Appaloosa (David Tepper) discloses updated portfolio positions in 13F filing: New LVS WYNN positions
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: LVS (~0.53 mln shares), WYNN (~0.23 mln)
- Increased positions in: UBER (to ~2.02 mln shares from ~0.23 mln shares), MSFT (to ~0.37 mln from ~0.3 mln), AMZN (to ~0.09 mln from ~0.07 mln)
- Closed positions in: GM (from ~2.25 mln shares), PHM (from ~1.45 mln), TMUS (from ~1.28 mln), DHI (from ~1.1 mln), GPS (from ~0.49 mln), KMX (from ~0.39 mln)
- Decreased positions in: PCG (to ~6.01 mln shares from ~12.5 mln shares), OXY (to ~2.84 mln from ~6.6 mln), ET (to ~9.21 mln from ~12.39 mln), M (to ~7.91 mln from ~10.1 mln), GT (to ~3.25 mln from ~5.15 mln), MOS (to ~0.84 mln from ~2.4 mln), XLE (to ~0.7 mln from ~2.15 mln), EPD (to ~0.82 mln from ~1.96 mln), FCX (to ~0.74 mln from ~1.85 mln), EQT (to ~3.94 mln from ~4.89 mln)