David Tepper - Appaloosa Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 35 | |
| Portfolio Value | $5.57B |
Appaloosa Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.8 years | Style | Average duration positions are maintained |
| Position Count | 70 | Style | Number of active positions in portfolio |
| Position Size | 3.4% | Risk | Typical allocation per position |
| Win Rate | 49.4% | Performance | Percentage of profitable positions |
| Average Return | 57.8% | Performance | Mean return across positions |
| Sharpe Ratio | 0.14 | Performance | Return per unit of risk taken |
Investment Case Study: SPDR SER TR (SPYX)
3/31/2025 - 7/5/2025
Performance Metrics
Total Return: 0.00%
Holding Period: 96 days
Max Position Size: $2,517,255,000.00
Position Weight: 30.03%
Key Events
3/31/2025: ENTRY(4,500,000.00 shares) @ $559.39
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure