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

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.
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