Appaloosa Management discloses updated portfolio positions in 13F filing: New stake in JBLU, MU; increased stake in HUN, DAL; cut stake in WHR; closed position in AAL, ARCP, HIG
Highlights from 2015 Q1 filing as compared to 2014 Q4 filing:
- New positions in: JBLU (~4.7 mln shares), MU (~3.6 mln), RF (~5.1 mln), USG (~1.9 mln), DHI (~1.1 mln)
- Increased positions in: HUN (to ~8.1 mln shares from ~6.1 mln shares), DAL (to ~4.7 mln from ~3.2 mln), HDS (to ~8.1 mln from ~6.1 mln), EMN (to ~0.9 mln from ~0.5 mln)
- Decreased positions in: WHR (to ~1.1 mln shares from ~1.7 mln shares)
- Closed positions in: AAL (from ~4.4 mln shares), ARCP (from ~2.9 mln), HIG (from ~0.5 mln)