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David Tepper’s cannibal stocks

Appaloosa · 13F for Q2 2026

3cannibals held
$988.7Min these positions
Q2 2026latest 13F filing
$380.2M675,000 shares

Meta Platforms has retired 12.2% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Vistra

VSTAdded
$351.4M2,215,272 shares

Vistra retired 0.9% of its shares in twelve months, so this stake grew 1.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Nrg Energy

NRGAdded
$257.1M1,760,000 shares

Nrg Energy has retired 37.8% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.

Questions

Which cannibal stocks does David Tepper own?

In the Q2 2026 13F, Appaloosa held META, VST, NRG. 3 of them are on the Buyback Radar leaderboard.

Where does this data come from?

From Appaloosa's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.

How do buybacks help David Tepper?

Vistra retired 0.9% of its shares in the last twelve months. That alone made every remaining share, including David Tepper's 2,215,272, 1.0% bigger as a slice of the company, without buying anything.

David Tepper’s moves in companies like these are covered on Cannibal Stocks.

Read Cannibal Stocks All superinvestors →