Permian Investment Partners as of June 30, 2014
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 9 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endo International (ENDPQ) | 32.6 | $50M | 711k | 70.02 | |
| Sealed Air (SEE) | 24.1 | $37M | 1.1M | 34.17 | |
| Esterline Technologies Corporation | 14.7 | $22M | 195k | 115.12 | |
| Albany Molecular Research | 8.8 | $14M | 670k | 20.12 | |
| TransDigm Group Incorporated (TDG) | 8.2 | $13M | 75k | 167.27 | |
| Blackbaud (BLKB) | 5.1 | $7.8M | 218k | 35.74 | |
| Actavis | 3.1 | $4.7M | 21k | 223.05 | |
| Level 3 Communications | 2.3 | $3.5M | 80k | 43.91 | |
| Endo Intl Plc options | 1.1 | $1.7M | 230k | 7.35 |
