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Tepper's Appaloosa Goes Big into AIG (AIG), Ups Beazer (BZH), Ford (F), MGM (MGM) (more...)

November 14, 2012 4:16 PM EST
David Tepper's Appaloosa Management hedge fund released its 13F for the quarter ended 09/30/2012. Below is a summary.

(note - short positions are not disclosed)

New Stakes
American International Group, Inc. (NYSE: AIG) new 8,250,000 share position
JPMorgan Chase & Co. (NYSE: JPM) new 2,397,178 share position
Morgan Stanley (NYSE: MS) new 500,000 share position
Sealed Air Corp. (NYSE: SEE) new 2,052,190 share position
S&P DEP RECEIPTS (NYSE: SPY) new 97,741 share position
Teledyne Technologies, Inc. (NYSE: TDY) new 419,596 share position
Hartford Financial Services Group, Inc. (NYSE: HIG) (CALL) new 10,000 share position

Raised Stakes
Apple, Inc. (NASDAQ: AAPL) raised from 516,338 shares to 521,188 shares
Beazer Homes USA, Inc. (NYSE: BZH) raised from 254,614 shares to 7,076,459 shares
Boyd Gaming Corp. (NYSE: BYD) raised from 1,674,323 shares to 2,012,333 shares
Broadcom Corp (NASDAQ: BRCM) raised from 2,491,023 shares to 3,562,025 shares
Celanese Corp. Series A (NYSE: CE) raised from 150,000 shares to 519,352 shares
Chimera Investment (NYSE: CIM) raised from 3,993,384 shares to 10,384,474 shares
Citigroup, Inc. (NYSE: C) raised from 9,266,022 shares to 10,194,547 shares
Hartford Financial Services Group, Inc. (NYSE: HIG) raised from 1,275,475 shares to 10,375,718 shares
EMC Corp. (NYSE: EMC) raised from 2,715,261 shares to 2,800,261 shares
Ford Motor Co. (NYSE: F) raised from 7,654,450 shares to 11,618,973 shares
Fusion-io (NYSE: FIO) raised from 1,421,954 shares to 1,560,977 shares
General Motors (NYSE: GM) raised from 4,713,316 shares to 5,952,400 shares
Goodyear Tire & Rubber Co. (NYSE: GT) raised from 11,240,072 shares to 14,313,702 shares
Huntsman Corp. (NYSE: HUN) raised from 6,320,011 shares to 7,919,010 shares
Lam Research Corp (NASDAQ: LRCX) raised from 435,200 shares to 855,873 shares
Marvell Technology Group Ltd (NASDAQ: MRVL) raised from 2,376,524 shares to 3,863,833 shares
MGM Resorts International (NYSE: MGM) raised from 2,002,293 shares to 6,891,654 shares
NetApp, Inc. (NASDAQ: NTAP) raised from 775,399 shares to 900,399 shares
Owens Corning (NYSE: OC) raised from 2,256,151 shares to 2,422,895 shares
Hartford Financial Services Group, Inc. (NYSE: HIG) raised from 1,275,475 shares to 3,612,650 shares
United Continental Holdings (NYSE: UAL) raised from 9,484,558 shares to 9,818,965 shares
US Airways Group, Inc. (NYSE: LCC) raised from 12,926,695 shares to 13,603,495 shares

Lowered Stakes
Bank of America Corp. (NYSE: BAC) lowered from 3,857,008 shares to 2,757,008 shares
Calumet Specialty Products Partners, L.P. (NASDAQ: CLMT) lowered from 1,181,885 shares to 947,685 shares
Delphi Automotive PLC (NYSE: DLPH) lowered from 220,466 shares to 53,367 shares
Dean Foods Co. (NYSE: DF) lowered from 2,402,175 shares to 2,217,159 shares
Google, Inc. (NASDAQ: GOOG) lowered from 221,437 shares to 195,000 shares
International Paper Co. (NYSE: IP) lowered from 302,537 shares to 242,999 shares
United Continental Holdings (NYSE: UAL) lowered from 9,484,558 shares to 102,865 shares
US Airways Group, Inc. (NYSE: LCC) lowered from 12,926,695 shares to 5,282,997 shares
Oracle Corp (NASDAQ: ORCL) lowered from 3,097,779 shares to 2,769,324 shares
POWERSHARES QQQ (NASDAQ: QQQQ) lowered from 8,409,182 shares to 6,449,182 shares
Valero Energy Corp. (NYSE: VLO) lowered from 2,307,161 shares to 842,717 shares
Whirlpool Corp. (NYSE: WHR) lowered from 703,180 shares to 648,180 shares

Liquidated Stakes
Google, Inc. (NASDAQ: GOOG) (CALL) liquidated
Nuance Communications, Inc. (NASDAQ: NUAN) liquidated
Royal Bank of Scotland Group PLC ADS (NYSE: RBS) liquidated
Royal Bank of Scotland Group PLC ADS (NYSE: RBS) liquidated
Royal Bank of Scotland Group PLC ADS (NYSE: RBS) liquidated
Royal Bank of Scotland Group PLC ADS (NYSE: RBS) liquidated
Royal Bank of Scotland Group PLC ADS (NYSE: RBS) liquidated
Royal Bank of Scotland Group PLC ADS (NYSE: RBS) liquidated
S&P DEP RECEIPTS (NYSE: SPY) (PUT) liquidated
S&P DEP RECEIPTS (NYSE: SPY) (CALL) liquidated

Maintained Stakes
Delphi Automotive PLC (NYSE: DLPH) maintained 220,466 share stake
iShares Dow Jones U.S. Home Construction Index Fund (NYSE: ITB) maintained 105,499 share stake
JetBlue Airways Corp (NASDAQ: JBLU) maintained 817,374 share stake
MFA Financial (NYSE: MFA) maintained 969,783 share stake
Microsoft Corp (NASDAQ: MSFT) maintained 1,129,000 share stake
MPG Office Trust (NYSE: MPG) maintained 4,207,354 share stake
Mueller Water Products (NYSE: MWA) maintained 8,981,831 share stake
Qualcomm, Inc. (NASDAQ: QCOM) maintained 2,304,786 share stake
Sandisk Corp (NASDAQ: SNDK) maintained 668,821 share stake
Hartford Financial Services Group, Inc. (NYSE: HIG) maintained 1,275,475 share stake
Two Harbors Investment (NYSE: TWO) maintained 2,710,000 share stake


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