0001006438-13-000003.txt : 20130214 0001006438-13-000003.hdr.sgml : 20130214 20130214160933 ACCESSION NUMBER: 0001006438-13-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 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: 13613724 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 a13f12q4.txt UNITED STATES SECURITIES AND EXCHANGE COMISSION WASHINGTON, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 12/31/2012 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 02/14/2013 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: 58 Form 13F Information Table Value Total: 4,616,690,000 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 213,883 6,059,000 x 6,059,000 Apple Inc COM 037833100 486,476 912,661 x 912,661 Bank of America Corp COM 060505104 28,803 2,483,008 x 2,483,008 Beazer Homes USA Inc COM NEW 07556Q881 21,519 1,274,095 x 1,274,095 Berry Plastics Group Inc COM 08579W103 21,308 1,325,100 x 1,325,100 Borgwarner Inc COM 099724106 15,956 222,789 x 222,789 Boyd Gaming Corp COM 103304101 12,418 1,870,254 x 1,870,254 Broadcom Corp CL A 111320107 113,579 3,420,025 x 3,420,025 Calumet Specialty Products Partners LP UT LTD PARTNER 131476103 21,991 723,639 x 723,639 Celanese Corp COM SER A 150870103 29,294 657,852 x 657,852 CF Industries Holdings Inc COM 125269100 9,745 47,967 x 47,967 Chimera Investment Corp COM 16934Q109 23,490 9,000,000 x 9,000,000 Citigroup Inc COM NEW 172967424 363,736 9,194,547 x 9,194,547 Dean Foods Co COM 242370104 28,480 1,725,000 x 1,725,000 Delphi Automotive PLC SHS G27823106 33,870 885,483 x 885,483 Delta Air Lines Inc COM NEW 247361702 122,310 10,304,135 x 10,304,135 EMC Corp COM 268648102 104,698 4,138,269 x 4,138,269 Ensco PLC SHS CLASS A G3157S106 42,750 721,149 x 721,149 Ford Motor Co. COM PAR $0.01 345370860 144,457 11,154,973 x 11,154,973 Freeport-McMoRan Copper & Gold Inc COM 35671D857 17,796 520,337 x 520,337 Fusion-io Inc COM 36112J107 32,216 1,404,977 x 1,404,977 General Motors Corp *W EXP 07/10/201 37045V118 3,423 175,561 x 175,561 General Motors Corp *W EXP 07/10/201 37045V126 2,193 175,561 x 175,561 General Motors Corp COM 37045V100 154,483 5,358,400 x 5,358,400 Goodyear Tire & Rubber Co COM 382550101 198,113 14,345,610 x 14,345,610 Google Inc CL A 38259P508 131,304 185,100 x 185,100 HCA Holdings Inc COM 40412C101 130,501 4,325,532 x 4,325,532 Huntsman Corp COM 447011107 117,660 7,400,000 x 7,400,000 JPMorgan Chase & Co COM 46625H100 101,183 2,301,178 x 2,301,178 Masco Corp COM 574599106 67,981 4,080,479 x 4,080,479 MetLife Inc COM 59156R108 111,530 3,385,858 x 3,385,858 MFA Financial Inc COM 55272X102 7,082 873,283 x 873,283 MGM Mirage COM 552953101 80,312 6,899,615 x 6,899,615 Microsoft Corp COM 594918104 84,237 3,151,400 x 3,151,400 MPG Office Trust Inc COM 553274101 12,625 4,099,174 x 4,099,174 Mueller Water Products Inc COM SER A 624758108 42,364 7,551,469 x 7,551,469 NetApp Inc COM 64110D104 23,982 714,799 x 714,799 Noble Corp NAMEN -AKT H5833N103 46,639 1,339,443 x 1,339,443 Oracle Corp COM 68389X105 79,805 2,395,110 x 2,395,110 Owens Corning Inc COM 690742101 87,578 2,367,616 x 2,367,616 Powershares QQQ Trust UNIT SER 1 73935A104 105,165 1,615,182 x 1,615,182 Powershares QQQ Trust CALL 73935A904 4,596 106,767 x 106,767 QUALCOMM Inc COM 747525103 171,792 2,769,941 x 2,769,941 Sandisk Corp COM 80004C101 42,253 970,000 x 970,000 Sealed Air Corp COM 81211K100 32,379 1,849,190 x 1,849,190 SPDR S&P 500 ETF Trust TR UNIT 78462F103 119,341 837,366 x 837,366 SPDR S&P 500 ETF Trust CALL 78462F903 20,264 192,058 x 192,058 Tenneco Inc COM 880349105 4,088 116,448 x 116,448 Teradyne Inc COM 880770102 6,394 378,596 x 378,596 The Hartford Financial Services Group *W EXP 06/26/201 416515120 17,193 1,275,475 x 1,275,475 The Hartford Financial Services Group COM 416515104 111,840 4,983,959 x 4,983,959 Transocean Inc. REG SHS H8817H100 66,986 1,500,255 x 1,500,255 Two Harbors Investment Corp COM 90187B101 27,035 2,440,000 x 2,440,000 United Continental Holdings Inc COM 910047109 213,193 9,118,613 x 9,118,613 US Airways Group Inc COM 90341W108 162,932 12,069,029 x 12,069,029 Valero Energy Corp COM 91913Y100 26,429 774,576 x 774,576 Weatherford Intl Ltd REG SHS H27013903 56,041 5,008,107 x 5,008,107 Whirlpool Corp COM 963320106 56,998 560,180 x 560,180