From: LAURENT CHEKROUN (MAKOR SECURITIES LO) At: 02/15/19 07:45:43
Subject: >>> Appaloosa (David Tepper) discloses updated portfolio positions Appaloosa (David Tepper) discloses updated portfolio positions in 13F filing: New AMLP ALL WFC positions; Increased PCG holding
Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:
- New positions in: AMLP (~7.07 mln shares), ALL (~0.61 mln), WFC (~0.3 mln)
- Increased positions in: PCG (to ~6.47 mln from ~3.99 mln), VST (to ~2.53 mln from ~1.98 mln)
- Closed positions in: SUM (from ~2.98 mln shares), HUN (from ~2.03 mln), BABA (from ~1.5 mln), VNTR (from ~1.38 mln), BYD (from ~1.36 mln), XPO (from ~1.35 mln), STT (from ~1.19 mln), LRCX (from ~1.18 mln), OC (from ~1.07 mln)
- Decreased positions in: COOP (to ~4.11 mln shares from ~62.77 mln shares), MU (to ~16 mln from ~36 mln), BAC (to ~0.03 mln from ~3.38 mln), NRG (to ~0.46 mln from ~2.62 mln), ESI (to ~0.26 mln from ~2.32 mln), FB (to ~1.43 mln from ~3.3 mln), TMUS (to ~1.04 mln from ~2.69 mln), AABA (to ~2.35 mln from ~3.38 mln), AGN (to ~1.15 mln from ~1.99 mln), TERP (to ~2.68 mln from ~3.06 mln