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Portfolio (Quarterly) Guide ↗

APPALOOSA LP

· CIK 0001656456
13F Portfolio $7.7B AUM 27 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 8 New 11 Added 5 Reduced 12 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 250,000.0 $46.2M 0.60% -249K -49.9% $184.79 -14.2%
22 SPACE EXPLORATION TECHN CORP 225,000.0 $38.4M 0.50% NEW $170.86
23 ET ENERGY TRANSFER L P Energy 1,576,125.0 $30.1M 0.39% $19.12 +10.3%
24 MPLX MPLX LP Energy 502,460.0 $28.3M 0.37% $56.33 +3.8%
25 WHR WHIRLPOOL CORP Consumer Cyclical 715,000.0 $28.2M 0.36% -1.2M -63.3% $39.42 +1.8%
26 PUT BERKSHIRE HATHAWAY INC DEL 25,000.0 $12.5M 0.16% NEW $500.39
27 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,508,591.0 $10.0M 0.13% NEW $6.60 -9.1%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.5%
Consumer Cyclical 22.6%
Utilities 9.7%
Communication Services 8.4%
Industrials 4.9%
Energy 0.9%