Glendon Capital Management LP Buys CVR Partners LP, Basic Energy Services Inc, Oi SA, Sells Altaba Inc, Luxfer Holdings PLC, Ocean Rig UDW Inc

• New Purchases: OIBR.C, J5EA,
• Added Positions: CF, CJ, UAN, GASS, BAS, CURO,
• Reduced Positions: LUV, UAL, DAL, AAL,
• Sold Out: AABA, LXFR, ORIG, DLPH, LEA,

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

1. CF Industries Holdings Inc (CF) - 2,008,378 shares, 27.28% of the total portfolio. Shares added by 3.03%
2. Ally Financial Inc (ALLY) - 2,370,900 shares, 15.65% of the total portfolio.
3. VEREIT Inc (VER) - 7,998,759 shares, 14.49% of the total portfolio.
4. C&J Energy Services Inc (CJ) - 1,312,107 shares, 6.81% of the total portfolio. Shares added by 9.11%
5. Atlantica Yield PLC (AY) - 1,181,293 shares, 6.07% of the total portfolio.

Glendon Capital Management LP initiated holding in Oi SA. The purchase prices were between $2.47 and $5.07, with an estimated average price of $3.75. The stock is now traded at around $1.73. The impact to a portfolio due to this purchase was 0.14%. The holding were 205,958 shares as of 2018-09-30.

Glendon Capital Management LP initiated holding in Jones Energy Inc. The purchase prices were between $3.26 and $9.6, with an estimated average price of $5.68. The stock is now traded at around $1.83. The impact to a portfolio due to this purchase was 0.04%. The holding were 29,987 shares as of 2018-09-30.

Glendon Capital Management LP added to a holding in CVR Partners LP by 36.80%. The purchase prices were between $3.24 and $3.94, with an estimated average price of $3.65. The stock is now traded at around $3.48. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,645,606 shares as of 2018-09-30.

Glendon Capital Management LP added to a holding in Basic Energy Services Inc by 25.17%. The purchase prices were between $7.56 and $12.02, with an estimated average price of $9.69. The stock is now traded at around $5.53. The impact to a portfolio due to this purchase was 0.2%. The holding were 390,379 shares as of 2018-09-30.

Glendon Capital Management LP sold out a holding in Altaba Inc. The sale prices were between $63.8 and $77.53, with an estimated average price of $70.49.

Glendon Capital Management LP sold out a holding in Luxfer Holdings PLC. The sale prices were between $17.83 and $24.26, with an estimated average price of $20.57.

Glendon Capital Management LP sold out a holding in Ocean Rig UDW Inc. The sale prices were between $25.41 and $34.62, with an estimated average price of $28.85.

Glendon Capital Management LP sold out a holding in Delphi Technologies PLC. The sale prices were between $31.36 and $45.75, with an estimated average price of $39.59.

Glendon Capital Management LP sold out a holding in Lear Corp. The sale prices were between $145 and $192.47, with an estimated average price of $171.31.