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Appaloosa LP vs GREENLIGHT CAPITAL INC

Shared holdings, divergences, and sector mix as of latest 13F filings.

Overlap

0.0%

Shared names

Overlap value

$0

Combined exposure

Appaloosa LP AUM

$7.7B

Q2 2026

GREENLIGHT CAPITAL INC AUM

$2B

Q4 2023

Shared holdings

Positions both funds hold

No shared positions disclosed.

Appaloosa LP only

Positions unique to this fund

Stock	Value	%
AMD	$114.7M	—
BBAAY	$192M	—
GOOGN	$653.7M	—
AMZN	$1.2B	—
AAL	$135.5M	—
AAPL	$241.6M	—
BAIDF	$148M	—
BRK-A	$12.5M	—
BA-PA	$173.2M	—
AVGO	$56.7M	—
CRWV	$107.3M	—
ET-PI	$30.1M	—
META	$380.2M	—
GT	$10M	—
ETHA	$489.6M	—
LRCX	$165.7M	—
MPLXP	$28.3M	—
MU	$1.1B	—
NRG	$257.1M	—
NVDA	$305.1M	—
QCOM	$46.2M	—
SPCX	$38.4M	—
TSMWF	$788M	—
UBER	$555.2M	—
VST	$351.4M	—

GREENLIGHT CAPITAL INC only

Positions unique to this fund

Stock	Value	%
BHFAO	$24M	—
FHN-PH	$3.4M	—
GLPGF	$3.5M	—
GPOR	$14.8M	—
HRI	$7M	—
PPA	$5.5M	—
KVUE	$7M	—
NPWR	$5.3M	—
OHRPEUR	$13K	—
NUVB	$53K	—
NUVB	$6K	—
XAR	$5.7M	—
SHC	$1.2M	—
TLIS	$522K	—
TCKRF	$32.7M	—
THC	$51.9M	—
VTRS	$15M	—
WFRD	$14.5M	—
LIVN	$20.6M	—
SDRL	$13.5M	—
AER	$10.8M	—

Sector mix

Portfolio allocation by GICS sector

Sector breakdown unavailable.