY CAP PPTYS INC COM -24,007 Sold Out 0
AXIALL CORP COM 35,218 -5,044 (12.53) 992,889
BANK AMER CORP COM 11,193 11,193 New 650,000
CHICAGO BRIDGE & IRON CO N V COM 60,046 -7,563 (11.19) 1,196,848
D R HORTON INC COM 29,790 29,790 New 1,080,898
DELTA AIR LINES INC DEL COM NEW 188,123 58,394 45.01 4,671,539
EASTMAN CHEM CO COM 73,815 35,328 91.79 910,729
GENERAL MTRS CO WT EXP 071019 2,985 New 190,011
GENERAL MTRS CO WT EXP 071016 4,467 New 190,011
GENERAL MTRS CO COM 505,385 20,398 4.21 15,296,165
GOODYEAR TIRE & RUBR CO COM 304,117 -7,652 (2.45) 9,987,416
GOOGLE INC CL C 212,878 -47,983 (18.39) 407,937
GOOGLE INC CL A 186,046 -14,805 (7.37) 342,437
HARTFORD FINL SVCS GROUP INC WT EXP 062619 -18,200 Sold Out 0
HCA HOLDINGS INC COM 445,861 -9,450 (2.08) 4,906,582
HD SUPPLY HLDGS INC COM 99,486 53,836 117.93 2,842,471
HUNTSMAN CORP COM 176,451 42,976 32.20 8,082,950
JETBLUE AIRWAYS CORP COM 94,886 94,886 New 4,730,125
KBR INC COM 32,723 -6,574 (16.73) 1,700,802