David Tepper - Appaloosa Management 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, the Appaloosa Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 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 Q2 2022, the filing reported:

New Buys - Alibaba Group Holding Limited, Constellation Energy Corporatio, Salesforce, Inc., Caesars Entertainment, Inc., Walt Disney Company (The), and 2 more

Increases - Amazon.com, Inc., Energy Transfer LP, Kohl's Corporation, Meta Platforms, Inc., MPLX LP

Reductions - Antero Resources Corporation, , Enterprise Products Partners L., EQT Corporation, Alphabet Inc., and 9 more

Complete Exits - APA Corporation, Freeport-McMoRan, Inc., The Goodyear Tire & Rubber Comp, Nordstrom, Inc., Las Vegas Sands Corp., and 4 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
Q2 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+1,415,000	+1664.7%	$159.31K	1,500,000
Q2 2022	APA APA Corporation	APA Corporation	Sell - Position Exit	-200,000	-100.0%	$0.00	-
Q2 2022	AR Antero Resources Corporation	Antero Resources Corporation	Sell	-550,000	-27.8%	$43.68K	1,425,000
Q2 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+100,000	-	$11.37K	100,000
Q2 2022	CEG Constellation Energy Corporatio	Constellation Energy Corporatio	Buy - Position Entry	+2,700,000	-	$154.60K	2,700,000
Q2 2022	CHK		Sell	-32,000	-26.2%	$7.30K	90,000
Q2 2022	CRM Salesforce, Inc.	Salesforce, Inc.	Buy - Position Entry	+200,000	-	$33.01K	200,000
Q2 2022	CZR Caesars Entertainment, Inc.	Caesars Entertainment, Inc.	Buy - Position Entry	+150,000	-	$5.75K	150,000
Q2 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy - Position Entry	+50,000	-	$4.72K	50,000
Q2 2022	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-40,000	-4.9%	$18.96K	777,980
Q2 2022	EQT EQT Corporation	EQT Corporation	Sell	-1,085,000	-27.6%	$98.04K	2,850,000
Q2 2022	ET Energy Transfer LP	Energy Transfer LP	Buy	+1,058,907	+11.5%	$102.50K	10,270,300
Q2 2022	FCX Freeport-McMoRan, Inc.	Freeport-McMoRan, Inc.	Sell - Position Exit	-740,000	-100.0%	$0.00	-
Q2 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-19,000	-16.0%	$218.75K	100,000
Q2 2022	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Sell - Position Exit	-3,254,829	-100.0%	$0.00	-
Q2 2022	HCA HCA Healthcare, Inc.	HCA Healthcare, Inc.	Buy - Position Entry	+75,000	-	$12.61K	75,000
Q2 2022	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell - Position Exit	-1,125,000	-100.0%	$0.00	-
Q2 2022	KSS Kohl's Corporation	Kohl's Corporation	Buy	+1,175,000	+167.9%	$66.92K	1,875,000
Q2 2022	LVS Las Vegas Sands Corp.	Las Vegas Sands Corp.	Sell - Position Exit	-525,000	-100.0%	$0.00	-
Q2 2022	M Macy's Inc	Macy's Inc	Sell	-1,911,642	-24.2%	$109.92K	6,000,000
Q2 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+110,000	+12.4%	$161.25K	1,000,000
Q2 2022	MOS Mosaic Company (The)	Mosaic Company (The)	Sell	-585,000	-70.1%	$11.81K	250,000
Q2 2022	MPLX MPLX LP	MPLX LP	Buy	+71,945	+59.8%	$5.61K	192,325
Q2 2022	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-116,000	-31.7%	$64.21K	250,000
Q2 2022	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-1,525,000	-72.6%	$31.79K	575,000
Q2 2022	NFLX Netflix, Inc.	Netflix, Inc.	Buy - Position Entry	+50,000	-	$8.74K	50,000
Q2 2022	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Sell	-1,965,000	-69.2%	$51.52K	875,000
Q2 2022	PCG Pacific Gas & Electric Co.	Pacific Gas & Electric Co.	Sell	-5,257,160	-87.5%	$7.49K	750,000
Q2 2022	SYY Sysco Corporation	Sysco Corporation	Sell	-325,000	-43.3%	$36.00K	425,000
Q2 2022	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Sell	-1,020,000	-50.5%	$20.46K	1,000,000

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