Appaloosa LP Q3 2022 holdings

$1.36 Billion is the total value of Appaloosa LP's 22 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 26.7% .

 Value Shares↓ Weighting
SellCONSTELLATION ENERGY CORP$218,790
+41.5%
2,630,000
-2.6%
16.08%
+65.7%
GOOG BuyALPHABET INCcap stk cl c$191,819
-12.3%
1,995,000
+1895.0%
14.10%
+2.7%
AMZN SellAMAZON COM INC$163,850
+2.8%
1,450,000
-3.3%
12.04%
+20.4%
FB SellMETA PLATFORMS INCcl a$118,720
-26.4%
875,000
-12.5%
8.73%
-13.8%
ET SellENERGY TRANSFER L P$112,544
+9.8%
10,203,430
-0.7%
8.27%
+28.6%
EQT SellEQT CORP$102,894
+5.0%
2,525,000
-11.4%
7.56%
+22.9%
M  MACYS INC$94,020
-14.5%
6,000,0000.0%6.91%
+0.1%
UNH  UNITEDHEALTH GROUP INC$75,756
-1.7%
150,0000.0%5.57%
+15.1%
MSFT SellMICROSOFT CORP$54,732
-14.8%
235,000
-6.0%
4.02%
-0.2%
AR SellANTERO RESOURCES CORP$38,163
-12.6%
1,250,000
-12.3%
2.80%
+2.3%
CHKEZ  CHESAPEAKE ENERGY CORP*w exp 02/09/202$29,072
+39.5%
368,0000.0%2.14%
+63.4%
CRM SellSALESFORCE INC$27,330
-17.2%
190,000
-5.0%
2.01%
-3.0%
UBER  UBER TECHNOLOGIES INC$26,500
+29.5%
1,000,0000.0%1.95%
+51.7%
EPD  ENTERPRISE PRODS PARTNERS L$18,500
-2.4%
777,9800.0%1.36%
+14.3%
CHKEL  CHESAPEAKE ENERGY CORP*w exp 02/09/202$17,644
+40.1%
240,0000.0%1.30%
+64.0%
AMLP  ALPS ETF TRalerian mlp$14,807
+6.1%
405,0000.0%1.09%
+24.2%
SYY SellSYSCO CORP$14,142
-60.7%
200,000
-52.9%
1.04%
-54.0%
HCA  HCA HEALTHCARE INC$13,784
+9.4%
75,0000.0%1.01%
+28.1%
CHK  CHESAPEAKE ENERGY CORP$8,479
+16.2%
90,0000.0%0.62%
+36.0%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$7,199
-36.7%
90,000
-10.0%
0.53%
-25.9%
MOS SellMOSAIC CO NEW$6,041
-48.8%
125,000
-50.0%
0.44%
-40.1%
MPLX  MPLX LP$5,772
+3.0%
192,3250.0%0.42%
+20.5%
DIS ExitDISNEY WALT CO$0-50,000
-100.0%
-0.30%
CZR ExitCAESARS ENTERTAINMENT INC NE$0-150,000
-100.0%
-0.36%
PCG ExitPG&E CORP$0-750,000
-100.0%
-0.47%
NFLX ExitNETFLIX INC$0-50,000
-100.0%
-0.55%
APTV ExitAPTIV PLC$0-250,000
-100.0%
-1.40%
MU ExitMICRON TECHNOLOGY INC$0-575,000
-100.0%
-2.00%
OXY ExitOCCIDENTAL PETE CORP$0-875,000
-100.0%
-3.23%
KSS ExitKOHLS CORP$0-1,875,000
-100.0%
-4.20%

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

The EDGAR filing(s) were signed by:

  • Michael L Palmer — CFO

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