Permian Investment Partners as of Dec. 31, 2014
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 13 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endo International (ENDPQ) | 27.4 | $64M | 892k | 72.12 | |
| Sealed Air (SEE) | 18.4 | $43M | 1.0M | 42.43 | |
| Albany Molecular Research | 15.6 | $37M | 2.2M | 16.28 | |
| Tribune Co New Cl A | 14.6 | $34M | 491k | 69.75 | |
| Actavis | 9.4 | $22M | 86k | 257.41 | |
| Ashland | 5.0 | $12M | 98k | 119.77 | |
| Blackbaud (BLKB) | 4.2 | $9.9M | 230k | 43.26 | |
| TransDigm Group Incorporated (TDG) | 2.6 | $6.2M | 32k | 196.34 | |
| Esterline Technologies Corporation | 2.2 | $5.1M | 46k | 109.67 | |
| American Homes 4 Rent-a reit (AMH) | 0.4 | $852k | 50k | 17.04 | |
| Whiting Pete Corp New option | 0.1 | $140k | 40k | 3.50 | |
| Hercules Offshore Inc cmn | 0.0 | $35k | 100k | 0.35 | |
| North Atlantic Drilling | 0.0 | $20k | 100k | 0.20 |
