David Tepper - Appaloosa Management 13F Activity & Position Changes (Q1 2019)

According to the SEC 13F filed on Aug 14, 2026, the Appaloosa Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2019, the filing reported:

New Buys - Adobe Inc., Amazon.com, Inc., Alibaba Group Holding Limited, Salesforce, Inc., Clearway Energy, Inc., and 2 more

Increases - Meta Platforms, Inc., Micron Technology, Inc., Pacific Gas & Electric Co.

Reductions - Mr. Cooper Group Inc., Energy Transfer LP, Alphabet Inc., T-Mobile US, Inc., Vistra Corp.

Complete Exits - Allstate Corporation (The), Bank of America Corporation, Kennametal Inc., NRG Energy, Inc., Wells Fargo & Company

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+100,000	-	$26.65K	100,000
Q1 2019	ALL Allstate Corporation (The)	Allstate Corporation (The)	Sell - Position Exit	-607,912	-100.0%	$0.00	-
Q1 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+165,000	-	$293.82K	165,000
Q1 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+700,000	-	$127.72K	700,000
Q1 2019	BAC Bank of America Corporation	Bank of America Corporation	Sell - Position Exit	-25,000	-100.0%	$0.00	-
Q1 2019	COOP Mr. Cooper Group Inc.	Mr. Cooper Group Inc.	Sell	-1,495,997	-36.4%	$25.03K	2,610,000
Q1 2019	CRM Salesforce, Inc.	Salesforce, Inc.	Buy - Position Entry	+200,000	-	$31.67K	200,000
Q1 2019	CWEN Clearway Energy, Inc.	Clearway Energy, Inc.	Buy - Position Entry	+850,000	-	$12.84K	850,000
Q1 2019	CWEN-A Clearway Energy, Inc.	Clearway Energy, Inc.	Buy - Position Entry	+250,000	-	$3.63K	250,000
Q1 2019	ET Energy Transfer LP	Energy Transfer LP	Sell	-1,022,901	-13.2%	$102.94K	6,697,763
Q1 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-600	-0.4%	$170.13K	145,000
Q1 2019	KMT Kennametal Inc.	Kennametal Inc.	Sell - Position Exit	-195,709	-100.0%	$0.00	-
Q1 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+575,000	+40.4%	$333.38K	2,000,000
Q1 2019	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy	+3,250,000	+20.3%	$795.60K	19,250,000
Q1 2019	NRG NRG Energy, Inc.	NRG Energy, Inc.	Sell - Position Exit	-460,969	-100.0%	$0.00	-
Q1 2019	PCG Pacific Gas & Electric Co.	Pacific Gas & Electric Co.	Buy	+16,632,951	+257.2%	$411.16K	23,099,000
Q1 2019	TMUS T-Mobile US, Inc.	T-Mobile US, Inc.	Sell	-139,162	-13.4%	$62.16K	899,548
Q1 2019	VST Vistra Corp.	Vistra Corp.	Sell	-271,773	-10.7%	$58.85K	2,260,970
Q1 2019	WFC Wells Fargo & Company	Wells Fargo & Company	Sell - Position Exit	-300,000	-100.0%	$0.00	-
Q1 2019	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Buy - Position Entry	+100,000	-	$6.61K	100,000