David Tepper’s Appaloosa Management disclosed in an SEC filing its holdings as of December 31, 2022. Appaloosa’s three new buys during the fourth quarter included, by size of position, Disney (DIS), Caesars Entertainment (CZR), and Aptiv (APTV). Appaloosa exited one position during the quarter, Mosaic (MOS). Appaloosa increased its stake in seven holdings, including by size of previous position, HCA Healthcare (HCA), Chesapeake Energy (CHK), Salesforce (CRM), Uber Technologies (UBER), and Alibaba Group (BABA). Appaloosa reduced its stake in eight holdings, including by size of previous position, Meta Platforms (META), Constellation Energy (CEG), Enterprise Products Partners (EPD), and Sysco (SYY). Appaloosa’s top holdings as of December 31, 2022, in order of size, were Constellation Energy, Alphabet (GOOG), Amazon (AMZN), Macy’s (M), and Energy Transfer (ET).
Published first on TheFly
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