13F filing recap · Q4 2006

What did Appaloosa LP buy in Q4 2006?

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

Stock value

$2.91B

Positions

Estimated turnover

29.3%

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

OCOwens Corning$65.41Mreported value+2.19M shares FFord Motor Co$45.06Mreported value+6.00M shares AWIArmstrong World Industries, Inc.$14.81Mreported value+349.5K shares SMHSemiconductor Hldrs Trust$2.86Mreported value+85.0K shares ISLEIsle of Capri Casinos Inc$2.73Mreported value+102.9K shares PENNPenn Entertainment, Inc.$624.0Kreported value+15.0K shares

Increased positions

ORCLOracle Corporation$514.20Mreported value+3.55M shares+13.4%PONRPioneer Cos Inc$2.54Mreported value+4 shares+0.0%

Reduced positions

QQQInvesco Qqq Trust, Series 1$431.60Mreported value-4.45M shares-30.8%AMATApplied Materials Inc /de$309.04Mreported value-1.05M shares-5.9%MSFTMicrosoft Corporation$298.60Mreported value-1.50M shares-13.0%MUMicron Technology, Inc.$253.92Mreported value-6.06M shares

Exited positions

AEPAmerican Electric Power Company, Inc.$19.13Mprior reported value-526.0K shares-100.0%HCBKHudson City Bancorp, Inc.$3.98Mprior reported value-300.0K shares-100.0%SESea Containers Ltd$3.46Mprior reported value-2.96M shares-100.0%MSIMotorola, Inc.$2.50Mprior reported value