SmartMoneyDB

Appaloosa LP

SHORT HILLS, NJ · CIK 0001656456

Portfolio Value: $4.20B
Positions: 51
Period: 2021-09-30
Filed: 2021-11-15
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

$4.20B

Positions

51

New

3

Increased

11

Decreased

27

Sold Out

162

Appaloosa LP Q3 2021 13F Filing Summary

Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $4.20B across 51 positions in their Q3 2021 SEC 13F filing (period ending 2021-09-30). Top holdings include GOOG ($391.80M), META ($387.75M), TMUS ($325.15M). The top 10 positions account for 53.1% of the portfolio. This quarter saw 3 new positions, 11 increases, 27 reductions, 162 complete exits. Notable new buys: ALIT ($91.84M), GJO ($13.94M), OVV ($4.11M). Notable exits: PAR, EMR, BP.

All Holdings

#StockValue↓WeightChange
1
GOOGALPHABET INC
CAP STK CL C
$391.80M
9.33%
+0.7%
2
METAFACEBOOK INC
CL A
$387.75M
9.24%
-5.2%
3
TMUST-MOBILE US INC
COM
$325.15M
7.74%
+1.0%
4
AMZNAMAZON COM INC
COM
$229.95M
5.48%
-44.0%
5
OXYOCCIDENTAL PETE CORP
COM
$196.41M
4.68%
+16.3%
6
MUMICRON TECHNOLOGY INC
COM
$195.19M
4.65%
-51.4%
7
MMACYS INC
COM
$158.20M
3.77%
+93.9%
8
PCGPG&E CORP
COM
$128.40M
3.06%
-17.9%
9
XLESELECT SECTOR SPDR TR
ENERGY
$115.12M
2.74%
-4.9%
10
DHID R HORTON INC
COM
$100.34M
2.39%
+4.4%
11
XOPSPDR SER TR
S&P OILGAS EXP
$97.69M
2.33%
+32.9%
12
ETENERGY TRANSFER L P
COM UT LTD PTN
$96.83M
2.31%
-4.9%
13
HCAHCA HEALTHCARE INC
COM
$93.93M
2.24%
-4.4%
14
GTGOODYEAR TIRE & RUBR CO
COM
$92.04M
2.19%
+64.3%
15
ALITALIGHT INC
COM CL A
$91.84M
2.19%
New
16
UBERUBER TECHNOLOGIES INC
COM
$87.38M
2.08%
-4.2%
17
MOSMOSAIC CO NEW
COM
$84.83M
2.02%
-3.6%
18
MSFTMICROSOFT CORP
COM
$83.87M
2.00%
-4.8%
19
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$77.73M
1.85%
-10.3%
20
TWTRUSDTWITTER INC
COM
$74.58M
1.78%
-5.0%
21
PHMPULTE GROUP INC
COM
$70.72M
1.68%
+2.0%
22
KSSKOHLS CORP
COM
$70.64M
1.68%
+23.5%
23
UNHUNITEDHEALTH GROUP INC
COM
$69.94M
1.67%
-4.3%
24
SYYSYSCO CORP
COM
$65.94M
1.57%
-4.5%
25
PSFEPAYSAFE LIMITED
ORD
$65.88M
1.57%
-
26
QCOMQUALCOMM INC
COM
$63.20M
1.51%
-4.5%
27
FCXFREEPORT-MCMORAN INC
CL B
$61.81M
1.47%
-5.0%
28
VVISA INC
COM CL A
$58.47M
1.39%
-4.5%
29
EQTEQT CORP
COM
$58.31M
1.39%
+167.6%
30
ARANTERO RESOURCES CORP
COM
$53.52M
1.27%
+59.8%
31
KMXCARMAX INC
COM
$50.10M
1.19%
-5.7%
32
MAMASTERCARD INCORPORATED
CL A
$45.89M
1.09%
-5.7%
33
EPDENTERPRISE PRODS PARTNERS L
COM
$42.45M
1.01%
-4.9%
34
ALPSALPS ETF TR
ALERIAN MLP
$38.50M
0.92%
-4.9%
35
BFHALLIANCE DATA SYSTEMS CORP
COM
$31.18M
0.74%
-4.9%
36
ETWOE2OPEN PARENT HOLDINGS INC
COM CL A
$28.25M
0.67%
-
37
SAPCHESAPEAKE ENERGY CORP
COM
$26.11M
0.62%
-19.4%
38
IAUISHARES INC
MSCI STH KOR ETF
$24.04M
0.57%
-3.2%
39
SAPCHESAPEAKE ENERGY CORP
*W EXP 99/99/999
$22.65M
0.54%
-
40
SAPCHESAPEAKE ENERGY CORP
*W EXP 99/99/999
$22.15M
0.53%
-
41
ATIAPA CORPORATION
COM
$17.53M
0.42%
-4.9%
42
THCHALTIMETER GROWTH CORP 2
COM CL A
$14.84M
0.35%
-
43
MPLXMPLX LP
COM UNIT REP LTD
$14.80M
0.35%
-5.0%
44
GJOWALMART INC
COM
$13.94M
0.33%
New
45
WESWESTERN MIDSTREAM PARTNERS L
COM UNIT LP INT
$11.85M
0.28%
-3.8%
46
SAPCHESAPEAKE ENERGY CORP
*W EXP 09/02/202
$11.29M
0.27%
-
47
THCHTHE BEACHBODY COMPANY INC
COM CL A
$11.08M
0.26%
-
48
THCHDRAGONEER GROWTH OPPTY CORP
SHS CL A
$7.46M
0.18%
-
49
PCGPG&E CORP
UNIT 99/99/9999
$7.17M
0.17%
-
50
TCV ACQUISITION CORP
CL A SHS
$5.88M
0.14%
-
Showing 1-50 of 51

Position Changes

StockValueShares
ALITALIGHT INC
$91.84M8,000,000
GJOWALMART INC
$13.94M100,000
OVVOVINTIV INC
$4.11M125,000