Appaloosa Management

Appaloosa Management as of Sept. 30, 2011

Portfolio Holdings for Appaloosa Management

Appaloosa Management holds 50 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
CVR Energy (CVI) 8.6 $133M 6.3M 21.14
Goodyear Tire & Rubber Company (GT) 7.0 $109M 11M 10.09
Valero Energy Corporation (VLO) 6.4 $99M 5.6M 17.78
Macy's (M) 5.6 $87M 3.3M 26.32
Hldgs (UAL) 5.0 $78M 4.0M 19.38
International Paper Company (IP) 5.0 $77M 3.3M 23.25
Dean Foods Company 4.6 $70M 7.9M 8.87
CF Industries Holdings (CF) 4.3 $67M 540k 123.39
Citigroup (C) 4.2 $65M 2.5M 25.62
US Airways 3.3 $51M 9.3M 5.50
Micron Technology (MU) 2.9 $44M 8.8M 5.04
Applied Materials (AMAT) 2.8 $43M 4.1M 10.35
Microsoft Corporation (MSFT) 2.8 $43M 1.7M 24.89
Hollyfrontier Corp 2.7 $42M 1.6M 26.22
KLA-Tencor Corporation (KLAC) 2.6 $40M 1.0M 38.28
Mosaic (MOS) 2.3 $36M 737k 48.97
ROYAL BK SCOTLAND Group Plc adr pref ser n 2.3 $36M 3.4M 10.61
Lam Research Corporation (LRCX) 2.2 $34M 906k 37.98
Google 1.7 $26M 51k 514.37
Mueller Water Products (MWA) 1.7 $26M 11M 2.48
Western Refining 1.6 $25M 2.0M 12.46
ROYAL BK SCOTLAND Group Plc sp adr pref s 1.6 $24M 2.2M 11.11
ROYAL BK SCOTLAND Group Plc sp adr pref t 1.5 $23M 1.9M 12.05
Calumet Specialty Products Partners, L.P (CLMT) 1.5 $23M 1.3M 16.94
Delta Air Lines (DAL) 1.4 $21M 2.9M 7.50
Tesoro Corporation 1.4 $22M 1.1M 19.47
Teradyne (TER) 1.2 $18M 1.7M 11.01
ROYAL BK SCOTLAND Group Plc adr pref shs q 1.2 $18M 1.6M 11.37
Navistar International Corporation 1.1 $17M 533k 32.12
Masco Corporation (MAS) 1.0 $15M 2.1M 7.12
Apple (AAPL) 0.9 $15M 38k 381.17
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.9 $14M 1.4M 10.69
Hartford Finl Svcs Wt Exp 0626 wt 0.8 $13M 1.3M 9.62
AMR Corporation 0.8 $13M 4.3M 2.96
Temple-Inland 0.8 $12M 383k 31.37
ROYAL BK SCOTLAND Group Plc sp adr l rp pf 0.8 $12M 720k 15.99
E TRADE Financial Corporation 0.7 $11M 1.2M 9.11
MPG Office Trust 0.6 $9.6M 4.5M 2.11
Goodyear Tire Rubr Pfd 5.875% p 0.5 $7.8M 200k 38.95
BP (BP) 0.4 $5.7M 157k 36.07
KB Home (KBH) 0.3 $5.1M 878k 5.86
Pulte (PHM) 0.3 $4.4M 1.1M 3.95
Beazer Homes USA 0.2 $2.7M 1.8M 1.51
General Mtrs Co *w exp 07/10/201 0.1 $2.0M 172k 11.64
Ryland 0.1 $1.4M 135k 10.65
General Mtrs Co jr pfd cnv srb 0.1 $1.4M 39k 35.08
General Mtrs Co *w exp 07/10/201 0.1 $1.4M 172k 7.93
SuperMedia 0.0 $449k 290k 1.55
Dana Holding Corporation (DAN) 0.0 $485k 46k 10.50
Owens Corning New *w exp 10/30/201 0.0 $10k 7.5k 1.33