RR Partners LP
- SEC CIK
- 0001280217
- Latest filing
- Oct 14, 2021
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 18
- No 13F data for Q4 2020
- Portfolio value
- $823.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| OLNOLIN Corp | Stock | 3,341,529 | $126.9M | 15.4% | – | – | History |
| MGAMagna International Inc | COM | 886,400 | $78.0M | 9.5% | – | – | History |
| DFSDiscover Financial Services | COM | 810,000 | $76.9M | 9.3% | – | – | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 979,800 | $68.4M | 8.3% | – | – | History |
| AAPAdvance Auto Parts Inc | COM | 369,004 | $67.7M | 8.2% | – | – | History |
| LNCLincoln National Corp | COM | 1,007,130 | $62.7M | 7.6% | – | – | History |
| PSXPhillips 66 | Stock | 667,968 | $54.5M | 6.6% | – | – | History |
| DOVDOVER Corp | COM | 347,589 | $47.7M | 5.8% | – | – | History |
| MOSMosaic Co | COM | 1,301,100 | $41.1M | 5.0% | – | – | History |
| CHXChampionX Corp | COM | 1,823,414 | $39.6M | 4.8% | – | – | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 654,200 | $34.1M | 4.1% | – | – | History |
| HGVHilton Grand Vacations Inc. | COM | 765,016 | $28.7M | 3.5% | – | – | History |
| Perspecta Inc715347100 | COM | 925,400 | $26.9M | 3.3% | – | – | – |
| TNLTravel & Leisure Co. | COM | 378,722 | $23.2M | 2.8% | – | – | History |
| CAHCardinal Health Inc | Stock | 361,700 | $22.0M | 2.7% | – | – | History |
| PINCPremier, Inc. | CL A | 397,613 | $13.5M | 1.6% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 22,698 | $9.39M | 1.1% | – | – | History |
| PRSUPursuit Attractions & Hospitality, Inc. | COM | 45,170 | $1.83M | 0.2% | – | – | History |