Exited position

David Tepper’s Lyft Inc (LYFT) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Appaloosa LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2024Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares15.75MHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Appaloosa LP first reported Lyft Inc in Q1 2024. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Appaloosa LP sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold the entire position−2.70M shares · No shares reported at quarter-end
Q1 2026
Sold 28.9% of the position−1.10M shares · 2.70M shares remained
Filing context

Quarter-end price $13.30 · Estimated holding basis $13.59

Q4 2025
Sold 32.1% of the position−1.80M shares · 3.80M shares remained
Filing context

Quarter-end price $19.37 · Estimated holding basis $13.59

Q3 2025
Sold 30.0% of the position−2.40M shares · 5.60M shares remained
Filing context

Quarter-end price $22.01 · Estimated holding basis $13.59

Q2 2025
Sold 11.1% of the position−1.00M shares · 8.00M shares remained
Filing context

Quarter-end price $15.76 · Estimated holding basis $13.59

Q1 2025
Sold 33.3% of the position−4.50M shares · 9.00M shares remained
Filing context

Quarter-end price $11.87 · Estimated holding basis $13.59

Portfolio importance

How important was Lyft Inc in Appaloosa LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.6%Q1 2026
Last reported rank#25of 31 reported positions
Peak portfolio weight3.0%Q3 2024
Best historical rank#9Q3 2024
At peak importanceQ3 2024
LYFT
3.0%
Largest holding
15.8%
Cross-investor discovery

Who else owns Lyft Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
LYFT0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
LYFT0.0% of reported portfolio
Explore Lyft Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$15.692026-09-15

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Appaloosa LP’s Form 13F disclosures—not David Tepper’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.