Appaloosa Management as of Dec. 31, 2011
Portfolio Holdings for Appaloosa Management
Appaloosa Management holds 29 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Calumet Specialty Products Partners, L.P | 12.3 | $94M | 5.0M | 18.73 | |
| Dean Foods Company | 11.2 | $86M | 6.1M | 14.17 | |
| AMR Corporation | 9.6 | $74M | 182k | 405.00 | |
| CF Industries Holdings (CF) | 9.1 | $69M | 6.2M | 11.20 | |
| Applied Materials (AMAT) | 5.4 | $42M | 7.8M | 5.34 | |
| International Paper Company (IP) | 4.9 | $37M | 3.4M | 11.16 | |
| 4.1 | $31M | 1.2M | 25.65 | ||
| Citigroup (C) | 3.6 | $28M | 2.2M | 13.00 | |
| Beazer Homes USA | 3.4 | $26M | 1.3M | 20.16 | |
| KLA-Tencor Corporation (KLAC) | 3.3 | $25M | 2.2M | 11.54 | |
| Lam Research Corporation (LRCX) | 3.2 | $24M | 1.9M | 12.77 | |
| General Mtrs Co jr pfd cnv srb | 3.1 | $24M | 743k | 32.18 | |
| Goodyear Tire Rubr Pfd 5.875% p | 3.0 | $23M | 9.4M | 2.44 | |
| Macy's (M) | 2.9 | $22M | 1.2M | 18.87 | |
| E TRADE Financial Corporation | 2.8 | $22M | 729k | 29.60 | |
| KB Home (KBH) | 2.5 | $19M | 1.6M | 12.10 | |
| Micron Technology (MU) | 2.5 | $19M | 908k | 21.05 | |
| General Mtrs Co *w exp 07/10/201 | 2.5 | $19M | 725k | 25.96 | |
| Masco Corporation (MAS) | 2.1 | $16M | 3.2M | 5.07 | |
| Hollyfrontier Corp | 2.0 | $15M | 1.4M | 11.34 | |
| Delta Air Lines (DAL) | 1.5 | $12M | 1.3M | 9.14 | |
| Hartford Finl Svcs Wt Exp 0626 wt | 1.4 | $11M | 720k | 14.75 | |
| Goodyear Tire & Rubber Company (GT) | 1.1 | $8.5M | 4.3M | 1.99 | |
| BP (BP) | 0.9 | $7.2M | 49k | 144.98 | |
| CF Industries Holdings (CF) | 0.7 | $4.9M | 229k | 21.54 | |
| CVR Energy (CVI) | 0.3 | $2.1M | 176k | 11.73 | |
| General Mtrs Co *w exp 07/10/201 | 0.2 | $1.5M | 145k | 10.48 | |
| Dana Holding Corporation (DAN) | 0.2 | $1.4M | 176k | 7.82 | |
| Apple (AAPL) | 0.1 | $711k | 287k | 2.48 |
