Below is a spreadsheet that highlights the changes to David Tepper's Appaloosa Management's US long stock portfolio as of Q3
2012:
A major new addition this quarter is AIG group (AIG) in the $30 Average Purchase Price range. Tepper continues to have a significant overweight in airline stocks. He has also said in a recent interview that he is very bullish on US stocks for 2013.
A major new addition this quarter is AIG group (AIG) in the $30 Average Purchase Price range. Tepper continues to have a significant overweight in airline stocks. He has also said in a recent interview that he is very bullish on US stocks for 2013.
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