-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, TiWWrZ1P3GN6upcFSALYz53YJ/ff9u7uUk4L/OrzKhmg5ct/Ru6Sqhtc7yX6gpZp dlJA1WkZDeEQDihjbB6mow== 0001006438-10-000002.txt : 20100514 0001006438-10-000002.hdr.sgml : 20100514 20100514160829 ACCESSION NUMBER: 0001006438-10-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100514 DATE AS OF CHANGE: 20100514 EFFECTIVENESS DATE: 20100514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: APPALOOSA MANAGEMENT LP CENTRAL INDEX KEY: 0001006438 IRS NUMBER: 223220835 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05908 FILM NUMBER: 10833445 BUSINESS ADDRESS: STREET 1: 51 JOHN F. KENNEDY PARKWAY CITY: SHORT HILLS STATE: NJ ZIP: 07078 BUSINESS PHONE: 9737017000 MAIL ADDRESS: STREET 1: 51 JOHN F. KENNEDY PARKWAY CITY: SHORT HILLS STATE: NJ ZIP: 07078 13F-HR 1 a13f10q1.txt UNITED STATES SECURITIES AND EXCHANGE COMISSION WASHINGTON, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 03/31/2010 Check here if Amendment [ ]; Amendment Number: 1 This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Appaloosa Management L.P. Address: 51 JFK Parkway, Suite 250B Short Hills, NJ 07078 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Lawrence P. O'Friel Title: Chief Financial Officer Phone: 973-701-7000 Signature, Place and Date of Signing: Lawrence P. O'Friel Short Hills, New Jersey 05/14/2010 Report Type (check only one): [X ] 13F Holdings Report [ ] 13F Notice [ ] 13F Combination Report List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQIURED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 63 Form 13F Information Table Value Total: 3,310,153,000 Name of Issuer Title of Class CUSIP Fair Market Shares or Investment Discretion Managers Voting Authority (Shares) Number Value Principal (a) Sole (b) Shared - (c) Shared - (a) Sole (b) Shared (c) None Amount As Defined Other - ------------------------------------- ---------------- -------------- --------- ---------- ---- American Commercial Lines COM PAR $0.01 025195405 672 26,763 x 26,763 American International Group Inc UNIT 99/99/9999 026874115 76,311 7,466,813 x 7,466,813 AMR Corp COM 001765106 30,446 3,342,068 x 3,342,068 Arkansas Best Corp COM 040790107 5,570 186,402 x 186,402 Bank of America Corp COM 060505104 541,615 30,342,599 x 30,342,599 BB&T Corp COM 054937107 23,010 710,391 x 710,391 Brunswick Corp COM 117043109 27,113 1,697,764 x 1,697,764 Capital One Financial Corp *W EXP 11/14/201 14040H139 5,465 346,979 x 346,979 Capital One Financial Corp COM 14040H105 92,719 2,239,047 x 2,239,047 Citigroup Inc COM 172967101 252,687 62,391,781 x 62,391,781 Conseco Inc COM NEW 208464883 10,039 1,613,994 x 1,613,994 Conseco Inc DBCV 3.500% 9/3 208464BH9 52,593 52,461,572 x 52,461,572 Continental Airlines Inc CL B 210795308 11,600 528,000 x 528,000 Con-Way Inc. COM 205944101 16,456 468,575 x 468,575 Delta Air Lines Inc COM NEW 247361702 27,697 1,898,378 x 1,898,378 E-Trade Financial Corp COM 269246104 9,288 5,628,973 x 5,628,973 E-Trade Financial Corp NOTE 8/3 269246AZ7 74,069 46,257,000 x 46,257,000 Fifth Third Bancorp COM 316773100 231,158 17,009,383 x 17,009,383 Goodyear Tire & Rubber Co COM 382550101 33,380 2,640,851 x 2,640,851 Gramercy Capital Corp COM 384871109 11,282 4,043,809 x 4,043,809 Johnson & Johnson COM 478160104 82,760 1,269,320 x 1,269,320 Maguire Prop Inc COM 559775101 12,760 4,142,900 x 4,142,900 Merck & Co Inc COM 58933Y105 64,391 1,724,000 x 1,724,000 Microsoft Corp COM 594918104 71,536 2,444,000 x 2,444,000 Navistar International Corp COM 63934E108 34,101 762,383 x 762,383 Newcastle Investment Corp COM 65105M108 13,537 4,190,882 x 4,190,882 NRG Energy Inc COM NEW 629377508 37 1,786 x 1,786 Office Depot Inc COM 676220106 1,581 198,126 x 198,126 OfficeMax Inc COM 67622P101 5,350 325,852 x 325,852 Owens Corning *W EXP 10/30/201 690742127 18 10,644 x 10,644 Pfizer Inc. COM 717081103 110,645 6,451,605 x 6,451,605 Royal Bk Scotland Group PLC SPON ADR F 780097804 1,095 53,587 x 53,587 Royal Bk Scotland Group PLC SPON ADR SER H 780097879 1,708 88,752 x 88,752 Royal Bk Scotland Group PLC SP ADR L RP PF 780097788 27,494 1,711,961 x 1,711,961 Royal Bk Scotland Group PLC SP ADR PREF M 780097796 18,192 1,432,428 x 1,432,428 Royal Bk Scotland Group PLC ADR PREF SER N 780097770 41,450 3,281,831 x 3,281,831 Royal Bk Scotland Group PLC ADR PFD SER P 780097762 10,212 808,580 x 808,580 Royal Bk Scotland Group PLC ADR PREF SHS Q 780097754 11,513 862,395 x 862,395 Royal Bk Scotland Group PLC ADR PREF SHS R 780097747 11,177 889,908 x 889,908 Royal Bk Scotland Group PLC SP ADR PREF S 780097739 14,312 1,088,337 x 1,088,337 Royal Bk Scotland Group PLC SP ADR PREF T 780097713 14,522 1,015,526 x 1,015,526 Strategic Hotels & Resorts Inc COM 86272T106 4,478 1,053,758 x 1,053,758 Sunoco Inc COM 86764P109 17,865 601,311 x 601,311 Suntrust Banks Inc COM 867914103 147,156 5,492,937 x 5,492,937 SuperMedia Inc COM 868447103 20,468 500,431 x 500,431 Tesoro Corp COM 881609101 17,460 1,256,100 x 1,256,100 Hartford Financial Services Group COM 416515104 187,184 6,586,333 x 6,586,333 UAL Corp COM NEW 902549807 43,948 2,247,998 x 2,247,998 United Parcel Service Inc CALL 911312906 781 3,500 x 3,500 United Parcel Service Inc CALL 911312906 735 3,500 x 3,500 United Parcel Service Inc CALL 911312906 672 3,500 x 3,500 US Airways Group Inc COM 90341W108 16,549 2,251,518 x 2,251,518 Valassis Communications Inc COM 918866104 15,408 553,639 x 553,639 Valero Energy Corp COM 91913Y100 56,631 2,874,645 x 2,874,645 Valero Energy Corp CALL 91913Y900 470 15,655 x 15,655 Valero Energy Corp CALL 91913Y900 183 15,253 x 15,253 Virgin Media Inc *W EXP 99/99/999 92769L119 9 237,059 x 237,059 Wells Fargo & Co COM 949746101 278,835 8,960,000 x 8,960,000 Wells Fargo & Co PERP PFD CNV A 949746804 303,731 311,519 x 311,519 Willis Group Holdings Limited SHS G96655108 43,276 1,383,055 x 1,383,055 XL Capital Ltd Cl A CL A G98255105 4,852 256,734 x 256,734 Yahoo! Inc COM 984332106 51,783 3,132,652 x 3,132,652 YRC Worldwide Inc. COM 984249102 16,119 29,630,917 x 29,630,917
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