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

According to the SEC 13F filed on Aug 15, 2022, the Appaloosa Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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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