13F filing recap · Q1 2022

What did Appaloosa LP buy in Q1 2022?

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

Stock value

$2.50B

Positions

Estimated turnover

64.3%

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

LVSLas Vegas Sands Corp$20.41Mreported value+525.0K shares WYNNWynn Resorts Ltd$17.94Mreported value+225.0K shares

Increased positions

AMZNAmazon.com Inc$277.10Mreported value+15.0K shares+21.4%MSFTMicrosoft Corporation$112.84Mreported value+68.5K shares+23.0%UBERUber Technologies, Inc.$72.07Mreported value+1.79M shares+797.8%

Reduced positions

GOOGAlphabet Inc.$332.37Mreported value-16.0K shares-11.9%METAMeta Platforms, Inc.$197.90Mreported value-210.0K shares-19.1%MMacy'S, Inc.$192.73Mreported value-2.18M shares-21.6%MUMicron Technology, Inc.$163.57Mreported value-650.0K shares

Exited positions

TMUST-Mobile Us, Inc.$147.99Mprior reported value-1.28M shares-100.0%GMGeneral Motors Company$131.92Mprior reported value-2.25M shares-100.0%DHID.r. Horton, Inc.$119.30Mprior reported value-1.10M shares-100.0%PHMPultegroup, Inc.$82.88Mprior reported value-1.45M shares