Jay Somaney TEPPER 13f----David Tepper's Appaloosa Management disclosed in an SEC filing its holdings as of March 31, 2022. Appaloosa made two new buys during the Q1: 525,000 shares of Las Vegas Sands (LVS) and 225,000 shares of Wynn Resorts (WYNN). Appaloosa exited 12 positions during the quarter, including by size of previous position, T-Mobile (TMUS), General Motors (GM), D.R. Horton (DHI), PulteGroup (PHM), CarMax (KMX) and Alight (ALIT). Appaloosa increased its stake in three holdings: Uber (UBER), Amazon.com (AMZN) and Microsoft (MSFT). The fund reduced its stake in 26 holdings, including by size of previous position, Meta Platforms (FB), Micron (MU), PG&E (PCG), Macy's (M) and Energy Select Sector SPDR (XLE). Appaloosa's top holdings as of March 31, 2022, in order of size, were Alphabet (GOOG), Amazon.com, Meta Platforms, Macy's and Micron.
May 16, 2022 @ 04:14PM