Rr Partners as of June 30, 2018
Portfolio Holdings for Rr Partners
Rr Partners holds 20 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Phillips 66 (PSX) | 10.8 | $142M | 1.3M | 112.31 | |
| Allstate Corporation (ALL) | 9.2 | $122M | 1.3M | 91.27 | |
| Lincoln National Corporation (LNC) | 8.8 | $116M | 1.9M | 62.25 | |
| Apergy Corp | 8.7 | $115M | 2.8M | 41.75 | |
| Hartford Financial Services (HIG) | 8.1 | $107M | 2.1M | 51.13 | |
| Nucor Corporation (NUE) | 6.8 | $90M | 1.4M | 62.50 | |
| Magna Intl Inc cl a (MGA) | 6.2 | $82M | 1.4M | 58.13 | |
| Raymond James Financial (RJF) | 6.0 | $80M | 890k | 89.35 | |
| Snap-on Incorporated (SNA) | 5.2 | $69M | 430k | 160.72 | |
| Mosaic (MOS) | 4.4 | $59M | 2.1M | 28.05 | |
| Synovus Finl (SNV) | 4.3 | $56M | 1.1M | 52.83 | |
| Brighthouse Finl (BHF) | 3.4 | $44M | 1.1M | 40.07 | |
| Teledyne Technologies Incorporated (TDY) | 3.3 | $44M | 222k | 199.06 | |
| QEP Resources | 3.1 | $41M | 3.4M | 12.26 | |
| Hilton Grand Vacations (HGV) | 2.9 | $38M | 1.1M | 34.70 | |
| Huntington Ingalls Inds (HII) | 2.4 | $32M | 148k | 216.79 | |
| Cardinal Health (CAH) | 2.4 | $32M | 650k | 48.83 | |
| Lci Industries (LCII) | 1.7 | $23M | 255k | 90.15 | |
| Premier (PINC) | 1.5 | $19M | 531k | 36.38 | |
| Sinclair Broadcast | 0.7 | $8.7M | 269k | 32.15 |
