Glendon Capital Management LP Buys CF Industries Holdings Inc, PG&E Corp, Dana Inc, Sells iStar Inc, Jones Energy Inc

Santa Monica, CA, based Investment company Glendon Capital Management LP buys CF Industries Holdings Inc, PG&E Corp, Dana Inc, StealthGas Inc, Southwest Airlines Co, American Airlines Group Inc, sells iStar Inc, Jones Energy Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Glendon Capital Management LP. As of 2018Q4, Glendon Capital Management LP owns 26 stocks with a total value of $379 million. These are the details of the buys and sells.

For the details of Glendon Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/glendon+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Glendon Capital Management LP
  1. CF Industries Holdings Inc (CF) - 2,883,478 shares, 33.10% of the total portfolio. Shares added by 43.57%
  2. Ally Financial Inc (ALLY) - 2,603,862 shares, 15.57% of the total portfolio. Shares added by 9.83%
  3. VEREIT Inc (VER) - 7,998,759 shares, 15.09% of the total portfolio.
  4. Atlantica Yield PLC (AY) - 1,181,293 shares, 6.11% of the total portfolio.
  5. C&J Energy Services Inc (CJ) - 1,502,107 shares, 5.35% of the total portfolio. Shares added by 14.48%
New Purchase: Dana Inc (DAN)

Glendon Capital Management LP initiated holding in Dana Inc. The purchase prices were between $12.98 and $18.89, with an estimated average price of $15.06. The stock is now traded at around $20.70. The impact to a portfolio due to this purchase was 1.71%. The holding were 474,732 shares as of .

Added: CF Industries Holdings Inc (CF)

Glendon Capital Management LP added to a holding in CF Industries Holdings Inc by 43.57%. The purchase prices were between $40.11 and $56.06, with an estimated average price of $46.57. The stock is now traded at around $44.07. The impact to a portfolio due to this purchase was 10.05%. The holding were 2,883,478 shares as of .

Added: PG&E Corp (PCG)

Glendon Capital Management LP added to a holding in PG&E Corp by 106.26%. The purchase prices were between $17.74 and $48.96, with an estimated average price of $35.11. The stock is now traded at around $18.77. The impact to a portfolio due to this purchase was 1.8%. The holding were 557,084 shares as of .

Added: StealthGas Inc (GASS)

Glendon Capital Management LP added to a holding in StealthGas Inc by 29.02%. The purchase prices were between $2.76 and $3.65, with an estimated average price of $3.34. The stock is now traded at around $3.31. The impact to a portfolio due to this purchase was 0.84%. The holding were 5,119,885 shares as of .

Added: Southwest Airlines Co (LUV)

Glendon Capital Management LP added to a holding in Southwest Airlines Co by 61.03%. The purchase prices were between $44.4 and $61.68, with an estimated average price of $52.84. The stock is now traded at around $53.62. The impact to a portfolio due to this purchase was 0.45%. The holding were 97,387 shares as of .

Added: American Airlines Group Inc (AAL)

Glendon Capital Management LP added to a holding in American Airlines Group Inc by 32.65%. The purchase prices were between $29.72 and $40.16, with an estimated average price of $34.7. The stock is now traded at around $35.49. The impact to a portfolio due to this purchase was 0.28%. The holding were 135,798 shares as of .

Sold Out: Jones Energy Inc (J5EA)

Glendon Capital Management LP sold out a holding in Jones Energy Inc. The sale prices were between $1.75 and $5.45, with an estimated average price of $3.05.

Reduced: iStar Inc (STAR)

Glendon Capital Management LP reduced to a holding in iStar Inc by 41.6%. The sale prices were between $8.89 and $11.12, with an estimated average price of $10.39. The stock is now traded at around $10.05. The impact to a portfolio due to this sale was -0.55%. Glendon Capital Management LP still held 279,710 shares as of .



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