13F filing recap · Q4 2010

What did Appaloosa LP buy in Q4 2010?

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

Stock value

$4.84B

Positions

Estimated turnover

47.3%

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

MUMicron Technology, Inc.$142.47Mreported value+17.76M shares DFDean Foods Co$95.17Mreported value+10.77M shares UALUnited Airlines Holdings, Inc.$91.74Mreported value+3.85M shares GMGeneral Motors Company$50.90Mreported value+1.38M shares HIG WSThe Hartford Insurance Group, Inc.$24.97Mreported value+1.38M shares JPMJPMorgan Chase & Co$22.94Mreported value+540.7K shares GM.PRBGeneral Motors Company$16.23Mreported value+300.0K shares MTWManitowoc Co Inc$15.76Mreported value+1.20M shares MWAMueller Water Products, Inc.$10.24Mreported value+2.46M shares FBCFlagstar Bancorp Inc$4.97Mreported value+3.05M shares KRKroger Co$3.03Mreported value+135.3K shares SWYSafeway Inc$2.98Mreported value+132.6K shares SVUSupervalu Inc$2.96Mreported value+307.4K shares MHGCMorgans Hotel Group Co.$824.0Kreported value+90.8K shares

Increased positions

CCitigroup Inc$555.78Mreported value+66.25M shares+129.3%WFC-PLWells Fargo & Company/mn$335.67Mreported value+43.5K shares+14.9%BACBank of America Corp$334.40Mreported value+2.59M shares+11.5%HPQHP Inc.$246.00Mreported value+2.12M shares

Reduced positions

FITBFifth Third Bancorp$138.95Mreported value-862.5K shares-8.4%YHOOAltaba Inc.$44.99Mreported value-82.5K shares-3.0%COFCapital One Financial Corp$43.67Mreported value-402.8K shares-28.2%HIGThe Hartford Insurance Group, Inc.$34.62Mreported value-214.5K shares

Exited positions

UALUnited Airlines Holdings, Inc.$61.98Mprior reported value-2.62M shares-100.0%AIGAmerican International Group, Inc.$46.55Mprior reported value-5.42M shares-100.0%WLPWellpoint Inc$34.42Mprior reported value-607.7K shares-100.0%CALContinental Airlines Inc$22.54Mprior reported value