13F filing recap · Q3 2006

What did Appaloosa LP buy in Q3 2006?

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

Stock value

$3.27B

Positions

Estimated turnover

58.7%

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

QQQInvesco Qqq Trust, Series 1$587.21Mreported value+14.45M shares QMNDQQimonda AG$90.53Mreported value+5.33M shares AMRAmr Corp$70.90Mreported value+3.06M shares CALContinental Airlines Inc$42.01Mreported value+1.48M shares UALUnited Airlines Holdings, Inc.$31.88Mreported value+1.20M shares JNPRJuniper Networks, Inc.$24.19Mreported value+1.40M shares INTCIntel Corp$17.18Mreported value+835.0K shares CHKPCheck Point Software Technologies Ltd.$2.00Mreported value+105.0K shares OIO-I Glass, Inc.$1.93Mreported value+125.0K shares EGLTEagle Test Systems Inc$1.65Mreported value+100.0K shares LTXXLtx Corp$626.0Kreported value+125.0K shares OLNOlin Corp$384.0Kreported value+25.0K shares

Increased positions

ORCLOracle Corporation$469.22Mreported value+1.45M shares+5.8%MUMicron Technology, Inc.$421.95Mreported value+4.96M shares+25.7%AMATApplied Materials Inc /de$315.59Mreported value+6.24M shares+53.9%MSFTMicrosoft Corporation$314.52Mreported value+2.35M shares

Reduced positions

AEPAmerican Electric Power Company, Inc.$19.13Mreported value-889.7K shares-62.8%HCBKHudson City Bancorp, Inc.$3.98Mreported value-120.5K shares-28.7%PTBTQPope & Talbot Inc$2.48Mreported value-69.6K shares-13.9%CFCf Industries Holdings, Inc.$1.71Mreported value-140.0K shares

Exited positions

SMHSemiconductor Hldrs Trust$59.24Mprior reported value-1.80M shares-100.0%MIRMirant Corp New$10.72Mprior reported value-400.0K shares-100.0%DRTEDendrite Intl Inc$215.0Kprior reported value-23.4K shares-100.0%LEVLevitt Corp$43.0Kprior reported value-2.7K shares