David Tepper's Appaloosa hedge fund apparently has kicked bank stocks while opening positions in...

|By:, SA News Editor

David Tepper's Appaloosa hedge fund apparently has kicked bank stocks while opening positions in Google (GOOG), Mosaic (MOS) and Western Refining (WNR). Refining seems to be a big theme for Tepper, as he has ramped up his stake in Valero (VLO) by 200%-plus in addition to starting the stake in WNR.