Appaloosa Management

Appaloosa Management as of June 30, 2011

Portfolio Holdings for Appaloosa Management

Appaloosa Management holds 72 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Citigroup (C) 7.1 $300M 7.2M 41.64
Pfizer (PFE) 7.0 $299M 15M 20.60
Goodyear Tire & Rubber Company (GT) 5.5 $235M 14M 16.77
Valero Energy Corporation (VLO) 4.7 $199M 7.8M 25.57
Macy's (M) 4.3 $185M 6.3M 29.24
CVR Energy (CVI) 4.3 $181M 7.3M 24.62
Mosaic (MOS) 3.8 $162M 2.4M 67.73
International Paper Company (IP) 3.6 $152M 5.1M 29.82
Hldgs (UAL) 3.0 $126M 5.6M 22.63
CF Industries Holdings (CF) 2.9 $123M 868k 141.67
Dean Foods Company 2.6 $111M 9.0M 12.27
Bank of America Corporation (BAC) 2.6 $110M 10M 10.96
US Airways 2.6 $109M 12M 8.91
Micron Technology (MU) 2.6 $109M 15M 7.48
Hewlett-Packard Company 2.5 $104M 2.9M 36.40
Microsoft Corporation (MSFT) 2.4 $103M 3.9M 26.00
Applied Materials (AMAT) 2.0 $85M 6.5M 13.01
Wells Fargo & Company (WFC) 1.9 $82M 2.9M 28.06
Merck & Co (MRK) 1.8 $75M 2.1M 35.29
UnitedHealth (UNH) 1.6 $68M 1.3M 51.58
Apple (AAPL) 1.6 $67M 200k 335.67
MetLife (MET) 1.5 $62M 1.4M 43.87
E-trade Financial Corp note 1.4 $59M 44M 1.34
ROYAL BK SCOTLAND Group Plc adr pref ser n 1.4 $57M 3.4M 17.06
Medtronic 1.3 $56M 1.4M 38.53
KLA-Tencor Corporation (KLAC) 1.3 $54M 1.3M 40.48
Lam Research Corporation 1.2 $50M 1.1M 44.28
Western Refining 1.2 $51M 2.8M 18.07
Google 1.1 $46M 90k 506.38
Mueller Water Products (MWA) 1.1 $45M 11M 3.98
Fifth Third Ban (FITB) 0.9 $40M 3.1M 12.75
Teradyne (TER) 0.9 $39M 2.7M 14.80
Frontier Oil Corporation 0.9 $39M 1.2M 32.31
Holly Corporation 0.9 $39M 556k 69.40
ROYAL BK SCOTLAND Group Plc sp adr pref s 0.9 $38M 2.2M 17.30
ROYAL BK SCOTLAND Group Plc sp adr pref t 0.9 $38M 2.0M 18.79
Marathon Oil Corporation (MRO) 0.9 $37M 704k 52.68
Navistar International Corporation 0.9 $37M 650k 56.46
Suntrust Banks Inc $1.00 Par Cmn 0.8 $35M 1.4M 25.80
Tesoro Corporation 0.8 $35M 1.5M 22.91
Temple-Inland 0.8 $35M 1.2M 29.74
Delta Air Lines (DAL) 0.8 $32M 3.5M 9.17
Yahoo! 0.7 $31M 2.1M 15.04
AMR Corporation 0.7 $30M 5.6M 5.40
Masco Corporation (MAS) 0.7 $30M 2.5M 12.03
ROYAL BK SCOTLAND Group Plc adr pref shs q 0.7 $28M 1.6M 17.43
Hartford Finl Svcs Wt Exp 0626 wt 0.6 $25M 1.4M 17.89
Hartford Financial Services (HIG) 0.6 $24M 890k 26.37
ROYAL BK SCOTLAND Group Plc sp adr pref m 0.6 $23M 1.4M 17.20
Con-way 0.5 $22M 554k 38.81
ROYAL BK SCOTLAND Group Plc sp adr l rp pf 0.4 $16M 900k 18.27
MPG Office Trust 0.3 $13M 4.7M 2.86
KB Home (KBH) 0.3 $13M 1.3M 9.78
D.R. Horton (DHI) 0.3 $12M 1.1M 11.52
Pulte (PHM) 0.3 $12M 1.5M 7.66
Goodyear Tire Rubr Pfd 5.875% p 0.3 $11M 200k 55.62
Beazer Homes USA 0.2 $9.0M 2.7M 3.39
Calumet Specialty Products Partners, L.P 0.2 $7.9M 367k 21.50
General Motors Company (GM) 0.1 $5.3M 173k 30.36
Manitowoc Company 0.1 $3.3M 197k 16.84
Brunswick Corporation (BC) 0.1 $3.3M 162k 20.40
General Mtrs Co *w exp 07/10/201 0.1 $3.6M 168k 21.40
Ryland 0.1 $3.1M 186k 16.53
General Mtrs Co *w exp 07/10/201 0.1 $2.7M 168k 15.93
Alpha Natural Resources 0.1 $2.1M 46k 45.45
SuperMedia 0.0 $1.6M 416k 3.75
Cliffs Natural Resources 0.0 $1.9M 20k 92.45
General Mtrs Co jr pfd cnv srb 0.0 $1.9M 39k 48.74
Walter Energy 0.0 $1.0M 8.8k 115.80
Owens Corning New *w exp 10/30/201 0.0 $31k 7.5k 4.11
Royal Bk Scotland Group Plc adr pref shs r 0.0 $80k 4.9k 16.36
Royal Bk Scotland Group Plc adr pfd ser p 0.0 $40k 2.4k 16.67