0001006438-13-000004.txt : 20130515
0001006438-13-000004.hdr.sgml : 20130515
20130515112010
ACCESSION NUMBER: 0001006438-13-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130515
DATE AS OF CHANGE: 20130515
EFFECTIVENESS DATE: 20130515
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: 13844602
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
a13f13q1.txt
UNITED STATES SECURITIES AND EXCHANGE COMISSION
WASHINGTON, DC 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 03/31/2013
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 05/15/2013
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: 64
Form 13F Information Table Value Total: 4,716,695,000
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 167,937 4,326,055 x 4,326,055
Apple Inc COM 037833100 239,020 540,000 x 540,000
Ashland Inc COM 044209104 14,360 193,265 x 193,265
Bank of America Corp COM 060505104 30,243 2,483,008 x 2,483,008
Beazer Homes USA Inc COM NEW 07556Q881 20,182 1,274,095 x 1,274,095
Berry Plastics Group Inc COM 08579W103 25,243 1,325,100 x 1,325,100
Boyd Gaming Corp COM 103304101 15,467 1,870,254 x 1,870,254
Broadcom Corp CL A 111320107 125,506 3,620,025 x 3,620,025
Calumet Specialty Products Partners LP UT LTD PARTNER 131476103 24,958 670,010 x 670,010
Celanese Corp COM SER A 150870103 46,364 1,052,524 x 1,052,524
CF Industries Holdings Inc COM 125269100 9,131 47,967 x 47,967
Check Point Software Tech Lt ORD M22465104 29,130 619,911 x 619,911
Chimera Investment Corp COM 16934Q109 14,558 4,563,490 x 4,563,490
Citigroup Inc PUT 172967954 160 10,000 x 10,000
Citigroup Inc COM NEW 172967424 376,905 8,519,547 x 8,519,547
Comcast Corp CL A 20030N101 68,896 1,640,000 x 1,640,000
Dean Foods Co COM 242370104 27,869 1,537,199 x 1,537,199
Delphi Automotive PLC SHS G27823106 39,315 885,483 x 885,483
Delta Air Lines Inc COM NEW 247361702 162,196 9,824,135 x 9,824,135
EMC Corp COM 268648102 96,474 4,038,269 x 4,038,269
Fluor Corp COM 343412102 13,414 202,227 x 202,227
Ford Motor Co. COM PAR $0.01 345370860 154,118 11,719,973 x 11,719,973
Foster Wheeler AG COM H27178104 11,516 504,001 x 504,001
Fusion-io Inc COM 36112J107 28,851 1,762,422 x 1,762,422
General Motors Corp *W EXP 07/10/201 37045V118 3,250 175,561 x 175,561
General Motors Corp *W EXP 07/10/201 37045V126 2,070 175,561 x 175,561
General Motors Corp COM 37045V100 158,057 5,681,400 x 5,681,400
Goodyear Tire & Rubber Co. COM 382550101 192,060 15,230,801 x 15,230,801
Goodyear Tire & Rubber Co. CALL 382550901 115 10,000 x 10,000
Google Inc CL A 38259P508 146,975 185,100 x 185,100
HCA Holdings Inc COM 40412C101 175,746 4,325,532 x 4,325,532
Hess Corp COM 42809H107 34,337 479,500 x 479,500
Huntsman Corp COM 447011107 137,566 7,400,000 x 7,400,000
JPMorgan Chase & Co COM 46625H100 47,460 1,000,000 x 1,000,000
KBR Inc. COM 48242W106 14,495 451,825 x 451,825
Lincoln National Corp COM 534187109 12,545 384,683 x 384,683
Masco Corp COM 574599106 70,875 3,500,000 x 3,500,000
MetLife Inc COM 59156R108 175,031 4,603,658 x 4,603,658
MFA Financial Inc COM 55272X102 8,139 873,283 x 873,283
MGM Mirage COM 552953101 90,730 6,899,615 x 6,899,615
Microsoft Corp COM 594918104 99,715 3,485,314 x 3,485,314
MPG Office Trust Inc COM 553274101 11,273 4,099,174 x 4,099,174
Mueller Water Products Inc. COM SER A 624758108 43,838 7,392,568 x 7,392,568
NetApp Inc COM 64110D104 24,418 714,799 x 714,799
Owens Corning Inc COM 690742101 106,599 2,703,509 x 2,703,509
Prudential Financial Inc COM 744320102 50,440 855,056 x 855,056
QUALCOMM Inc COM 747525103 199,507 2,979,941 x 2,979,941
Sandisk Corp COM 80004C101 67,100 1,220,000 x 1,220,000
Sealed Air Corp COM 81211K100 32,440 1,345,485 x 1,345,485
Silver Bay Realty Trust Corp COM 82735Q102 2,475 119,560 x 119,560
SPDR S&P 500 ETF Trust TR UNIT 78462F103 131,090 837,366 x 837,366
SPDR S&P 500 ETF Trust PUT 78462F953 9,447 180,531 x 180,531
SPDR S&P 500 ETF Trust CALL 78462F903 7,000 10,000 x 10,000
Tenneco Inc COM 880349105 4,578 116,448 x 116,448
Teradyne Inc COM 880770102 6,141 378,596 x 378,596
The Hartford Financial Services Group *W EXP 06/26/201 416515120 21,798 1,275,475 x 1,275,475
The Hartford Financial Services Group COM 416515104 136,855 5,304,459 x 5,304,459
Transocean Inc. REG SHS H8817H100 133,026 2,560,167 x 2,560,167
Two Harbors Investment Corp COM 90187B101 30,768 2,440,000 x 2,440,000
United Continental Holdings Inc. COM 910047109 272,361 8,508,613 x 8,508,613
US Airways Group Inc COM 90341W108 181,525 10,696,829 x 10,696,829
Valero Energy Corp COM 91913Y100 11,236 247,000 x 247,000
Weatherford Intl Ltd REG SHS H27013103 55,445 4,567,141 x 4,567,141
Whirlpool Corp COM 963320106 66,359 560,180 x 560,180