Robert Rodriguez Sells Ross Stores Inc., RentACenter Inc., Reduces ENSCO International Inc.

Author's Avatar
Jul 14, 2008
Robert Rodriguz placed a buy halt in his fund in November of 2007. He lifted the buy halt in March, but he still did not buy any stocks. These are his stock sells in the second quarter. His fund experienced some outflows, these are his sells. In the meantime, we recommend you to read all Robert Rodriguez commentaries.


Robert Rodriguez sells Ross Stores Inc., RentACenter Inc. during the 3-months ended 06/30/2008, according to the most recent filings of his investment company, FPA Capital. Robert Rodriguez owns 24 stocks with a total value of $1.1 billion. These are the details of the buys and sells.





Reduced Positions: ESV, PTEN, RDC, THO, TRN,


Sold Out: RCII, ROST,





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


Reduced: Thor Industries Inc. (THO, Financial)


Robert Rodriguez reduced to his holdings in Thor Industries Inc. by 17.83%. His sale prices were between $21.75 and $30.13, with an estimated average price of $26.9. The impact to his portfolio due to this sale was -0.14%. Robert Rodriguez still held 400,000 shares as of 06/30/2008.


Thor Industries, Inc., together with its subsidiaries, manufactures and sells recreation vehicles, and small and mid-size buses, as well as related parts and accessories in the United States and Canada. Thor Industries Inc. has a market cap of $1.13 billion; its shares were traded at around $20.95 with a P/E ratio of 8.23 and P/S ratio of 0.41. The dividend yield of Thor Industries Inc. stocks is 1.34%.


Reduced: Trinity Industries Inc. (TRN, Financial)


Robert Rodriguez reduced to his holdings in Trinity Industries Inc. by 4.26%. His sale prices were between $25.13 and $40.75, with an estimated average price of $34. The impact to his portfolio due to this sale was -0.32%. Robert Rodriguez still held 2,340,300 shares as of 06/30/2008.


Trinity Industries, Inc., through its subsidiaries, provides various products and services for the industrial, energy, transportation, and construction sectors primarily in the United States. Trinity Industries Inc. has a market cap of $2.55 billion; its shares were traded at around $31.33 with a P/E ratio of 8.48 and P/S ratio of 0.65. The dividend yield of Trinity Industries Inc. stocks is 0.89%.


Reduced: Rowan Companies Inc. (RDC, Financial)


Robert Rodriguez reduced to his holdings in Rowan Companies Inc. by 3.51%. His sale prices were between $38.93 and $46.36, with an estimated average price of $43.3. The impact to his portfolio due to this sale was -0.35%. Robert Rodriguez still held 2,291,000 shares as of 06/30/2008.


Rowan Companies, Inc. provides a range of onshore and offshore contract drilling services in the United States and internationally. The company's drilling operations are conducted primarily in the Gulf of Mexico, the Middle East, the North Sea, Rowan Companies Inc. has a market cap of $4.89 billion; its shares were traded at around $42.55 with a P/E ratio of 9.86 and P/S ratio of 2.26. The dividend yield of Rowan Companies Inc. stocks is 0.94%.


Reduced: PattersonUTI Energy Inc. (PTEN, Financial)


Robert Rodriguez reduced to his holdings in PattersonUTI Energy Inc. by 4.99%. His sale prices were between $26.56 and $35.73, with an estimated average price of $31.2. The impact to his portfolio due to this sale was -0.62%. Robert Rodriguez still held 3,774,000 shares as of 06/30/2008.


Patterson-UTI Energy, Inc., together with its subsidiaries, provides onshore contract drilling services to independent oil and natural gas operators in North America. PattersonUTI Energy Inc. has a market cap of $5.24 billion; its shares were traded at around $33.04 with a P/E ratio of 13.24 and P/S ratio of 2.46. The dividend yield of PattersonUTI Energy Inc. stocks is 1.94%.


Reduced: ENSCO International Inc. (ESV, Financial)


Robert Rodriguez reduced to his holdings in ENSCO International Inc. by 7.8%. His sale prices were between $64.51 and $80.68, with an estimated average price of $71.3. The impact to his portfolio due to this sale was -1.24%. Robert Rodriguez still held 2,150,000 shares as of 06/30/2008.


ENSCO International Incorporated, through its subsidiaries, provides offshore contract drilling services to the oil and gas industry. Its offshore contract drilling operations include exploration, development, and production of oil and natural gas. ENSCO International Inc. has a market cap of $11.23 billion; its shares were traded at around $74.7 with a P/E ratio of 10.97 and P/S ratio of 4.88. The dividend yield of ENSCO International Inc. stocks is 0.13%.


Sold Out: Ross Stores Inc. (ROST, Financial)


Robert Rodriguez sold out his holdings in Ross Stores Inc.. His sale prices were between $31.24 and $37.3, with an estimated average price of $34.9. The impact to his portfolio due to this sale was less than 0.01%.


Ross Stores, Inc. and its subsidiaries operate two chains of off-price retail apparel and home accessories stores in the United States. Its stores offer branded and designer apparel, footwear, and accessories for the entire family, Ross Stores Inc. has a market cap of $5.05 billion; its shares were traded at around $37.77 with a P/E ratio of 18.84 and P/S ratio of 0.82. The dividend yield of Ross Stores Inc. stocks is 1.01%.


Sold Out: RentACenter Inc. (RCII, Financial)


Robert Rodriguez sold out his holdings in RentACenter Inc.. His sale prices were between $17.23 and $22.55, with an estimated average price of $20.6. The impact to his portfolio due to this sale was less than 0.01%.


Rent-A-Center, Inc., together with its subsidiaries, offers household durable products under rental purchase agreements that allow the customer to obtain ownership of the merchandise at the conclusion of an agreed upon rental period. RentACenter Inc. has a market cap of $1.48 billion; its shares were traded at around $23.13 with a P/E ratio of 15.56 and P/S ratio of 0.53.