Rr Partners as of Dec. 31, 2018
Portfolio Holdings for Rr Partners
Rr Partners holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Phillips 66 (PSX) | 10.3 | $80M | 933k | 86.15 | |
| Allstate Corporation (ALL) | 10.2 | $80M | 962k | 82.63 | |
| Lincoln National Corporation (LNC) | 9.0 | $71M | 1.4M | 51.31 | |
| Apergy Corp | 7.5 | $58M | 2.2M | 27.08 | |
| Nucor Corporation (NUE) | 7.0 | $55M | 1.1M | 51.81 | |
| Huntington Ingalls Inds (HII) | 6.6 | $52M | 272k | 190.31 | |
| Raymond James Financial (RJF) | 6.2 | $49M | 654k | 74.41 | |
| Magna Intl Inc cl a (MGA) | 6.0 | $47M | 1.0M | 45.45 | |
| Snap-on Incorporated (SNA) | 5.9 | $46M | 316k | 145.29 | |
| Mosaic (MOS) | 5.7 | $44M | 1.5M | 29.21 | |
| Teledyne Technologies Incorporated (TDY) | 4.2 | $33M | 160k | 207.07 | |
| Meritage Homes Corporation (MTH) | 4.1 | $32M | 877k | 36.72 | |
| Synovus Finl (SNV) | 3.2 | $25M | 789k | 31.99 | |
| Brighthouse Finl (BHF) | 3.2 | $25M | 813k | 30.48 | |
| Cardinal Health (CAH) | 2.7 | $21M | 479k | 44.60 | |
| Hilton Grand Vacations (HGV) | 2.7 | $21M | 805k | 26.39 | |
| Premier (PINC) | 2.0 | $16M | 418k | 37.35 | |
| QEP Resources | 1.8 | $14M | 2.5M | 5.63 | |
| Lci Industries (LCII) | 1.7 | $14M | 203k | 66.80 |
