Permian Investment Partners as of Dec. 31, 2013
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 7 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endo Pharmaceuticals | 37.9 | $43M | 635k | 67.46 | |
| TransDigm Group Incorporated (TDG) | 24.3 | $28M | 171k | 161.02 | |
| Sealed Air (SEE) | 16.1 | $18M | 536k | 34.05 | |
| Grifols S A Sponsored Adr R (GRFS) | 8.9 | $10M | 278k | 36.12 | |
| DaVita (DVA) | 8.3 | $9.4M | 148k | 63.37 | |
| Level 3 Communications | 3.1 | $3.5M | 105k | 33.17 | |
| American Homes 4 Rent-a reit (AMH) | 1.4 | $1.6M | 100k | 16.20 |
