13F filing recap · Q1 2007

What did Appaloosa LP buy in Q1 2007?

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

Stock value

$1.58B

Positions

Estimated turnover

82.7%

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

LSILsi Corporation$87.29Mreported value+8.36M shares AGRAgere Systems Inc$45.90Mreported value+2.03M shares ALUAlcatel-Lucent$23.04Mreported value+1.95M shares ERICEricsson Lm Telephone Co$12.72Mreported value+343.0K shares VMEDWVirgin Media Inc$149.0Kreported value+237.1K shares

Increased positions

JNPRJuniper Networks, Inc.$98.17Mreported value+3.66M shares+276.5%SMHSemiconductor Hldrs Trust$9.11Mreported value+187.8K shares+220.9%PONRPioneer Cos Inc$2.91Mreported value+16.7K shares+18.8%

Reduced positions

ORCLOracle Corporation$423.34Mreported value-6.65M shares-22.2%AMATApplied Materials Inc /de$207.93Mreported value-5.40M shares-32.2%GTGoodyear Tire & Rubber Co /oh/$179.52Mreported value-2.74M shares-32.2%MUMicron Technology, Inc.$86.98Mreported value-10.99M shares

Exited positions

QQQInvesco Qqq Trust, Series 1$431.60Mprior reported value-10.00M shares-100.0%FFord Motor Co$45.06Mprior reported value-6.00M shares-100.0%TERTeradyne, Inc.$15.71Mprior reported value-1.05M shares-100.0%INTCIntel Corp$15.19Mprior reported value-750.0K shares