SmartMoneyDB

Appaloosa LP

SHORT HILLS, NJ · CIK 0001656456

Portfolio Value: $6.09B
Positions: 53
Period: 2017-03-31
Filed: 2017-05-12
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016

Portfolio Value

$6.09B

Positions

53

New

8

Increased

19

Decreased

20

Sold Out

35

Appaloosa LP Q1 2017 13F Filing Summary

Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $6.09B across 53 positions in their Q1 2017 SEC 13F filing (period ending 2017-03-31). Top holdings include GAN ($701.74M), ET ($436.85M), PAR ($406.93M). The top 10 positions account for 55.6% of the portfolio. This quarter saw 8 new positions, 19 increases, 20 reductions, 35 complete exits. Notable new buys: CBS CORP NEW ($72.44M), UNH ($49.20M), SYMCEUR ($47.55M). Notable exits: NNBR, CFG, QCOM.

All Holdings

#StockValue↓WeightChange
1
GANALLERGAN PLC
SHS
$701.74M
11.53%
-31.1%
2
ETENERGY TRANSFER PRTNRS L P
UNIT LTD PARTN
$436.85M
7.18%
-
3
PARWILLIAMS PARTNERS L P NEW
COM UNIT LTD PAR
$406.93M
6.69%
+5.1%
4
GOOGALPHABET INC
CAP STK CL C
$394.04M
6.47%
-1.7%
5
SPYSPDR S&P 500 ETF TR
TR UNIT
$353.61M
5.81%
+46.6%
6
METAFACEBOOK INC
CL A
$270.94M
4.45%
-12.6%
7
PNCPNC FINL SVCS GROUP INC
COM
$234.59M
3.85%
-
8
BACBANK AMER CORP
COM
$207.18M
3.40%
+0.0%
9
MUMICRON TECHNOLOGY INC
COM
$193.34M
3.18%
+105.8%
10
GMGENERAL MTRS CO
COM
$183.21M
3.01%
+0.0%
11
THCHSOUTHWEST AIRLS CO
COM
$166.01M
2.73%
+159.4%
12
OCOWENS CORNING NEW
COM
$160.21M
2.63%
-3.9%
13
ALLALLSTATE CORP
COM
$151.26M
2.48%
-28.5%
14
HUNHUNTSMAN CORP
COM
$136.57M
2.24%
-2.6%
15
MHKMOHAWK INDS INC
COM
$129.34M
2.12%
-10.8%
16
RFREGIONS FINL CORP NEW
COM
$128.03M
2.10%
+20.0%
17
KMIKINDER MORGAN INC DEL
COM
$114.53M
1.88%
+29.7%
18
ATLNATLANTICA YIELD PLC
SHS
$108.78M
1.79%
-10.8%
19
TERRAFORM PWR INC
CL A COM
$107.73M
1.77%
-
20
WDCWESTERN DIGITAL CORP
COM
$107.29M
1.76%
+16.1%
21
PFEPFIZER INC
COM
$103.35M
1.70%
-37.2%
22
YAHOYYAHOO INC
COM
$102.10M
1.68%
+63.0%
23
URIUNITED RENTALS INC
COM
$87.92M
1.44%
+7.0%
24
CNCCENTENE CORP DEL
COM
$83.70M
1.38%
+49.6%
25
BSXBOSTON SCIENTIFIC CORP
COM
$83.07M
1.36%
+507.3%
26
WHRWHIRLPOOL CORP
COM
$82.57M
1.36%
-15.0%
27
MYLAN N V
SHS EURO
$74.08M
1.22%
-42.0%
28
CBS CORP NEW
CL B
$72.44M
1.19%
New
29
TEVATEVA PHARMACEUTICAL INDS LTD
SPONSORED ADR
$69.80M
1.15%
-57.0%
30
7SUSUMMIT MATLS INC
CL A
$63.42M
1.04%
+51.5%
31
UNHUNITEDHEALTH GROUP INC
COM
$49.20M
0.81%
New
32
SYMCEURSYMANTEC CORP
COM
$47.55M
0.78%
New
33
HCAHCA HOLDINGS INC
COM
$43.40M
0.71%
-57.4%
34
AAPLAPPLE INC
COM
$43.10M
0.71%
-33.3%
35
CHTRCHARTER COMMUNICATIONS INC N
CL A
$42.48M
0.70%
New
36
ITTARCELORMITTAL SA LUXEMBOURG
NY REGISTRY SH
$41.63M
0.68%
+410.5%
37
KMTKENNAMETAL INC
COM
$39.46M
0.65%
-0.4%
38
NUENUCOR CORP
COM
$32.41M
0.53%
New
39
DALDELTA AIR LINES INC DEL
COM NEW
$29.37M
0.48%
+168.5%
40
HAINHAIN CELESTIAL GROUP INC
COM
$28.80M
0.47%
-23.8%
41
ALPSALPS ETF TR
ALERIAN MLP
$26.80M
0.44%
-55.7%
42
UNTCUNITED CONTL HLDGS INC
COM
$25.76M
0.42%
+127.9%
43
TMOTHERMO FISHER SCIENTIFIC INC
COM
$24.58M
0.40%
New
44
GTLLTERRAFORM GLOBAL INC
CL A
$18.47M
0.30%
-
45
RIORIO TINTO PLC
SPONSORED ADR
$16.07M
0.26%
+334.0%
46
TATTUNITED STATES STL CORP NEW
COM
$15.33M
0.25%
+25.9%
47
MCKMCKESSON CORP
COM
$14.83M
0.24%
-63.6%
48
KYNKAYNE ANDERSON MLP INVT CO
COM
$13.48M
0.22%
-17.8%
49
WMIH CORP
COM
$11.02M
0.18%
-
50
AK STL HLDG CORP
COM
$3.84M
0.06%
New
Showing 1-50 of 53

Position Changes

StockValueShares
CBS CORP NEW
$72.44M1,044,381
UNHUNITEDHEALTH GROUP INC
$49.20M300,000
SYMCEURSYMANTEC CORP
$47.55M1,550,000
CHTRCHARTER COMMUNICATIONS INC N
$42.48M129,784
NUENUCOR CORP
$32.41M542,714
TMOTHERMO FISHER SCIENTIFIC INC
$24.58M160,000
AK STL HLDG CORP
$3.84M534,327
SNAPSNAP INC
$2.25M100,000