Appaloosa Management

Appaloosa Management as of Sept. 30, 2010

Portfolio Holdings for Appaloosa Management

Appaloosa Management holds 73 positions in its portfolio as reported in the September 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of America Corporation (BAC) 8.8 $295M 23M 13.11
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 8.8 $294M 292k 1006.00
Pfizer (PFE) 8.5 $284M 17M 17.17
Citi 6.0 $200M 51M 3.90
Wells Fargo & Company (WFC) 4.8 $161M 6.4M 25.13
Hewlett-Packard Company 4.7 $157M 3.7M 42.07
Merck & Co (MRK) 4.0 $136M 3.7M 36.81
Cisco Systems (CSCO) 3.9 $132M 6.0M 21.90
Fifth Third Ban (FITB) 3.7 $124M 10M 12.03
Macy's (M) 3.0 $102M 4.4M 23.09
Suntrust Banks Inc $1.00 Par Cmn 3.0 $100M 3.9M 25.83
Johnson & Johnson (JNJ) 2.4 $82M 1.3M 61.96
Microsoft Corporation (MSFT) 2.0 $69M 2.8M 24.49
E-trade Financial Corp note 1.9 $65M 46M 1.41
Ual Corp 1.9 $62M 2.6M 23.63
CF Industries Holdings (CF) 1.8 $62M 648k 95.50
Capital One Financial (COF) 1.7 $57M 1.4M 39.55
ROYAL BK SCOTLAND Group Plc adr pref ser n 1.6 $52M 3.4M 15.51
Medtronic 1.4 $47M 1.4M 33.58
Semiconductor HOLDRs 1.4 $47M 1.7M 27.69
American International (AIG-A) 1.4 $47M 5.4M 8.59
Applied Materials (AMAT) 1.3 $44M 3.8M 11.68
International Paper Company (IP) 1.3 $42M 1.9M 21.75
UnitedHealth (UNH) 1.2 $41M 1.2M 35.11
Yahoo! 1.2 $40M 2.8M 14.17
ROYAL BK SCOTLAND Group Plc sp adr l rp pf 1.1 $36M 1.9M 19.23
Hartford Financial Services (HIG) 1.0 $35M 1.5M 22.95
WellPoint 1.0 $34M 608k 56.64
Willis Group Holdings 1.0 $34M 1.1M 30.82
ROYAL BK SCOTLAND Group Plc sp adr pref t 1.0 $34M 2.0M 16.79
Goodyear Tire & Rubber Company (GT) 1.0 $33M 3.1M 10.75
ROYAL BK SCOTLAND Group Plc sp adr pref s 0.9 $32M 2.0M 15.80
ROYAL BK SCOTLAND Group Plc adr pref shs q 0.8 $26M 1.6M 16.22
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.7 $24M 1.6M 15.49
Brunswick Corporation (BC) 0.7 $23M 1.5M 15.22
Continental Airls Inc cl b 0.7 $23M 908k 24.84
KLA-Tencor Corporation (KLAC) 0.7 $23M 638k 35.23
Covidien 0.7 $22M 554k 40.19
US Airways 0.6 $21M 2.3M 9.25
Becton, Dickinson and (BDX) 0.6 $20M 263k 74.10
AMR Corporation 0.6 $19M 3.0M 6.27
CIGNA Corporation 0.5 $18M 496k 35.78
Delta Air Lines (DAL) 0.5 $18M 1.5M 11.64
Navistar International Corporation 0.5 $18M 411k 43.64
Lam Research Corporation (LRCX) 0.5 $15M 363k 41.85
Newcastle Investment 0.4 $12M 3.9M 3.10
Teradyne (TER) 0.3 $11M 1.0M 11.14
BB&T Corporation 0.3 $11M 464k 24.08
Temple-Inland 0.3 $11M 570k 18.66
MPG Office Trust 0.3 $9.3M 3.7M 2.50
Banco Santander (SAN) 0.2 $7.8M 616k 12.66
SuperMedia 0.1 $4.9M 467k 10.57
CNO Financial (CNO) 0.1 $5.1M 918k 5.54
Strategic Hotels & Resorts 0.1 $4.8M 1.1M 4.24
Smurfit-stone Container Corp 0.1 $4.0M 216k 18.37
Texas Instruments Incorporated (TXN) 0.1 $3.5M 130k 27.14
Intel Corporation (INTC) 0.1 $3.5M 180k 19.23
Con-way 0.1 $2.5M 82k 31.00
Gramercy Capital 0.1 $2.4M 1.7M 1.39
Analog Devices (ADI) 0.1 $2.0M 64k 31.38
Altera Corporation 0.1 $2.1M 68k 30.16
Capital One Financial Corp *w exp 11/14/201 0.1 $1.9M 137k 14.10
Royal Bk Scotland Group Plc spon adr ser h 0.1 $2.1M 89k 23.62
Xilinx 0.1 $1.5M 57k 26.61
Broadcom Corporation 0.1 $1.6M 44k 35.39
Linear Technology Corporation 0.0 $1.5M 49k 30.73
ROYAL BK SCOTLAND Group Plc spon adr f 0.0 $1.3M 54k 23.94
Dana Holding Corporation (DAN) 0.0 $431k 35k 12.32
United Parcel Service Inc option 0.0 $291k 3.5k 83.14
Owens Corning New *w exp 10/30/201 0.0 $18k 11k 1.69
Royal Bk Scotland Group Plc adr pref shs r 0.0 $75k 4.9k 15.34
Royal Bk Scotland Group Plc adr pfd ser p 0.0 $37k 2.4k 15.42
Virgin Media Inc *w exp 99/99/999 0.0 $7.1k 237k 0.03