SmartMoneyDB

Appaloosa LP

SHORT HILLS, NJ · CIK 0001656456

Portfolio Value: $1.35B
Positions: 24
Period: 2022-12-31
Filed: 2023-02-14
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

$1.35B

Positions

24

New

0

Increased

10

Decreased

8

Sold Out

198

Appaloosa LP Q4 2022 13F Filing Summary

Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $1.35B across 24 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). Top holdings include CEG ($206.79M), GOOG ($177.02M), AMZN ($126.00M). The top 10 positions account for 80.8% of the portfolio. This quarter saw 10 increases, 8 reductions, 198 complete exits. Notable exits: MOS, KSS, MU.

All Holdings

#StockValue↓WeightChange
1
CEGCONSTELLATION ENERGY CORP
COM
$206.79M
15.34%
-8.8%
2
GOOGALPHABET INC
CAP STK CL C
$177.02M
13.13%
-
3
AMZNAMAZON COM INC
COM
$126.00M
9.35%
+3.4%
4
MMACYS INC
COM
$122.87M
9.11%
-0.8%
5
ETENERGY TRANSFER L P
COM UT LTD PTN
$121.11M
8.98%
-
6
EQTEQT CORP
COM
$86.27M
6.40%
+1.0%
7
UNHUNITEDHEALTH GROUP INC
COM
$79.53M
5.90%
-
8
METAMETA PLATFORMS INC
CL A
$69.20M
5.13%
-34.3%
9
MSFTMICROSOFT CORP
COM
$56.36M
4.18%
-
10
HCAHCA HEALTHCARE INC
COM
$43.79M
3.25%
+143.3%
11
CRMSALESFORCE INC
COM
$39.78M
2.95%
+57.9%
12
ARANTERO RESOURCES CORP
COM
$38.74M
2.87%
-
13
UBERUBER TECHNOLOGIES INC
COM
$30.29M
2.25%
+22.5%
14
DISDISNEY WALT CO
COM
$26.06M
1.93%
+0.0%
15
SAPCHESAPEAKE ENERGY CORP
COM
$23.88M
1.77%
+181.2%
16
SAPCHESAPEAKE ENERGY CORP
*W EXP 02/09/202
$19.63M
1.46%
-32.1%
17
AESCAESARS ENTERTAINMENT INC NE
COM
$17.68M
1.31%
+0.0%
18
EPDENTERPRISE PRODS PARTNERS L
COM
$12.49M
0.93%
-33.4%
19
SAPCHESAPEAKE ENERGY CORP
*W EXP 02/09/202
$11.60M
0.86%
-37.5%
20
SYYSYSCO CORP
COM
$11.47M
0.85%
-25.0%
21
BABAALIBABA GROUP HLDG LTD
SPONSORED ADS
$8.81M
0.65%
+11.1%
22
ALPSALPS ETF TR
ALERIAN MLP
$7.77M
0.58%
-49.6%
23
MPLXMPLX LP
COM UNIT REP LTD
$6.32M
0.47%
-
24
APTVAPTIV PLC
SHS
$4.66M
0.35%
+0.0%

Position Changes

StockValueShares% Chg
AMZNAMAZON COM INC
$126.00M1,500,000+3.4%
EQTEQT CORP
$86.27M2,550,000+1.0%
HCAHCA HEALTHCARE INC
$43.79M182,500+143.3%
CRMSALESFORCE INC
$39.78M300,000+57.9%
UBERUBER TECHNOLOGIES INC
$30.29M1,225,000+22.5%
DISDISNEY WALT CO
$26.06M300,0000.0%
SAPCHESAPEAKE ENERGY CORP
$23.88M253,055+181.2%
AESCAESARS ENTERTAINMENT INC NE
$17.68M425,0000.0%
BABAALIBABA GROUP HLDG LTD
$8.81M100,000+11.1%
APTVAPTIV PLC
$4.66M50,0000.0%