13F filing recap · Q2 2007

What did Appaloosa LP buy in Q2 2007?

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

Stock value

$2.53B

Positions

Estimated turnover

100.5%

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

GEGeneral Electric Company$364.53Mreported value+9.52M shares MBGMercedes-Benz Group AG (formerly Daimler Ag)$236.14Mreported value+2.54M shares UTXRtx Corporation$78.34Mreported value+1.10M shares DCELDobson Communications Corp$42.77Mreported value+3.85M shares CCICrown Castle Inc.$36.72Mreported value+1.01M shares FFord Motor Co$30.61Mreported value+3.25M shares SBACSba Communications Corporation$15.12Mreported value+450.0K shares ABBNYAbb Ltd$5.65Mreported value+250.0K shares TWCTime Warner Cable Inc$2.60Mreported value+66.5K shares MGMMgm Resorts International$2.06Mreported value+25.0K shares CVGICommercial Vehicle Group, Inc.$1.47Mreported value+78.6K shares HTGCHercules Capital, Inc.$983.0Kreported value+50.0K shares PNKPinnacle Entertainment, Inc.$704.0Kreported value+25.0K shares

Increased positions

CSCOCisco Systems, Inc.$606.78Mreported value+21.29M shares+4257.5%ORCLOracle Corporation$501.62Mreported value+2.10M shares+9.0%ALUAlcatel-Lucent$37.75Mreported value+747.2K shares+38.3%ERICEricsson Lm Telephone Co$13.96Mreported value+7.0K shares

Reduced positions

GTGoodyear Tire & Rubber Co /oh/$182.98Mreported value-491.5K shares-8.5%AMATApplied Materials Inc /de$166.22Mreported value-2.98M shares-26.3%JNPRJuniper Networks, Inc.$49.08Mreported value-3.04M shares-60.9%LSILsi Corporation$43.04Mreported value-2.63M shares

Exited positions

MUMicron Technology, Inc.$86.98Mprior reported value-7.20M shares-100.0%TXNTexas Instruments Incorporated$48.16Mprior reported value-1.60M shares-100.0%AGRAgere Systems Inc$45.90Mprior reported value-2.03M shares-100.0%LRCXLam Research Corporation$44.97Mprior reported value