Appaloosa LP

SHORT HILLS, NJ · CIK 0001656456

Portfolio Value: $2.50B

Positions: 34

Period: 2022-03-31

Filed: 2022-05-16

Portfolio Value

$2.50B

Positions

New

Increased

Decreased

Sold Out

185

Appaloosa LP Q1 2022 13F Filing Summary

Appaloosa LP (SHORT HILLS, NJ) reported a portfolio value of $2.50B across 34 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). Top holdings include GOOG ($332.37M), AMZN ($277.10M), META ($197.90M). The top 10 positions account for 70.5% of the portfolio. This quarter saw 2 new positions, 3 increases, 26 reductions, 185 complete exits. Notable new buys: LVS ($20.41M), WYNN ($17.94M). Notable exits: ALIT, GM, PHM.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	GOOGALPHABET INC CAP STK CL C	02079K107	$332.37M	119,000	13.30%	-11.9%
2	AMZNAMAZON COM INC COM	23135106	$277.10M	85,000	11.09%	+21.4%
3	METAMETA PLATFORMS INC CL A	30303M102	$197.90M	890,000	7.92%	-19.1%
4	MMACYS INC COM	55616P104	$192.73M	7,911,642	7.71%	-21.6%
5	MUMICRON TECHNOLOGY INC COM	595112103	$163.57M	2,100,000	6.55%	-23.6%
6	OXYOCCIDENTAL PETE CORP COM	674599105	$161.14M	2,840,000	6.45%	-57.0%
7	EQTEQT CORP COM	26884L109	$135.40M	3,935,000	5.42%	-19.5%
8	MSFTMICROSOFT CORP COM	594918104	$112.84M	366,000	4.52%	+23.0%
9	ETENERGY TRANSFER L P COM UT LTD PTN	29273V100	$103.08M	9,211,393	4.12%	-25.7%
10	UNHUNITEDHEALTH GROUP INC COM	91324P102	$85.67M	168,000	3.43%	-6.1%
11	UBERUBER TECHNOLOGIES INC COM	90353T100	$72.07M	2,020,000	2.88%	+797.8%
12	PCGPG&E CORP COM	69331C108	$71.72M	6,007,160	2.87%	-51.9%
13	SYYSYSCO CORP COM	871829107	$61.24M	750,000	2.45%	-10.7%
14	ARANTERO RESOURCES CORP COM	03674X106	$60.30M	1,975,000	2.41%	-30.6%
15	MOSMOSAIC CO NEW COM	61945C103	$55.53M	835,000	2.22%	-65.2%
16	XLESELECT SECTOR SPDR TR ENERGY	81369Y506	$53.13M	695,000	2.13%	-67.7%
17	GTGOODYEAR TIRE & RUBR CO COM	382550101	$46.51M	3,254,829	1.86%	-36.8%
18	KSSKOHLS CORP COM	500255104	$42.32M	700,000	1.69%	-57.6%
19	XOPSPDR SER TR S&P OILGAS EXP	78468R556	$38.35M	285,000	1.53%	-71.5%
20	FCXFREEPORT-MCMORAN INC CL B	35671D857	$36.81M	740,000	1.47%	-60.0%
21	JWNNORDSTROM INC COM	655664100	$30.50M	1,125,000	1.22%	-17.9%
22	SAPCHESAPEAKE ENERGY CORP *W EXP 02/09/202	165167172	$22.51M	378,000	0.90%	-45.6%
23	EPDENTERPRISE PRODS PARTNERS L COM	293792107	$21.11M	817,980	0.84%	-58.3%
24	LVSLAS VEGAS SANDS CORP COM	517834107	$20.41M	525,000	0.82%	New
25	WYNNWYNN RESORTS LTD COM	983134107	$17.94M	225,000	0.72%	New
26	ALPSALPS ETF TR ALERIAN MLP	00162Q452	$15.51M	405,000	0.62%	-64.9%
27	THCHALTIMETER GROWTH CORP 2 COM CL A	G0371B109	$14.73M	1,500,000	0.59%	-
28	SAPCHESAPEAKE ENERGY CORP *W EXP 02/09/202	165167180	$13.36M	240,000	0.53%	-37.8%
29	SAPCHESAPEAKE ENERGY CORP COM	165167735	$10.61M	122,000	0.42%	-69.5%
30	PCGPG&E CORP UNIT 99/99/9999	69331C140	$8.43M	75,000	0.34%	-
31	ATIAPA CORPORATION COM	03743Q108	$8.27M	200,000	0.33%	-75.6%
32	WESWESTERN MIDSTREAM PARTNERS L COM UNIT LP INT	958669103	$6.04M	239,310	0.24%	-57.7%
33	TCV ACQUISITION CORP CL A SHS	G8704C124	$5.86M	600,000	0.23%	-
34	MPLXMPLX LP COM UNIT REP LTD	55336V100	$3.99M	120,380	0.16%	-76.8%

Position Changes

Stock	Value	Shares
LVSLAS VEGAS SANDS CORP	$20.41M	525,000
WYNNWYNN RESORTS LTD	$17.94M	225,000