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

As of Mar 31, 2019, the Appaloosa Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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