David Tepper - Appaloosa Management 13F Activity & Position Changes (Q2 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 Jun 30, 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 Q2 2019, the filing reported:

New Buys - Centene Corporation, Humana Inc.

Increases - Adobe Inc., Amazon.com, Inc., Salesforce, Inc., Alphabet Inc., UnitedHealth Group Incorporated

Reductions - Mr. Cooper Group Inc., Clearway Energy, Inc., Clearway Energy, Inc., Energy Transfer LP, Cheniere Energy, Inc., and 5 more

Complete Exits - Alibaba Group Holding Limited, SPDR Select Sector Fund - Energ

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
Q2 2019	ADBE Adobe Inc.	Adobe Inc.	Buy	+12,000	+12.0%	$33.00K	112,000
Q2 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+20,000	+12.1%	$350.32K	185,000
Q2 2019	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell - Position Exit	-700,000	-100.0%	$0.00	-
Q2 2019	CNC Centene Corporation	Centene Corporation	Buy - Position Entry	+127,815	-	$6.70K	127,815
Q2 2019	COOP Mr. Cooper Group Inc.	Mr. Cooper Group Inc.	Sell	-1,320,000	-50.6%	$10.33K	1,290,000
Q2 2019	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+300,000	+150.0%	$75.86K	500,000
Q2 2019	CWEN Clearway Energy, Inc.	Clearway Energy, Inc.	Sell	-149,800	-17.6%	$11.80K	700,200
Q2 2019	CWEN-A Clearway Energy, Inc.	Clearway Energy, Inc.	Sell	-39,800	-15.9%	$3.40K	210,200
Q2 2019	ET Energy Transfer LP	Energy Transfer LP	Sell	-845,236	-12.6%	$82.40K	5,852,527
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+70,000	+48.3%	$232.40K	215,000
Q2 2019	HUM Humana Inc.	Humana Inc.	Buy - Position Entry	+95,391	-	$25.31K	95,391
Q2 2019	LNG Cheniere Energy, Inc.	Cheniere Energy, Inc.	Sell	-176,655	-30.1%	$28.07K	410,000
Q2 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-150,000	-7.5%	$357.05K	1,850,000
Q2 2019	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-18,350,000	-95.3%	$34.73K	900,000
Q2 2019	PCG Pacific Gas & Electric Co.	Pacific Gas & Electric Co.	Sell	-6,270,985	-27.1%	$385.70K	16,828,015
Q2 2019	TMUS T-Mobile US, Inc.	T-Mobile US, Inc.	Sell	-199,548	-22.2%	$51.90K	700,000
Q2 2019	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+85,000	+34.0%	$81.74K	335,000
Q2 2019	VST Vistra Corp.	Vistra Corp.	Sell	-541,870	-24.0%	$38.92K	1,719,100
Q2 2019	XLE SPDR Select Sector Fund - Energ	SPDR Select Sector Fund - Energ	Sell - Position Exit	-100,000	-100.0%	$0.00	-