David Tepper (Trades, Portfolio) is the founder of Appaloosa Management. He invested in the following stocks in both the third and fourth quarters.
HCA Healthcare Inc. (HCA, Financial)Â
The guru boosted his position by 9.54% in the third quarter, and added 200.95% in the fourth quarter.
With a market cap of $34.98 billion, the health care services company operates general acute care hospitals, psychiatric hospitals and rehabilitation hospitals. Its revenue has increased 10.90% over the past five years.
Larry Robbins (Trades, Portfolio) is the company's largest shareholder among the gurus with 3.53% of outstanding shares, followed by the Vanguard Health Care Fund (Trades, Portfolio) with 3% and Bill Nygren (Trades, Portfolio) with 0.83%.
Energy Transfer Equity LP (ETE, Financial)
During the third quarter, Tepper boosted the holding by 62.24% and then increased it 8.31% in the fourth quarter.
The company, which stores and transports natural gas, has a market cap of $18.75 billion. Its revenue has grown 32% over the past five years.
The company's largest guru shareholder is Tepper with 0.47% of outstanding shares, followed by Leon Cooperman (Trades, Portfolio) with 0.1%, Jim Simons (Trades, Portfolio) with 0.08% and Steven Cohen (Trades, Portfolio) with 0.02%.
Boston Scientific Corp. (BSX, Financial)
Tepper increased the position by 65.79% in the third quarter and added another 27.44% in the fourth quarter.
The medical devices manufacturer has a market cap of $36.82 billion. Its revenue has increased 3.60% over the past five years.
PRIMECAP Management (Trades, Portfolio) is the company's largest shareholder among the gurus with 3.2% of outstanding shares, followed by the Vanguard Health Care Fund with 2.91%, Tepper with 0.27% and Diamond Hill Capital (Trades, Portfolio) with 0.22%.
Ally Financial Inc. (ALLY, Financial)
In the third quarter, Tepper boosted the holding by 520.37% and added another 18% in the fourth quarter.
The financial services company has a market cap of $12.45 billion. Its revenue has grown by 3.70% over the past five years..
The company's largest guru shareholder is Nygren with 3.99% of outstanding shares, followed by First Pacific Advisors (Trades, Portfolio) with 2.73%, Howard Marks (Trades, Portfolio) with 2.23% and Steven Romick (Trades, Portfolio) with 2.13%.
NRG Energy Inc. (NRG, Financial)
In the third quarter, Tepper boosted the holding by 575.30% and added 15.62% in the fourth quarter.
With a market cap of $7.85 billion, the company produces electricity. Its revenue has grown 3.30% over the past five years.
Paul Singer (Trades, Portfolio) is the company's largest guru shareholder with 3.16% of outstanding shares, followed by Tepper with 3.08%, Simons with 1.54% and Alan Fournier (Trades, Portfolio) with 1.04%.
The guru increased his stake by 117.76% in the third quarter and added another 237.09% in the fourth quarter.
With a market cap of $849.24 billion, the technology company makes mobile communication and media devices and personal computers. Its revenue has increased 14% over the past five years.
With 3.26% of outstanding shares, Warren Buffett (Trades, Portfolio) is the company's largest guru sharesholder, followed by Pioneer Investments (Trades, Portfolio) with 0.26%, Ken Fisher (Trades, Portfolio) with 0.22% and Spiros Segalas (Trades, Portfolio) with 0.21%.
Facebook Inc. (FB, Financial)
In the third quarter, Tepper boosted his stake by 40.05% and added another 67.56% in the fourth quarter.
With a market cap of $521.51 billion, it is the world's largest online social network. Its revenue has grown 42.70% over the past five years.
Frank Sands (Trades, Portfolio) is the company's largest guru shareholder with 0.44% of outstanding shares, followed by Segalas with 0.24%, Tepper with 0.19% and Steve Mandel (Trades, Portfolio) with 0.15%.
Micron Technology Inc. (MU, Financial)
Tepper boosted his stake by 32.20% in the third quarter and by 61.25% in the fourth quarter.
The company, which providesmemory and storage solutions, has a market cap of $50.24 billion. Its revenue has increased 14.60% over the past five years.
PRIMECAP Management is the company's largest shareholder among the gurus with 5.05% of outstanding shares, followed by Tepper with 2.38%, Donald Smith (Trades, Portfolio) with 0.93% and Pioneer Investments with 0.36%.
Disclosure: I do not own any stocks mentioned in this article.
