13F filing recap · Q3 2007

What did Appaloosa LP buy in Q3 2007?

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

Stock value

$3.01B

Positions

Estimated turnover

23.0%

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

PHHPhh Corporation$79.24Mreported value+3.02M shares AIGAmerican International Group, Inc.$67.65Mreported value+1.00M shares TXUTxu Corp$34.23Mreported value+500.0K shares HETHarrah'S Entertainment Inc$31.15Mreported value+358.3K shares CCOClear Channel Communications, Inc.$28.69Mreported value+766.2K shares HLTHilton Hotels Corporation$21.66Mreported value+466.0K shares ASNArchstone Smith Trust$12.03Mreported value+200.0K shares ATAlltel Corp$9.69Mreported value+139.1K shares SLTSterlite Industries (india) Limited$9.00Mreported value+486.5K shares SLMSlm Corp$8.71Mreported value+175.3K shares BLCOBausch & Lomb Inc$8.20Mreported value+128.1K shares CENCeridian Corporation$7.81Mreported value+224.8K shares BFHBread Financial Holdings, Inc.$5.73Mreported value+74.0K shares MIRMirant Corp New$4.07Mreported value+100.0K shares LYOLyondell Chemical Co$3.48Mreported value+75.0K shares NUENucor Corporation$2.52Mreported value+42.3K shares QCOMQualcomm Inc/de$2.11Mreported value+50.0K shares RTIRti International Metals Inc$1.98Mreported value+25.0K shares TYCTyco International Ltd$1.44Mreported value+32.5K shares FCXFreeport-Mcmoran Inc.$1.05Mreported value+10.0K shares LEVLevitt Corp$104.0Kreported value+51.8K shares

Increased positions

CSCOCisco Systems, Inc.$770.27Mreported value+1.46M shares+6.7%GEGeneral Electric Company$411.88Mreported value+426.0K shares+4.5%MBGMercedes-Benz Group AG (formerly Daimler Ag)$274.01Mreported value+175.3K shares+6.9%UTXRtx Corporation$99.55Mreported value+132.4K shares

Reduced positions

ORCLOracle Corporation$550.60Mreported value-18.2K shares-0.1%AMATApplied Materials Inc /de$158.41Mreported value-712.9K shares-8.5%GTGoodyear Tire & Rubber Co /oh/$128.31Mreported value-1.04M shares-19.9%JNPRJuniper Networks, Inc.$56.75Mreported value-400.0K shares

Exited positions

ASMLAsml Holding N.v.$16.42Mprior reported value-598.2K shares-100.0%PONRPioneer Cos Inc$4.15Mprior reported value-120.6K shares-100.0%ISLEIsle of Capri Casinos Inc$2.97Mprior reported value-124.0K shares-100.0%TWCTime Warner Cable Inc$2.60Mprior reported value-66.5K shares