Permian Investment Partners as of Sept. 30, 2014
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 9 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endo International (ENDPQ) | 30.7 | $50M | 730k | 68.34 | |
| Sealed Air (SEE) | 21.3 | $35M | 992k | 34.88 | |
| Albany Molecular Research | 18.5 | $30M | 1.4M | 22.07 | |
| Esterline Technologies Corporation | 16.9 | $28M | 247k | 111.27 | |
| Blackbaud (BLKB) | 4.4 | $7.1M | 181k | 39.29 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $5.2M | 28k | 184.32 | |
| Actavis | 3.0 | $4.8M | 20k | 241.30 | |
| Level 3 Communications | 1.4 | $2.3M | 50k | 45.74 | |
| Endo Intl Plc options | 0.8 | $1.3M | 280k | 4.75 |
