David Tepper - Appaloosa Management 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 16, 2022, the Appaloosa Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:

New Buys - Las Vegas Sands Corp., Wynn Resorts, Limited

Increases - Amazon.com, Inc., Microsoft Corporation, Uber Technologies, Inc.

Reductions - Alerian MLP ETF, APA Corporation, Antero Resources Corporation, , , and 20 more

Complete Exits - Alight, Inc., Bread Financial Holdings, Inc., D.R. Horton, Inc., Dick's Sporting Goods Inc, iShares Inc iShares MSCI South , and 6 more

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 2022	ALIT Alight, Inc.	Alight, Inc.	Sell - Position Exit	-4,294,795	-100.0%	$0.00	-
Q1 2022	AMLP Alerian MLP ETF	Alerian MLP ETF	Sell	-750,000	-64.9%	$15.51K	405,000
Q1 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+15,000	+21.4%	$277.10K	85,000
Q1 2022	APA APA Corporation	APA Corporation	Sell	-618,000	-75.6%	$8.27K	200,000
Q1 2022	AR Antero Resources Corporation	Antero Resources Corporation	Sell	-870,263	-30.6%	$60.30K	1,975,000
Q1 2022	BFH Bread Financial Holdings, Inc.	Bread Financial Holdings, Inc.	Sell - Position Exit	-165,117	-100.0%	$0.00	-
Q1 2022	CHK		Sell	-278,000	-69.5%	$10.61K	122,000
Q1 2022	CHKEL		Sell	-146,087	-37.8%	$13.36K	240,000
Q1 2022	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell - Position Exit	-1,100,000	-100.0%	$0.00	-
Q1 2022	DKS Dick's Sporting Goods Inc	Dick's Sporting Goods Inc	Sell - Position Exit	-178,072	-100.0%	$0.00	-
Q1 2022	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-1,143,643	-58.3%	$21.11K	817,980
Q1 2022	EQT EQT Corporation	EQT Corporation	Sell	-954,853	-19.5%	$135.40K	3,935,000
Q1 2022	ET Energy Transfer LP	Energy Transfer LP	Sell	-3,179,705	-25.7%	$103.08K	9,211,393
Q1 2022	EWY iShares Inc iShares MSCI South	iShares Inc iShares MSCI South	Sell - Position Exit	-298,000	-100.0%	$0.00	-
Q1 2022	FCX Freeport-McMoRan, Inc.	Freeport-McMoRan, Inc.	Sell	-1,110,000	-60.0%	$36.81K	740,000
Q1 2022	FL Foot Locker, Inc.	Foot Locker, Inc.	Sell - Position Exit	-165,938	-100.0%	$0.00	-
Q1 2022	GAP Gap, Inc. (The)	Gap, Inc. (The)	Sell - Position Exit	-494,032	-100.0%	$0.00	-
Q1 2022	GM General Motors Company	General Motors Company	Sell - Position Exit	-2,250,000	-100.0%	$0.00	-
Q1 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-16,000	-11.9%	$332.37K	119,000
Q1 2022	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Sell	-1,895,171	-36.8%	$46.51K	3,254,829
Q1 2022	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-244,907	-17.9%	$30.50K	1,125,000
Q1 2022	KMX CarMax Inc	CarMax Inc	Sell - Position Exit	-391,500	-100.0%	$0.00	-
Q1 2022	KSS Kohl's Corporation	Kohl's Corporation	Sell	-950,000	-57.6%	$42.32K	700,000
Q1 2022	LVS Las Vegas Sands Corp.	Las Vegas Sands Corp.	Buy - Position Entry	+525,000	-	$20.41K	525,000
Q1 2022	M Macy's Inc	Macy's Inc	Sell	-2,184,518	-21.6%	$192.73K	7,911,642
Q1 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-210,000	-19.1%	$197.90K	890,000
Q1 2022	MOS Mosaic Company (The)	Mosaic Company (The)	Sell	-1,565,000	-65.2%	$55.53K	835,000
Q1 2022	MPLX MPLX LP	MPLX LP	Sell	-399,326	-76.8%	$3.99K	120,380
Q1 2022	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+68,500	+23.0%	$112.84K	366,000
Q1 2022	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-650,000	-23.6%	$163.57K	2,100,000

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