New York, NY, based Investment company Rr Partners Lp (Current Portfolio) buys Olin Corp, Perspecta Inc, sells Allstate Corp, Huntington Ingalls Industries Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Rr Partners Lp. As of 2019Q2, Rr Partners Lp owns 20 stocks with a total value of $902 million. These are the details of the buys and sells.
- New Purchases: OLN, PRSP,
- Added Positions: MLM, MTH, BXS,
- Reduced Positions: ALL, HII, APY,
For the details of RR PARTNERS LP's stock buys and sells,
go to https://www.gurufocus.com/guru/rr+partners+lp/current-portfolio/portfolio
These are the top 5 holdings of RR PARTNERS LP
- Lincoln National Corp (LNC) - 1,342,084 shares, 9.59% of the total portfolio. Shares reduced by 0.64%
- Phillips 66 (PSX) - 908,072 shares, 9.42% of the total portfolio. Shares reduced by 0.64%
- Olin Corp (OLN) - 3,421,929 shares, 8.31% of the total portfolio. New Position
- Apergy Corp (APY) - 2,098,914 shares, 7.81% of the total portfolio. Shares reduced by 1.76%
- Martin Marietta Materials Inc (MLM) - 296,700 shares, 7.57% of the total portfolio. Shares added by 6.15%
New Purchase: Olin Corp (OLN)
Rr Partners Lp initiated holding in Olin Corp. The purchase prices were between $19.61 and $25.2, with an estimated average price of $22.28. The stock is now traded at around $16.46. The impact to a portfolio due to this purchase was 8.31%. The holding were 3,421,929 shares as of .
New Purchase: Perspecta Inc (PRSP)
Rr Partners Lp initiated holding in Perspecta Inc. The purchase prices were between $20.81 and $23.95, with an estimated average price of $22.46. The stock is now traded at around $24.93. The impact to a portfolio due to this purchase was 2.46%. The holding were 947,500 shares as of .
Here is the complete portfolio of RR PARTNERS LP. Also check out:
1. RR PARTNERS LP's Undervalued Stocks
2. RR PARTNERS LP's Top Growth Companies, and
3. RR PARTNERS LP's High Yield stocks
4. Stocks that RR PARTNERS LP keeps buyingThis article first appeared on GuruFocus.
- Warning! GuruFocus has detected 5 Warning Signs with OLN. Click here to check it out.
- OLN 15-Year Financial Data
- The intrinsic value of OLN
- Peter Lynch Chart of OLN