Permian Investment Partners as of March 31, 2015
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 15 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endo International (ENDPQ) | 31.5 | $81M | 902k | 89.70 | |
| Kraft Foods | 15.9 | $41M | 468k | 87.11 | |
| Sealed Air (SEE) | 15.3 | $39M | 865k | 45.56 | |
| Albany Molecular Research | 13.0 | $33M | 1.9M | 17.60 | |
| Blackbaud (BLKB) | 5.0 | $13M | 273k | 47.38 | |
| Actavis | 4.9 | $13M | 42k | 297.62 | |
| Ashland | 3.9 | $10M | 79k | 127.30 | |
| Cyberonics | 3.8 | $9.8M | 151k | 64.92 | |
| Insulet Corporation (PODD) | 3.3 | $8.4M | 252k | 33.35 | |
| Sally Beauty Holdings (SBH) | 2.3 | $5.8M | 170k | 34.37 | |
| American Homes 4 Rent-a reit (AMH) | 0.6 | $1.7M | 100k | 16.55 | |
| Tribune Co New Cl A | 0.4 | $987k | 14k | 69.72 | |
| Whiting Pete Corp New option | 0.0 | $87k | 30k | 2.90 | |
| Hercules Offshore Inc cmn | 0.0 | $60k | 100k | 0.60 | |
| Albany Molecular Resh | 0.0 | $58k | 20k | 2.90 |
