Rr Partners Lp Buys LCI Industries Inc, Sells Schlumberger, HD Supply Holdings Inc, Asbury Automotive Group Inc

May 15, 2018

New York, NY, based Investment company Rr Partners Lp buys LCI Industries Inc, sells Schlumberger, HD Supply Holdings Inc, Asbury Automotive Group Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Rr Partners Lp. As of 2018-03-31, Rr Partners Lp owns 19 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

New Purchases: LCII,
Added Positions: BHF,
Reduced Positions: HIG, LNC, PSX, SLB, ALL, MGA, RJF, SNA, CAH, SNV,
Sold Out: HDS,

For the details of RR PARTNERS LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=RR+PARTNERS+LP

These are the top 5 holdings of RR PARTNERS LP

The Hartford Financial Services Group Inc (HIG) - 3,719,341 shares, 14.81% of the total portfolio. Shares reduced by 14.8%
Lincoln National Corp (LNC) - 1,880,084 shares, 10.62% of the total portfolio. Shares reduced by 14.5%
Allstate Corp (ALL) - 1,332,800 shares, 9.77% of the total portfolio. Shares reduced by 6.14%
Phillips 66 (PSX) - 1,275,872 shares, 9.46% of the total portfolio. Shares reduced by 14.8%
Nucor Corp (NUE) - 1,547,500 shares, 7.31% of the total portfolio.

New Purchase: LCI Industries Inc (LCII)

Rr Partners Lp initiated holding in LCI Industries Inc. The purchase prices were between $100.95 and $131.4, with an estimated average price of $114.87. The stock is now traded at around $86.25. The impact to a portfolio due to this purchase was 2.03%. The holding were 252,300 shares as of 2018-03-31.

Sold Out: HD Supply Holdings Inc (HDS)

Rr Partners Lp sold out a holding in HD Supply Holdings Inc. The sale prices were between $35.5 and $39.64, with an estimated average price of $37.66.

Reduced: Schlumberger Ltd (SLB)

Rr Partners Lp reduced to a holding in Schlumberger Ltd by 28.46%. The sale prices were between $63.21 and $79.79, with an estimated average price of $69.84. The stock is now traded at around $71.56. The impact to a portfolio due to this sale was -1.41%. Rr Partners Lp still held 789,458 shares as of 2018-03-31.

Reduced: Asbury Automotive Group Inc (ABG)

Rr Partners Lp reduced to a holding in Asbury Automotive Group Inc by 37.97%. The sale prices were between $63.25 and $75.85, with an estimated average price of $69.1. The stock is now traded at around $69.80. The impact to a portfolio due to this sale was -0.23%. Rr Partners Lp still held 88,054 shares as of 2018-03-31.

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 buying

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