Appaloosa LP Q2 2022 holdings

$1.59 Billion is the total value of Appaloosa LP's 30 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 58.8% .

 Value Shares↓ Weighting
GOOG SellALPHABET INCcap stk cl c$218,745
-34.2%
100,000
-16.0%
13.73%
+3.2%
FB BuyMETA PLATFORMS INCcl a$161,250
-18.5%
1,000,000
+12.4%
10.12%
+27.8%
AMZN BuyAMAZON COM INC$159,315
-42.5%
1,500,000
+1664.7%
10.00%
-9.8%
NewCONSTELLATION ENERGY CORP$154,6022,700,000
+100.0%
9.70%
M SellMACYS INC$109,920
-43.0%
6,000,000
-24.2%
6.90%
-10.5%
ET BuyENERGY TRANSFER L P$102,498
-0.6%
10,270,300
+11.5%
6.43%
+56.0%
EQT SellEQT CORP$98,040
-27.6%
2,850,000
-27.6%
6.15%
+13.6%
UNH SellUNITEDHEALTH GROUP INC$77,045
-10.1%
150,000
-10.7%
4.84%
+41.1%
KSS BuyKOHLS CORP$66,919
+58.1%
1,875,000
+167.9%
4.20%
+148.0%
MSFT SellMICROSOFT CORP$64,208
-43.1%
250,000
-31.7%
4.03%
-10.7%
OXY SellOCCIDENTAL PETE CORP$51,520
-68.0%
875,000
-69.2%
3.23%
-49.8%
AR SellANTERO RESOURCES CORP$43,676
-27.6%
1,425,000
-27.8%
2.74%
+13.6%
SYY SellSYSCO CORP$36,002
-41.2%
425,000
-43.3%
2.26%
-7.8%
CRM NewSALESFORCE INC$33,008200,000
+100.0%
2.07%
MU SellMICRON TECHNOLOGY INC$31,786
-80.6%
575,000
-72.6%
2.00%
-69.5%
APTV NewAPTIV PLC$22,268250,000
+100.0%
1.40%
CHKEZ SellCHESAPEAKE ENERGY CORP*w exp 02/09/202$20,836
-7.4%
368,000
-2.6%
1.31%
+45.2%
UBER SellUBER TECHNOLOGIES INC$20,460
-71.6%
1,000,000
-50.5%
1.28%
-55.5%
EPD SellENTERPRISE PRODS PARTNERS L$18,959
-10.2%
777,980
-4.9%
1.19%
+40.8%
AMLP  ALPS ETF TRalerian mlp$13,952
-10.1%
405,0000.0%0.88%
+41.1%
CHKEL  CHESAPEAKE ENERGY CORP*w exp 02/09/202$12,593
-5.7%
240,0000.0%0.79%
+47.9%
HCA NewHCA HEALTHCARE INC$12,60575,000
+100.0%
0.79%
MOS SellMOSAIC CO NEW$11,808
-78.7%
250,000
-70.1%
0.74%
-66.7%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$11,368100,000
+100.0%
0.71%
NFLX NewNETFLIX INC$8,74450,000
+100.0%
0.55%
PCG SellPG&E CORP$7,485
-89.6%
750,000
-87.5%
0.47%
-83.6%
CHK SellCHESAPEAKE ENERGY CORP$7,299
-31.2%
90,000
-26.2%
0.46%
+7.8%
CZR NewCAESARS ENTERTAINMENT INC NE$5,745150,000
+100.0%
0.36%
MPLX BuyMPLX LP$5,606
+40.4%
192,325
+59.8%
0.35%
+120.0%
DIS NewDISNEY WALT CO$4,72050,000
+100.0%
0.30%
TCVA ExitTCV ACQUISITION CORP$0-600,000
-100.0%
-0.23%
WES ExitWESTERN MIDSTREAM PARTNERS L$0-239,310
-100.0%
-0.24%
APA ExitAPA CORPORATION$0-200,000
-100.0%
-0.33%
PCGU ExitPG&E CORPunit 99/99/9999$0-75,000
-100.0%
-0.34%
AGCB ExitALTIMETER GROWTH CORP 2$0-1,500,000
-100.0%
-0.59%
WYNN ExitWYNN RESORTS LTD$0-225,000
-100.0%
-0.72%
LVS ExitLAS VEGAS SANDS CORP$0-525,000
-100.0%
-0.82%
JWN ExitNORDSTROM INC$0-1,125,000
-100.0%
-1.22%
FCX ExitFREEPORT-MCMORAN INCcl b$0-740,000
-100.0%
-1.47%
XOP ExitSPDR SER TRs&p oilgas exp$0-285,000
-100.0%
-1.53%
GT ExitGOODYEAR TIRE & RUBR CO$0-3,254,829
-100.0%
-1.86%
XLE ExitSELECT SECTOR SPDR TRenergy$0-695,000
-100.0%
-2.13%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Michael L Palmer — CFO

Compare quarterly holdings

Export Appaloosa LP's holdings

EDGAR filings