David Tepper's Appaloosa Management sold its entire Corning Incorporated (GLW) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The prior filing listed 1.13M shares worth about $153.6M, 2.59% of the portfolio; the 2026 Q2 filing lists none. GLW had been in the portfolio for 1.5 years, since the quarter ended December 31, 2024.
What did the 2026 Q2 filing report for GLW?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.13M | 0 |
| Reported value | $153.6M | $0 |
| Portfolio weight | 2.59% | 0% |
| Held since | 2024 Q4 | sold out in 2026 Q2 |
| Quarters held | 6 |
What did David Tepper sell?
David Tepper sold 1.13M shares of GLW between the quarter ended March 31, 2026 and June 30, 2026. The GLW exit was the 3rd largest of the quarter's 34 position changes by percent change to portfolio.
Where does GLW sit in the David Tepper portfolio?
Before the sale, GLW carried 2.59% of the David Tepper portfolio, below the fund's average stock position of 4%. The largest stock position is AMZN at 15.95%. Next come MU at 15.06% and TSM at 10.55%. The three largest stocks together are 41.56% of the book. Across the 2026 Q2 portfolio, David Tepper reported 25 stock positions, with 6 opened and 12 closed. The total portfolio value is about $7.5B, up 26% from the prior quarter.
How long has David Tepper held GLW?
David Tepper held GLW for 1.5 years, from the quarter ended December 31, 2024 to March 31, 2026. The weight peaked at 2.59% in 2026 Q1. Last quarter the fund had already cut the position by 28%, so the exit finishes a two-quarter unwind. Every reported trade is on the David Tepper GLW trade history page.
FAQ
How many GLW shares did David Tepper sell?
David Tepper sold all 1.13M shares of GLW it reported a quarter earlier, worth about $153.6M.
When did David Tepper first buy GLW?
David Tepper first reported GLW in the quarter ended December 31, 2024.
How much of the David Tepper portfolio was GLW?
GLW was 2.59% of the David Tepper portfolio at the prior quarter-end, and 0% after the sale.