Poplar Forest Capital LLC Buys Morgan Stanley, Chevron Corp, National Fuel Gas Co, Sells The Kroger Co, Baker Hughes Co, Noble Energy Inc

• New Purchases: MS, CVX, NFG, C, CW, NGHC, TCBI, ABCB, MTRN, NVT, WAL, BKU, VPG, NTB, SRI, GLN, ACA, FTDR, AEIS, DORM, IOSP, NP, MEI, MGRC, FLIR, LIVN, CMC, ALG, KNX, AVD,
• Added Positions: MUR, ENS, GPX, LNDC, MRTN, PCH, RPT, BIV, VOO, FHN, HOFT, RMBS, IWM, VWO,
• Reduced Positions: CVS, AAP, ABC, IBM, EQH, AIG, NUE, WFC, ALLY, SYY, CNHI, NWL, LLY, LUMN, MRK, CAG, VIAC, LNC, TPR, RS, BRX, SWK, T, ANTM, CSCO, PWR,
• Sold Out: KR, BKR, NBL, BAC, SIVB, STAG, BMCH, GLT,

For the details of Poplar Forest Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/poplar+forest+capital+llc/current-portfolio/portfolio

1. Equitable Holdings Inc (EQH) - 1,553,297 shares, 4.65% of the total portfolio. Shares reduced by 16.38%
2. Morgan Stanley (MS) - 570,400 shares, 4.58% of the total portfolio. New Position
3. American International Group Inc (AIG) - 1,018,031 shares, 4.51% of the total portfolio. Shares reduced by 16.41%
4. Advance Auto Parts Inc (AAP) - 242,590 shares, 4.47% of the total portfolio. Shares reduced by 18.67%
5. Ally Financial Inc (ALLY) - 1,008,229 shares, 4.21% of the total portfolio. Shares reduced by 16.07%

Poplar Forest Capital LLC initiated holding in Morgan Stanley. The purchase prices were between $47.57 and $68.53, with an estimated average price of $57.79. The stock is now traded at around $67.670000. The impact to a portfolio due to this purchase was 4.58%. The holding were 570,400 shares as of 2020-12-31.

Poplar Forest Capital LLC initiated holding in Chevron Corp. The purchase prices were between $66.88 and $95.62, with an estimated average price of $81.37. The stock is now traded at around $86.410000. The impact to a portfolio due to this purchase was 3.89%. The holding were 393,349 shares as of 2020-12-31.

Poplar Forest Capital LLC initiated holding in National Fuel Gas Co. The purchase prices were between $38.17 and $43.63, with an estimated average price of $41.67. The stock is now traded at around $40.810000. The impact to a portfolio due to this purchase was 2.4%. The holding were 497,672 shares as of 2020-12-31.

Poplar Forest Capital LLC initiated holding in Citigroup Inc. The purchase prices were between $41.13 and $61.66, with an estimated average price of $51.19. The stock is now traded at around $58.430000. The impact to a portfolio due to this purchase was 2.07%. The holding were 287,307 shares as of 2020-12-31.

Poplar Forest Capital LLC initiated holding in Curtiss-Wright Corp. The purchase prices were between $83.76 and $122.01, with an estimated average price of $106.08. The stock is now traded at around $107.980000. The impact to a portfolio due to this purchase was 1.12%. The holding were 82,479 shares as of 2020-12-31.

Poplar Forest Capital LLC initiated holding in National General Holdings Corp. The purchase prices were between $33.75 and $34.2, with an estimated average price of $34.05. The stock is now traded at around $34.180000. The impact to a portfolio due to this purchase was 0.06%. The holding were 14,655 shares as of 2020-12-31.

Poplar Forest Capital LLC added to a holding in GP Strategies Corp by 41.18%. The purchase prices were between $9.36 and $13, with an estimated average price of $11.25. The stock is now traded at around $12.740000. The impact to a portfolio due to this purchase was 0.01%. The holding were 25,372 shares as of 2020-12-31.

Poplar Forest Capital LLC added to a holding in Marten Transport Ltd by 23.35%. The purchase prices were between $15.32 and $19.03, with an estimated average price of $17.17. The stock is now traded at around $16.130000. The impact to a portfolio due to this purchase was 0.01%. The holding were 13,435 shares as of 2020-12-31.

Poplar Forest Capital LLC added to a holding in Vanguard S&P 500 ETF by 20.59%. The purchase prices were between $299.82 and $343.69, with an estimated average price of $326.57. The stock is now traded at around $345.770000. The impact to a portfolio due to this purchase was 0.01%. The holding were 820 shares as of 2020-12-31.

Poplar Forest Capital LLC added to a holding in Landec Corp by 22.03%. The purchase prices were between $9.3 and $11.77, with an estimated average price of $10.34. The stock is now traded at around $10.520000. The impact to a portfolio due to this purchase was 0.01%. The holding were 31,359 shares as of 2020-12-31.

Poplar Forest Capital LLC sold out a holding in The Kroger Co. The sale prices were between $30.58 and $34.8, with an estimated average price of $32.37.

Poplar Forest Capital LLC sold out a holding in Baker Hughes Co. The sale prices were between $12.65 and $23.12, with an estimated average price of $17.73.

Poplar Forest Capital LLC sold out a holding in Noble Energy Inc. The sale prices were between $8.46 and $8.46, with an estimated average price of $8.46.

Poplar Forest Capital LLC sold out a holding in Bank of America Corp. The sale prices were between $23.47 and $30.31, with an estimated average price of $26.93.

Poplar Forest Capital LLC sold out a holding in SVB Financial Group. The sale prices were between $245.65 and $387.83, with an estimated average price of $326.5.

Poplar Forest Capital LLC sold out a holding in Stag Industrial Inc. The sale prices were between $29.51 and $33.42, with an estimated average price of $31.23.