Appaloosa Management

Appaloosa Management as of Dec. 31, 2010

Portfolio Holdings for Appaloosa Management

Appaloosa Management holds 77 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Citi 11.3 $556M 118M 4.73
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 6.8 $336M 336k 1000.55
Bank of America Corporation (BAC) 6.8 $334M 25M 13.34
Pfizer (PFE) 5.9 $290M 17M 17.51
Hewlett-Packard Company 5.0 $246M 5.8M 42.10
Wells Fargo & Company (WFC) 4.7 $231M 7.5M 30.99
Microsoft Corporation (MSFT) 3.4 $169M 6.0M 27.92
International Paper Company (IP) 3.0 $147M 5.4M 27.24
Micron Technology (MU) 2.9 $143M 18M 8.02
Fifth Third Ban (FITB) 2.8 $139M 9.5M 14.68
Merck & Co (MRK) 2.7 $133M 3.7M 36.04
Macy's (M) 2.7 $132M 5.2M 25.30
Applied Materials (AMAT) 2.6 $128M 9.1M 14.05
Suntrust Banks Inc $1.00 Par Cmn 2.5 $124M 4.2M 29.51
Cisco Systems (CSCO) 2.5 $122M 6.0M 20.23
Goodyear Tire & Rubber Company (GT) 2.4 $119M 10M 11.85
Dean Foods Company 1.9 $95M 11M 8.84
Hldgs (UAL) 1.9 $92M 3.9M 23.82
CF Industries Holdings (CF) 1.8 $88M 648k 135.15
Johnson & Johnson (JNJ) 1.7 $82M 1.3M 61.85
Lam Research Corporation 1.6 $79M 1.5M 51.78
E-trade Financial Corp note 1.5 $72M 46M 1.55
KLA-Tencor Corporation (KLAC) 1.4 $69M 1.8M 38.64
UnitedHealth (UNH) 1.3 $64M 1.8M 36.11
Medtronic 1.2 $61M 1.6M 37.09
Semiconductor HOLDRs 1.1 $56M 1.7M 32.53
Teradyne (TER) 1.1 $56M 4.0M 14.04
General Motors Company (GM) 1.0 $51M 1.4M 36.86
ROYAL BK SCOTLAND Group Plc adr pref ser n 1.0 $49M 3.4M 14.55
Yahoo! 0.9 $45M 2.7M 16.63
Capital One Financial (COF) 0.9 $44M 1.0M 42.56
AMR Corporation 0.7 $36M 4.7M 7.79
Hartford Financial Services (HIG) 0.7 $35M 1.3M 26.49
ROYAL BK SCOTLAND Group Plc sp adr pref t 0.7 $33M 2.0M 16.16
ROYAL BK SCOTLAND Group Plc sp adr l rp pf 0.7 $33M 1.9M 17.43
ROYAL BK SCOTLAND Group Plc sp adr pref s 0.6 $30M 2.0M 14.84
US Airways 0.6 $29M 2.9M 10.01
Brunswick Corporation (BC) 0.6 $28M 1.5M 18.74
Temple-Inland 0.6 $27M 1.3M 21.24
Navistar International Corporation 0.5 $27M 461k 57.91
Hartford Finl Svcs Wt Exp 0626 wt 0.5 $25M 1.4M 18.05
ROYAL BK SCOTLAND Group Plc adr pref shs q 0.5 $24M 1.6M 15.03
JPMorgan Chase & Co. (JPM) 0.5 $23M 541k 42.42
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.5 $23M 1.6M 14.67
Con-way 0.4 $22M 595k 36.57
Delta Air Lines (DAL) 0.4 $20M 1.6M 12.60
Newcastle Investment 0.3 $16M 2.4M 6.70
General Mtrs Co jr pfd cnv srb 0.3 $16M 300k 54.11
Manitowoc Company 0.3 $16M 1.2M 13.11
Willis Group Holdings 0.3 $14M 391k 34.63
MPG Office Trust 0.2 $12M 4.2M 2.75
BB&T Corporation 0.2 $11M 417k 26.29
Mueller Water Products (MWA) 0.2 $10M 2.5M 4.17
Smurfit-stone Container Corp 0.2 $9.4M 366k 25.60
Banco Santander (SAN) 0.1 $6.6M 624k 10.65
Flagstar Ban 0.1 $5.0M 3.1M 1.63
Texas Instruments Incorporated (TXN) 0.1 $4.2M 130k 32.50
Intel Corporation (INTC) 0.1 $3.8M 180k 21.03
SuperMedia 0.1 $4.1M 467k 8.71
Supervalu 0.1 $3.0M 307k 9.63
Safeway 0.1 $3.0M 133k 22.49
Kroger (KR) 0.1 $3.0M 135k 22.36
Analog Devices (ADI) 0.1 $2.4M 64k 37.67
Altera Corporation 0.1 $2.4M 68k 35.57
Broadcom Corporation 0.0 $1.9M 44k 43.55
Capital One Financial Cor w exp 11/201 0.0 $2.0M 127k 16.12
Xilinx 0.0 $1.7M 57k 28.98
Linear Technology Corporation 0.0 $1.7M 49k 34.59
Royal Bk Scotland Group Plc spon adr ser h 0.0 $1.2M 59k 21.12
Morgans Hotel 0.0 $824k 91k 9.07
Gramercy Capital 0.0 $914k 396k 2.31
Strategic Hotels & Resorts 0.0 $300k 57k 5.29
ROYAL BK SCOTLAND Group Plc spon adr f 0.0 $700k 32k 21.72
Owens Corning New *w exp 10/30/201 0.0 $18k 7.5k 2.39
Royal Bk Scotland Group Plc adr pref shs r 0.0 $71k 4.9k 14.52
Royal Bk Scotland Group Plc adr pfd ser p 0.0 $35k 2.4k 14.58
Virgin Media Inc *w exp 99/99/999 0.0 $4.7k 237k 0.02