Rr Partners as of March 31, 2020
Portfolio Holdings for Rr Partners
Rr Partners holds 20 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teledyne Technologies Incorporated (TDY) | 9.0 | $45M | 152k | 297.27 | |
| Martin Marietta Materials (MLM) | 8.6 | $44M | 230k | 189.23 | |
| Olin Corporation (OLN) | 7.7 | $39M | 3.3M | 11.67 | |
| Phillips 66 (PSX) | 7.1 | $36M | 668k | 53.65 | |
| Raymond James Financial (RJF) | 6.8 | $34M | 544k | 63.20 | |
| Huntington Ingalls Inds (HII) | 6.6 | $33M | 182k | 182.21 | |
| Wyndham Hotels And Resorts (WH) | 6.1 | $31M | 980k | 31.51 | |
| Lincoln National Corporation (LNC) | 6.0 | $31M | 1.2M | 26.32 | |
| Snap-on Incorporated (SNA) | 5.7 | $29M | 262k | 108.82 | |
| Magna Intl Inc cl a (MGA) | 5.6 | $28M | 886k | 31.92 | |
| Discover Financial Services (DFS) | 5.3 | $27M | 750k | 35.67 | |
| Cardinal Health (CAH) | 3.4 | $17M | 362k | 47.94 | |
| Brighthouse Finl (BHF) | 3.4 | $17M | 699k | 24.17 | |
| Perspecta | 3.3 | $17M | 925k | 18.24 | |
| Mosaic (MOS) | 2.8 | $14M | 1.3M | 10.82 | |
| Viad (VVI) | 2.8 | $14M | 663k | 21.23 | |
| Synovus Finl (SNV) | 2.6 | $13M | 750k | 17.56 | |
| Premier (PINC) | 2.6 | $13M | 398k | 32.72 | |
| Hilton Grand Vacations (HGV) | 2.4 | $12M | 765k | 15.77 | |
| Apergy Corp | 2.1 | $11M | 1.8M | 5.75 |
