APPALOOSA LP

SHORT HILLS, NJ Hedge Fund Investment Advisor Billionaires Group How do I update this listing?

Also known as:

  • APPALOOSA MANAGEMENT LP
  • David Tepper

Appaloosa Management is one of the most successful hedge funds and is managed by David Tepper. Although many of Appaloosa's investments such as distressed debt and other fixed income are not disclosed via 13F filings, the fund's equity portfolio has proven to be a source of excellent returns. Tepper is opportunistic in his equity investing and often takes a contrarian view. Appaloosa has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 72 13F filings, 36 13D filings, and 7 13G filings Their last reported 13F filing for Q3 2017 included $7,118,809,000 in managed 13F securities and a top 10 holdings concentration of 56.73%. Appaloosa's largest holding is Micron Technology, Inc. with shares held of 17,053,999.

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66

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09/30/2017

13F Activity

  • Market Value $7.119 Billion
  • Prior Market Value $6.742 Billion
  • New Purchases4 stocks
  • Additional Purchases15 stocks
  • Sold out of14 stocks
  • Reduced holdings in28 stocks
  • Top 10 Holdings % 56.73 %
  • Turnover % [1]:37.50%
  • Turnover Alt % [2]: 17.38 %
  • Time Held Top20:4.00 quarters
  • Time Held Top10:2.80 quarters
  • Time Held All:5.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2017

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Last updated on 2017-11-28

Performance for Q3 2017: 7.58%
Performance Last 4 Quarters: 27.31%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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Changes in Holdings:

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13F Filings Available:
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR/A (Subscription required)
  • 2011-12-31 - 13F-HR/A (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR/A (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

APPALOOSA MANAGEMENT L.P.
Classified as Hedge Fund
51 JOHN F. KENNEDY PARKWAY 2ND FLOOR
SHORT HILLS NJ    07078
Country: United States

Business Phone: 973-701-7000
Fax: 973-701-7055
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 33
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 8,267,960,000
Total Number of Clients: 2
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 09/30/2017

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APPALOOSA LP Data last updated 2017-03-31

Fund Ownership

Name Title Start Date Direct/Indirect % Ownership
TEPPER, DAVID, ALAN PRESIDENT OF THE GENERAL PARTNER 06/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
APPALOOSA MANAGEMENT L.P. PRESIDENT indirect 1993-03-01
APPALOOSA MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER; LIMITED PARTNER direct 1993-06-01
APPALOOSA MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 1993-06-01
APPALOOSA LP PRESIDENT indirect 1993-03-01
APPALOOSA LP PRESIDENT OF THE GENERAL PARTNER direct 1993-06-01
APPALOOSA LP PRESIDENT OF THE GENERAL PARTNER direct 2015-09-01
APPALOOSA LP PRESIDENT indirect 2015-09-01
APPALOOSA CAPITAL INC. GENERAL PARTNER 09/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
APPALOOSA LP GENERAL PARTNER direct 2015-09-01
BOLIN, JAMES, EDWARD VICE PRESIDENT OF THE GENERAL PARTNER 04/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
APPALOOSA MANAGEMENT L.P. VICE PRESIDENT OF THE GENERAL PARTNER direct 2007-04-01
APPALOOSA MANAGEMENT L.P. VICE PRESIDENT OF THE GENERAL PARTNER; LIMITED PARTNER direct 2007-04-01
APPALOOSA LP VICE PRESIDENT OF THE GENERAL PARTNER direct 2007-04-01
APPALOOSA LP VICE PRESIDENT OF THE GENERAL PARTNER direct 2015-09-01
APPALOOSA LP MEMBER indirect 2015-10-01
KAPLAN, JEFFREY, LOUIS SECRETARY OF THE GENERAL PARTNER; CHIEF OPERATING OFFICER 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
APPALOOSA MANAGEMENT L.P. CHIEF OPERATING OFFICER direct 2011-04-01
APPALOOSA MANAGEMENT L.P. CHIEF OPERATING OFFICER; LIMITED PARTNER direct 2011-04-01
APPALOOSA LP SECRETARY OF THE GENERAL PARTNER; CHIEF OPERATING OFFICER direct 2011-04-01
APPALOOSA LP SECRETARY OF THE GENERAL PARTNER; CHIEF OPERATING OFFICER direct 2015-09-01
MAIMAN, KENNETH, WILLIAM GENERAL COUNSEL 01/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
APPALOOSA MANAGEMENT L.P. GENERAL COUNSEL direct 1998-01-01
APPALOOSA MANAGEMENT L.P. GENERAL COUNSEL; LIMITED PARTNER direct 1998-01-01
APPALOOSA LP GENERAL COUNSEL direct 1998-01-01
APPALOOSA LP GENERAL COUNSEL direct 2015-09-01
PALMER, MICHAEL, LOUIS TREASURER OF THE GENERAL PARTNER; CHIEF FINANCIAL OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
APPALOOSA MANAGEMENT L.P. CHIEF FINANCIAL OFFICER; LIMITED PARTNER direct 2011-01-01
APPALOOSA LP TREASURER OF THE GENERAL PARTNER; CHIEF FINANCIAL OFFICER direct 2011-01-01
BRENCOURT ADVISORS, LLC COMPLIANCE MANAGER direct 2001-01-01 2002-03-25
BRENCOURT ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2003-03-01 2005-03-23
BRENCOURT ADVISORS, LLC CHIEF FINANCIAL OFFICER/MANAGEMENT COMMITTEE direct 2003-03-01 2008-03-28
E&E ADVISORS L.P. CHIEF OPERATING OFFICER direct 2009-04-01 2010-03-29
E&E CAPITAL ADVISORS LLC CHIEF OPERATING OFFICER direct 2009-04-01 2010-10-15
E CAPITAL MANAGEMENT L.P. CHIEF OPERATING OFFICER direct 2009-04-01 2010-10-15
APPALOOSA MANAGEMENT L.P. CHIEF FINANCIAL OFFICER direct 2011-01-01 2012-02-14
APPALOOSA LP TREASURER OF THE GENERAL PARTNER; CHIEF FINANCIAL OFFICER direct 2015-09-01 2017-03-31
BATTISTELLA, KATHRYN, SHARAF CHIEF COMPLIANCE OFFICER 07/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
FAIRHOLME CAPITAL MANAGEMENT, L.L.C. CHIEF COMPLIANCE OFFICER direct 2009-08-01
APPALOOSA MANAGEMENT L.P. CHIEF COMPLIANCE OFFICER direct 2010-07-01
APPALOOSA LP CHIEF COMPLIANCE OFFICER direct 2010-07-01
APPALOOSA LP CHIEF COMPLIANCE OFFICER direct 2015-09-01
ALP HOLDINGS LLC LIMITED PARTNER 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
APPALOOSA LP MANAGER indirect 2015-10-01
APPALOOSA LP LIMITED PARTNER direct 2016-01-01
TEPPER, DAVID, ALAN PRESIDENT APPALOOSA CAPITAL INC. 03/01/1993 Indirect 75% or more
Fund Name Position direct/indirect start date end date
APPALOOSA MANAGEMENT L.P. PRESIDENT indirect 1993-03-01
APPALOOSA MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER; LIMITED PARTNER direct 1993-06-01
APPALOOSA MANAGEMENT L.P. PRESIDENT OF THE GENERAL PARTNER direct 1993-06-01
APPALOOSA LP PRESIDENT indirect 1993-03-01
APPALOOSA LP PRESIDENT OF THE GENERAL PARTNER direct 1993-06-01
APPALOOSA LP PRESIDENT OF THE GENERAL PARTNER direct 2015-09-01
APPALOOSA LP PRESIDENT indirect 2015-09-01
APPALOOSA CAPITAL INC. MANAGER ALP HOLDINGS LLC 10/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
APPALOOSA LP MANAGER indirect 2015-10-01
APPALOOSA LP LIMITED PARTNER direct 2016-01-01
BOLIN, JAMES, EDWARD MEMBER ALP HOLDINGS LLC 10/01/2015 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
APPALOOSA MANAGEMENT L.P. VICE PRESIDENT OF THE GENERAL PARTNER direct 2007-04-01
APPALOOSA MANAGEMENT L.P. VICE PRESIDENT OF THE GENERAL PARTNER; LIMITED PARTNER direct 2007-04-01
APPALOOSA LP VICE PRESIDENT OF THE GENERAL PARTNER direct 2007-04-01
APPALOOSA LP VICE PRESIDENT OF THE GENERAL PARTNER direct 2015-09-01
APPALOOSA LP MEMBER indirect 2015-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
APPALOOSA INVESTMENT LP I United States 805-5223770032 Hedge Fund 9,290,214,000 5,000,000
PALOMINO MASTER LTD. British Virgin Islands 805-8711768234 Hedge Fund 7,949,441,000 5,000,000 Master Fund

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