Rr Partners as of Dec. 31, 2019
Portfolio Holdings for Rr Partners
Rr Partners holds 19 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Phillips 66 (PSX) | 8.6 | $74M | 668k | 111.41 | |
| Lincoln National Corporation (LNC) | 8.0 | $70M | 1.2M | 59.01 | |
| Martin Marietta Materials (MLM) | 7.4 | $64M | 230k | 279.64 | |
| Discover Financial Services (DFS) | 7.3 | $64M | 750k | 84.82 | |
| Apergy Corp | 7.2 | $63M | 1.9M | 33.78 | |
| Wyndham Hotels And Resorts (WH) | 7.1 | $62M | 980k | 62.81 | |
| Olin Corporation (OLN) | 6.6 | $58M | 3.3M | 17.25 | |
| Teledyne Technologies Incorporated (TDY) | 6.0 | $53M | 152k | 346.54 | |
| Raymond James Financial (RJF) | 5.8 | $50M | 562k | 89.46 | |
| Magna Intl Inc cl a (MGA) | 5.6 | $49M | 886k | 54.84 | |
| Huntington Ingalls Inds (HII) | 5.4 | $47M | 188k | 250.88 | |
| Snap-on Incorporated (SNA) | 5.3 | $46M | 272k | 169.40 | |
| Synovus Finl (SNV) | 3.4 | $29M | 750k | 39.20 | |
| Mosaic (MOS) | 3.2 | $28M | 1.3M | 21.64 | |
| Brighthouse Finl (BHF) | 3.1 | $27M | 699k | 39.23 | |
| Hilton Grand Vacations (HGV) | 3.0 | $26M | 765k | 34.39 | |
| Perspecta | 2.8 | $25M | 925k | 26.44 | |
| Cardinal Health (CAH) | 2.4 | $21M | 412k | 50.58 | |
| Premier (PINC) | 1.7 | $15M | 398k | 37.88 |
