0001006438-12-000007.txt : 20121114 0001006438-12-000007.hdr.sgml : 20121114 20121114160539 ACCESSION NUMBER: 0001006438-12-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 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: 121204439 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 a13f12q3.txt UNITED STATES SECURITIES AND EXCHANGE COMISSION WASHINGTON, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 09/30/2012 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: Michael L. Palmer Title: Chief Financial Officer Phone: 973-701-7000 Signature, Place and Date of Signing: Michael L. Palmer Short Hills, New Jersey 11/14/2012 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: 54 Form 13F Information Table Value Total: 4,020,058,000 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 International Group COM NEW 026874784 270,518 8,250,000 x 8,250,000 Apple Inc COM 037833100 347,768 521,188 x 521,188 Bank of America Corp COM 060505104 24,344 2,757,008 x 2,757,008 Beazer Homes USA Inc COM 07556Q105 25,121 7,076,459 x 7,076,459 Boyd Gaming Corp COM 103304101 14,207 2,012,333 x 2,012,333 Broadcom Corp CL A 111320107 123,175 3,562,025 x 3,562,025 Calumet Specialty Products Partners LP UT LTD PARTNER 131476103 30,326 947,685 x 947,685 Celanese Corp COM SER A 150870103 19,689 519,352 x 519,352 CF Industries Holdings Inc COM 125269100 11,860 53,367 x 53,367 Chimera Investment Corp COM 16934Q109 28,142 10,384,474 x 10,384,474 Citigroup Inc COM NEW 172967424 333,566 10,194,547 x 10,194,547 Dean Foods Co COM 242370104 36,251 2,217,159 x 2,217,159 Delphi Automotive PLC SHS G27823106 6,834 220,466 x 220,466 Delta Air Lines Inc COM NEW 247361702 95,042 10,375,718 x 10,375,718 EMC Corp COM 268648102 76,363 2,800,261 x 2,800,261 Ford Motor Co. COM PAR $0.01 345370860 114,563 11,618,973 x 11,618,973 Fusion-io Inc COM 36112J107 47,251 1,560,977 x 1,560,977 General Motors Corp *W EXP 07/10/201 37045V118 2,419 175,561 x 175,561 General Motors Corp *W EXP 07/10/201 37045V126 1,450 175,561 x 175,561 General Motors Corp COM 37045V100 135,417 5,952,400 x 5,952,400 Goodyear Tire & Rubber Co. COM 382550101 174,484 14,313,702 x 14,313,702 Google Inc CL A 38259P508 147,128 195,000 x 195,000 Huntsman Corp COM 447011107 118,231 7,919,010 x 7,919,010 International Paper Company COM 460146103 8,826 242,999 x 242,999 iShares DJ US Home Construction Index DJ HOME CONSTN 464288752 2,042 105,499 x 105,499 JetBlue Airways Corporation COM 477143101 3,915 817,374 x 817,374 JPMorgan Chase & Co COM 46625H100 97,038 2,397,178 x 2,397,178 Lam Research Corp COM 512807108 27,204 855,873 x 855,873 Macy's Inc COM 55616P104 3,870 102,865 x 102,865 Marvell Technology Group Ltd. ORD G5876H105 35,354 3,863,833 x 3,863,833 Masco Corp COM 574599106 79,509 5,282,997 x 5,282,997 MFA Financial Inc COM 55272X102 8,243 969,783 x 969,783 MGM Mirage COM 552953101 74,085 6,891,654 x 6,891,654 Microsoft Corp COM 594918104 33,622 1,129,000 x 1,129,000 Morgan Stanley COM NEW 617446448 8,370 500,000 x 500,000 MPG Office Trust Inc COM 553274101 14,095 4,207,354 x 4,207,354 Mueller Water Products Inc. COM SER A 624758108 44,011 8,981,831 x 8,981,831 NetApp Inc COM 64110D104 29,605 900,399 x 900,399 Oracle Corp COM 68389X105 87,206 2,769,324 x 2,769,324 Owens Corning Inc COM 690742101 81,070 2,422,895 x 2,422,895 Powershares QQQ Nasdaq 100 UNIT SER 1 73935A104 442,285 6,449,182 x 6,449,182 QUALCOMM Inc COM 747525103 144,026 2,304,786 x 2,304,786 Sandisk Corp COM 80004C101 29,047 668,821 x 668,821 Sealed Air Corp COM 81211K100 31,727 2,052,190 x 2,052,190 SPDR S&P 500 ETF Trust TR UNIT 78462F103 14,068 97,741 x 97,741 Teradyne Inc COM 880770102 5,967 419,596 x 419,596 The Hartford Financial Services Group COM 416515104 70,230 3,612,650 x 3,612,650 The Hartford Financial Services Group CALL 416515904 220 10,000 x 10,000 The Hartford Financial Services Group *W EXP 06/26/201 416515120 14,234 1,275,475 x 1,275,475 Two Harbors Investment Corp COM 90187B101 31,843 2,710,000 x 2,710,000 United Continental Holdings Inc. COM 910047109 191,470 9,818,965 x 9,818,965 US Airways Group Inc COM 90341W108 142,293 13,603,495 x 13,603,495 Valero Energy Corp COM 91913Y100 26,697 842,717 x 842,717 Whirlpool Corp COM 963320106 53,741 648,180 x 648,180