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Robert Rodriguez adds to Avnet, Champion Enterprises etc, Patterson-UTI Energy Inc. Focuses on "absolute value rather than relative value."

November 22, 2006 | About:

Robert Rodriguez focuses on "absolute value rather than relative value." It is frustating for him these days as he "find very few themes that have the combination of attributes that would get us excited about making an investment." He bought no new stocks during the last quarter, only added positions in Avnet, Champion Enterprises etc, Patterson-UTI Energy Inc. etc. These are the details.

Added: Avnet Inc. (AVT)

Robert Rodriguez added to his holdings in Business Support Services company Avnet Inc. by 19.46%. His purchase prices were between $16.77 and $19.85, with an estimated average price of $18.5. The impact to his portfolio due to this purchase was 1.32%. His holdings was 5,398,900 shares as of 9/30/2006. Avnet Inc. closed today at $25.9.

Added: Champion Enterprises Inc. (CHB)

Robert Rodriguez added to his holdings in Home Construction company Champion Enterprises Inc. by 99.87%. His purchase prices were between $5.47 and $10.25, with an estimated average price of $7.1. The impact to his portfolio due to this purchase was 1.17%. His holdings was 4,451,600 shares as of 9/30/2006. Champion Enterprises Inc. closed today at $9.17.

Added: Patterson-UTI Energy Inc. (PTEN)

Robert Rodriguez added to his holdings in Oil Equipment & Services company Patterson-UTI Energy Inc. by 19.11%. His purchase prices were between $22.22 and $27.8, with an estimated average price of $25.4. The impact to his portfolio due to this purchase was 1.03%. His holdings was 3,537,800 shares as of 9/30/2006. Patterson-UTI Energy Inc. closed today at $25.76.

Added: Rowan Companies Inc. (RDC)

Robert Rodriguez added to his holdings in Oil Equipment & Services company Rowan Companies Inc. by 12.43%. His purchase prices were between $30.39 and $35.02, with an estimated average price of $32.7. The impact to his portfolio due to this purchase was 0.5%. His holdings was 1,888,100 shares as of 9/30/2006. Rowan Companies Inc. closed today at $34.86.

Added: Apria Healthcare Group Inc. (AHG)

Robert Rodriguez added to his holdings in Health Care Providers company Apria Healthcare Group Inc. by 36.47%. His purchase prices were between $17.75 and $20.36, with an estimated average price of $19. The impact to his portfolio due to this purchase was 0.23%. His holdings was 571,800 shares as of 9/30/2006. Apria Healthcare Group Inc. closed today at $24.68.

Added: Mercury General Corp. (MCY)

Robert Rodriguez added to his holdings in Property & Casualty Insurance company Mercury General Corp. by 15.25%. His purchase prices were between $48.8 and $55.45, with an estimated average price of $51.5. The impact to his portfolio due to this purchase was 0.23%. His holdings was 463,900 shares as of 9/30/2006. Mercury General Corp. closed today at $55.29.

Rating: 2.8/5 (8 votes)

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