Appaloosa Management

Appaloosa Management as of Dec. 31, 2009

Portfolio Holdings for Appaloosa Management

Appaloosa Management holds 48 positions in its portfolio as reported in the December 2009 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of America Corporation (BAC) 14.3 $486M 32M 15.06
Citi 13.5 $457M 138M 3.31
Wells Fargo & Company (WFC) 8.7 $297M 11M 26.99
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 8.4 $286M 311k 918.00
Fifth Third Ban (FITB) 7.0 $238M 24M 9.75
Bank Of America Corporation preferred 6.5 $221M 15M 14.92
American International (AIG-A) 5.4 $184M 16M 11.33
Suntrust Banks Inc $1.00 Par Cmn 5.1 $173M 8.5M 20.29
Hartford Financial Services (HIG) 4.3 $145M 6.2M 23.26
Conseco Inc dbcv 3.500% 9/3 3.4 $117M 117M 1.00
Capital One Financial (COF) 3.4 $115M 3.0M 38.34
Microsoft Corporation (MSFT) 2.7 $92M 3.0M 30.49
E-trade Financial Corp note 2.3 $79M 46M 1.70
AMR Corporation 1.4 $46M 6.0M 7.73
Ual Corp 1.2 $39M 3.0M 12.91
Delta Air Lines (DAL) 1.0 $35M 3.0M 11.38
ROYAL BK SCOTLAND Group Plc adr pref ser n 1.0 $34M 3.3M 10.36
Willis Group Holdings 0.9 $32M 1.2M 26.38
Goodyear Tire & Rubber Company (GT) 0.8 $28M 2.0M 14.10
Brunswick Corporation (BC) 0.8 $27M 2.1M 12.71
Valassis Communications 0.8 $26M 1.4M 18.26
BB&T Corporation 0.7 $24M 954k 25.37
ROYAL BK SCOTLAND Group Plc sp adr l rp pf 0.7 $22M 1.7M 12.93
Xl Capital 0.5 $18M 970k 18.33
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.4 $15M 1.4M 10.50
E Trade Financial Corp 0.4 $14M 7.9M 1.75
US Airways 0.4 $13M 2.6M 4.84
Rite Aid Corporation 0.4 $12M 8.2M 1.51
ROYAL BK SCOTLAND Group Plc sp adr pref t 0.4 $12M 1.0M 11.89
Gramercy Capital 0.3 $12M 4.6M 2.59
ROYAL BK SCOTLAND Group Plc sp adr pref s 0.3 $12M 1.1M 10.88
Conseco 0.3 $11M 2.2M 5.00
ROYAL BK SCOTLAND Group Plc adr pref shs q 0.3 $9.6M 868k 11.04
Royal Bk Scotland Group Plc adr pref shs r 0.3 $9.1M 896k 10.16
Royal Bk Scotland Group Plc adr pfd ser p 0.2 $8.3M 815k 10.22
Newcastle Investment 0.2 $7.4M 3.6M 2.09
Navistar International Corporation 0.2 $7.5M 194k 38.65
Office Depot 0.2 $6.7M 1.0M 6.45
Hospitality Properties Trust 0.2 $6.8M 286k 23.71
Maguire Prop 0.2 $6.5M 4.3M 1.51
OfficeMax Incorporated 0.2 $5.7M 450k 12.69
Capital One Financial Cor w exp 11/201 0.1 $4.7M 354k 13.17
Strategic Hotels & Resorts 0.1 $2.1M 1.1M 1.86
Royal Bk Scotland Group Plc spon adr ser h 0.0 $1.3M 89k 14.44
ROYAL BK SCOTLAND Group Plc spon adr f 0.0 $860k 54k 16.05
NRG Energy (NRG) 0.0 $42k 1.8k 23.52
Owens Corning New *w exp 10/30/201 0.0 $19k 11k 1.79
Virgin Media Inc *w exp 99/99/999 0.0 $12k 237k 0.05