Appaloosa Mgmt LP Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Appaloosa Management L P as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/08/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Citigroup Inc                C US         299,884,659    7,201,841     -459,845
Pfizer Inc                   PFE US       298,597,041   14,495,002     -924,500
Goodyear Tire & Rubber Co    GT US        234,765,762   13,999,151   -1,248,852
Valero Energy Corp           VLO US       198,474,442    7,762,004    5,197,114
Macy's Inc                   M US         184,581,155    6,312,625     -400,000
CVR Energy Inc               CVI US       180,576,227    7,334,534    5,778,160
Mosaic Co/The                MOS US       161,876,529    2,390,027    2,390,027
International Paper Co       IP US        151,994,538    5,097,067     -641,445
United Continental Holdings  UAL US       125,952,990    5,565,753     -172,000
CF Industries Holdings Inc   CF US        122,898,158      867,496      -62,700
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Mosaic Co/The                MOS US       161,876,529    2,390,027    2,390,027
Western Refining Inc         WNR US        50,566,618    2,798,374    2,798,374
Google Inc-Cl A              GOOG US       45,574,200       90,000       90,000
Calumet Specialty Products   CLMT US        7,885,383      366,762      366,762
General Motors Co            GM US          5,263,422      173,367      173,367
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Banco Santander SA-Spon ADR  STD US        -6,911,312            0     -590,206
Newcastle Investment Corp    NCT US        -3,299,000            0     -546,192
Morgans Hotel Group Co       MHGC US         -829,541            0      -84,647 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
CVR Energy Inc               CVI US       144,530,605    7,334,534    5,778,160
Valero Energy Corp           VLO US       121,989,422    7,762,004    5,197,114
HollyFrontier Corp           HFC US        35,720,164      555,479      508,901
Tesoro Corp                  TSO US        24,325,134    1,530,211    1,130,211
Masco Corp                   MAS US        24,247,491    2,472,196    2,077,582
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Hewlett-Packard Co           HPQ US      -155,146,889    2,863,268   -3,467,458
Bank of America Corp         BAC US      -119,887,267   10,000,000   -7,215,849
Applied Materials Inc        AMAT US      -38,883,012    6,549,085   -1,395,000
Citigroup Inc                C US         -38,761,862    7,201,841     -459,845
Lam Research Corp            LRCX US      -27,785,655    1,137,286     -241,900
 
 
SOURCE: SEC 13F-HR 
FILER: Appaloosa Management L P 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/08/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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