13F filing recap · Q4 2007

What did Appaloosa LP buy in Q4 2007?

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

Stock value

$1.57B

Positions

Estimated turnover

79.7%

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$76.83Mreported value+1.50M shares DTVDirectv Group Inc$17.69Mreported value+765.0K shares ETFCE*trade Financial Corporation$4.97Mreported value+1.40M shares CFCf Industries Holdings, Inc.$3.60Mreported value+32.7K shares CLFCleveland-Cliffs Inc$1.01Mreported value+10.0K shares

Increased positions

SLMSlm Corp$210.84Mreported value+10.29M shares+5871.9%

Reduced positions

CSCOCisco Systems, Inc.$419.58Mreported value-7.75M shares-33.3%ORCLOracle Corporation$259.67Mreported value-13.93M shares-54.8%GEGeneral Electric Company$144.57Mreported value-6.05M shares-60.8%MBGMercedes-Benz Group AG (formerly Daimler Ag)$96.53Mreported value-1.73M shares

Exited positions

AIGAmerican International Group, Inc.$67.65Mprior reported value-1.00M shares-100.0%TXUTxu Corp$34.23Mprior reported value-500.0K shares-100.0%FFord Motor Co$29.71Mprior reported value-3.50M shares-100.0%HLTHilton Hotels Corporation$21.66Mprior reported value-466.0K shares