David Tepper Stock Portfolio: 5 Long-Term Stock Picks

In this article, we will discuss: David Tepper Stock Portfolio: 5 Long-Term Stock Picks. For more stocks, you can head to David Tepper Stock Portfolio: 10 Long-Term Stock Picks.

5. Whirlpool Corporation (NYSE:WHR)

Number of Hedge Fund Holdings in Q1 2026: 43

First Appeared In 13F Holdings: Q3 2012

Latest Stake: $105 million 

Whirlpool Corporation (NYSE:WHR) is one of the largest home appliance companies in America. Its shares are down by 60.5% over the past year and by 50% year-to-date. Appaloosa held the stock for a long stretch of time, which started from the third quarter of 2012 and ended in the third quarter of 2017. During this period, the holdings peaked at two million shares, which were worth $291 million in Q3 2014. The fund then held 90,000 Whirlpool Corporation (NYSE:WHR) shares in Q4 2023, but exited them in the following quarter. It has held the shares since Q2 2025, and the latest stake is worth $105 million.

Whirlpool Corporation (NYSE:WHR) came at the center of market interest last year after President Trump levied tariffs against firms with an international manufacturing presence. Since 80% of its capacity is based in the US, it was viewed as a safe haven against other volatile firms. CNBC’s Jim Cramer discussed Whirlpool Corporation (NYSE:WHR) on his May 15th appearance of Mad Money:

“You know that Goldman Neutral was down from a Buy, and they, I think they missed it. I’ve gotta tell you, I am very concerned about that company… But I would tell you that right now, I don’t see any relief. And if you did want to play it like I did, then you would… do Home Depot or do Lowe’s. I think Lowe’s number could be better.”