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Focused investors/David Tepper

David Tepper - Appaloosa Management

As of Q2 2026, David Tepper reported 25 long-equity positions worth $7.47B in aggregate.

It also disclosed $254.13M of put notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.

Copy-investor backtest

Latest quarter
+5.11%
1-year
+32.48%
3-year
+124.34%
5-year
+170.12%
3-year vs S&P 500
+51.10%
5-year vs S&P 500
+96.43%
5-year top 5
+192.90%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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David Tepper/Overlap

David Tepper - pick another manager

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