Appaloosa Management

Appaloosa Management as of June 30, 2010

Portfolio Holdings for Appaloosa Management

Appaloosa Management holds 55 positions in its portfolio as reported in the June 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of America Corporation (BAC) 13.7 $393M 27M 14.37
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 9.8 $283M 304k 931.00
Citi 7.6 $217M 58M 3.76
Wells Fargo & Company (WFC) 7.0 $202M 7.9M 25.60
Pfizer (PFE) 5.6 $162M 11M 14.26
Fifth Third Ban (FITB) 5.4 $156M 13M 12.29
Hartford Financial Services (HIG) 4.8 $137M 6.2M 22.13
Merck & Co (MRK) 4.7 $134M 3.8M 34.97
Suntrust Banks Inc $1.00 Par Cmn 3.8 $110M 4.7M 23.30
Macy's (M) 3.0 $87M 4.8M 17.90
Johnson & Johnson (JNJ) 2.7 $78M 1.3M 59.06
CF Industries Holdings (CF) 2.7 $77M 1.2M 63.45
Capital One Financial (COF) 2.5 $71M 1.8M 40.30
Microsoft Corporation (MSFT) 1.9 $55M 2.4M 23.01
E-trade Financial Corp note 1.9 $53M 46M 1.15
American International (AIG-A) 1.8 $53M 5.5M 9.60
Valero Energy Corporation (VLO) 1.6 $47M 2.6M 17.98
Ual Corp 1.5 $43M 2.1M 20.56
Yahoo! 1.5 $42M 3.1M 13.83
Willis Group Holdings 1.4 $40M 1.3M 30.05
Navistar International Corporation 1.3 $37M 752k 49.20
ROYAL BK SCOTLAND Group Plc adr pref ser n 1.2 $35M 3.1M 11.15
Goodyear Tire & Rubber Company (GT) 0.9 $27M 2.7M 9.94
ROYAL BK SCOTLAND Group Plc sp adr pref t 0.8 $24M 2.0M 12.11
ROYAL BK SCOTLAND Group Plc sp adr l rp pf 0.8 $24M 1.7M 13.93
ROYAL BK SCOTLAND Group Plc sp adr pref s 0.8 $22M 2.0M 11.18
Brunswick Corporation (BC) 0.7 $20M 1.6M 12.43
Con-way 0.7 $19M 633k 30.02
Suno 0.7 $19M 535k 34.77
ROYAL BK SCOTLAND Group Plc adr pref shs q 0.6 $18M 1.6M 11.45
AMR Corporation 0.6 $18M 2.6M 6.78
Delta Air Lines (DAL) 0.6 $16M 1.4M 11.75
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.6 $16M 1.5M 11.06
BB&T Corporation 0.5 $15M 567k 26.31
US Airways 0.5 $15M 1.7M 8.61
Continental Airls Inc cl b 0.5 $14M 644k 22.00
Tesoro Corporation 0.4 $12M 1.0M 11.67
MPG Office Trust 0.4 $12M 4.0M 2.93
Newcastle Investment 0.4 $11M 4.1M 2.68
SuperMedia 0.3 $9.1M 495k 18.29
Banco Santander (SAN) 0.3 $7.9M 754k 10.50
E TRADE Financial Corporation 0.2 $5.9M 499k 11.82
Strategic Hotels & Resorts 0.2 $5.4M 1.2M 4.39
CNO Financial (CNO) 0.2 $5.6M 1.1M 4.95
Arkansas Best Corporation 0.1 $4.3M 210k 20.75
Gramercy Capital 0.1 $3.9M 3.1M 1.26
Capital One Financial Corp *w exp 11/14/201 0.1 $3.9M 255k 15.28
Yrc Worldwide 0.1 $3.1M 21M 0.15
OfficeMax Incorporated 0.1 $2.1M 159k 13.06
Wts/the Pnc Financial Services Grp wts 0.1 $1.4M 123k 11.59
Royal Bk Scotland Group Plc spon adr ser h 0.1 $1.5M 89k 17.12
ROYAL BK SCOTLAND Group Plc spon adr f 0.0 $935k 54k 17.45
Owens Corning New *w exp 10/30/201 0.0 $29k 11k 2.72
United Parcel Service Inc option 0.0 $36k 7.0k 5.14
Virgin Media Inc *w exp 99/99/999 0.0 $9.5k 237k 0.04