13F filing recap · Q3 2005

What did Appaloosa LP buy in Q3 2005?

Reported stock-position changes between this filing and the previous one.

Stock value

$1.35B

Positions

Estimated turnover

105.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

AEPAmerican Electric Power Company, Inc.$205.23Mreported value+5.17M shares CVXChevron Corp$115.71Mreported value+1.79M shares EIXEdison International$70.92Mreported value+1.50M shares RRIReliant Resources Inc$48.72Mreported value+3.16M shares PXDPioneer Natural Resources Co$33.02Mreported value+601.2K shares OXYOccidental Petroleum Corporation$32.89Mreported value+385.0K shares CFCf Industries Holdings, Inc.$27.91Mreported value+1.88M shares IMDCInamed Corp$23.27Mreported value+307.5K shares FSTForest Oil Corp.$15.63Mreported value+300.0K shares SMSt Mary Land & Exploration Co$6.85Mreported value+187.1K shares FMDThe First Marblehead Corporation$3.13Mreported value+123.4K shares MGPIMgp Ingredients Inc$687.0Kreported value+61.3K shares

Increased positions

FDGFording Canadian Coal Trust$47.11Mreported value+737.8K shares+200.0%THXHouston Exploration Company$16.85Mreported value+200.5K shares+401.0%

Reduced positions

MEEMassey Energy$173.93Mreported value-3.34M shares-49.5%ARCHArch Coal Inc$134.35Mreported value-1.68M shares-45.7%BTUPeabody Energy Corp$89.01Mreported value-1.36M shares-56.3%CEIXConsol Energy Inc$64.28Mreported value-1.29M shares

Exited positions

AIGAmerican International Group, Inc.$78.44Mprior reported value-1.35M shares-100.0%LAFLafarge North America Inc$8.14Mprior reported value-130.4K shares-100.0%SOSouthern Copper Corporation$6.43Mprior reported value-150.0K shares-100.0%RDUSRadius Recycling Inc$5.37Mprior reported value