Appaloosa Management

Appaloosa Management as of March 31, 2010

Portfolio Holdings for Appaloosa Management

Appaloosa Management holds 60 positions in its portfolio as reported in the March 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of America Corporation (BAC) 16.4 $542M 30M 17.85
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 9.2 $304M 312k 975.00
Wells Fargo & Company (WFC) 8.4 $279M 9.0M 31.12
Citi 7.6 $253M 62M 4.05
Fifth Third Ban (FITB) 7.0 $231M 17M 13.59
Hartford Financial Services (HIG) 5.7 $187M 6.6M 28.42
Suntrust Banks Inc $1.00 Par Cmn 4.5 $147M 5.5M 26.79
Pfizer (PFE) 3.3 $111M 6.5M 17.15
Capital One Financial (COF) 2.8 $93M 2.2M 41.41
Johnson & Johnson (JNJ) 2.5 $83M 1.3M 65.20
American International (AIG-A) 2.3 $76M 7.5M 10.22
E-trade Financial Corp note 2.2 $74M 46M 1.60
Microsoft Corporation (MSFT) 2.2 $72M 2.4M 29.27
Merck & Co (MRK) 1.9 $64M 1.7M 37.35
Valero Energy Corporation (VLO) 1.7 $57M 2.9M 19.70
Conseco Inc dbcv 3.500% 9/3 1.6 $53M 53M 1.00
Yahoo! 1.6 $52M 3.1M 16.53
Ual Corp 1.3 $44M 2.2M 19.55
Willis Group Holdings 1.3 $43M 1.4M 31.29
ROYAL BK SCOTLAND Group Plc adr pref ser n 1.2 $41M 3.3M 12.63
Navistar International Corporation 1.0 $34M 762k 44.73
Goodyear Tire & Rubber Company (GT) 1.0 $33M 2.6M 12.64
AMR Corporation 0.9 $30M 3.3M 9.11
Delta Air Lines (DAL) 0.8 $28M 1.9M 14.59
ROYAL BK SCOTLAND Group Plc sp adr l rp pf 0.8 $28M 1.7M 16.06
Brunswick Corporation (BC) 0.8 $27M 1.7M 15.97
BB&T Corporation 0.7 $23M 710k 32.39
SuperMedia 0.6 $21M 500k 40.90
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.6 $18M 1.4M 12.70
Suno 0.5 $18M 601k 29.71
Tesoro Corporation 0.5 $18M 1.3M 13.90
Con-way 0.5 $17M 469k 35.12
US Airways 0.5 $17M 2.3M 7.35
Yrc Worldwide 0.5 $16M 30M 0.54
Valassis Communications 0.5 $15M 554k 27.83
ROYAL BK SCOTLAND Group Plc sp adr pref t 0.4 $15M 1.0M 14.30
ROYAL BK SCOTLAND Group Plc sp adr pref s 0.4 $14M 1.1M 13.15
Newcastle Investment 0.4 $14M 4.2M 3.23
Maguire Prop 0.4 $13M 4.1M 3.08
Continental Airls Inc cl b 0.3 $12M 528k 21.97
ROYAL BK SCOTLAND Group Plc adr pref shs q 0.3 $12M 862k 13.35
Gramercy Capital 0.3 $11M 4.0M 2.79
Royal Bk Scotland Group Plc adr pref shs r 0.3 $11M 890k 12.56
Royal Bk Scotland Group Plc adr pfd ser p 0.3 $10M 809k 12.63
Conseco 0.3 $10M 1.6M 6.22
E Trade Financial Corp 0.3 $9.3M 5.6M 1.65
Arkansas Best Corporation 0.2 $5.6M 186k 29.88
Capital One Financial Cor w exp 11/201 0.2 $5.5M 347k 15.75
OfficeMax Incorporated 0.2 $5.4M 326k 16.42
Xl Capital 0.1 $4.9M 257k 18.90
Strategic Hotels & Resorts 0.1 $4.5M 1.1M 4.25
United Parcel Service Inc option 0.1 $2.3M 11k 223.14
Office Depot 0.1 $1.6M 198k 7.98
Royal Bk Scotland Group Plc spon adr ser h 0.1 $1.7M 89k 19.24
Valero Energy Corp New option 0.0 $928k 31k 30.02
ROYAL BK SCOTLAND Group Plc spon adr f 0.0 $1.1M 54k 20.43
American Commercial Lines (ACLI) 0.0 $672k 27k 25.11
NRG Energy (NRG) 0.0 $37k 1.8k 20.72
Owens Corning New *w exp 10/30/201 0.0 $18k 11k 1.69
Virgin Media Inc *w exp 99/99/999 0.0 $9.5k 237k 0.04