Permian Investment Partners as of March 31, 2014
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 9 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endo International (ENDPQ) | 30.1 | $44M | 640k | 68.65 | |
| TransDigm Group Incorporated (TDG) | 23.2 | $34M | 183k | 185.20 | |
| Sealed Air (SEE) | 22.0 | $32M | 980k | 32.87 | |
| Esterline Technologies Corporation | 12.8 | $19M | 175k | 106.54 | |
| Forest Laboratories | 3.7 | $5.4M | 59k | 92.27 | |
| Actavis | 3.0 | $4.3M | 21k | 205.86 | |
| Level 3 Communications | 2.7 | $3.9M | 100k | 39.14 | |
| Blackbaud (BLKB) | 2.5 | $3.6M | 116k | 31.30 | |
| Endo Intl Plc options | 0.1 | $108k | 10k | 10.80 |
