Permian Investment Partners as of June 30, 2015
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 15 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Endo International (ENDPQ) | 26.1 | $129M | 1.6M | 79.65 | |
| Sealed Air (SEE) | 12.5 | $62M | 1.2M | 51.38 | |
| Vanguard European ETF (VGK) | 11.0 | $54M | 1.0M | 53.98 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 8.8 | $43M | 1.1M | 38.21 | |
| Cyberonics | 8.1 | $40M | 672k | 59.46 | |
| Albany Molecular Research | 7.7 | $38M | 1.9M | 20.22 | |
| Kraft Foods | 7.1 | $35M | 411k | 85.14 | |
| Insulet Corporation (PODD) | 5.1 | $25M | 812k | 30.99 | |
| Blackbaud (BLKB) | 4.5 | $23M | 395k | 56.95 | |
| Sally Beauty Holdings (SBH) | 4.3 | $21M | 670k | 31.58 | |
| Zayo Group Hldgs | 4.0 | $20M | 779k | 25.72 | |
| Platform Specialty Prods Cor | 0.9 | $4.4M | 173k | 25.58 | |
| Hercules Offshore | 0.0 | $88k | 100k | 0.88 | |
| Whiting Petroleum Corporation | 0.0 | $32k | 30k | 1.07 | |
| North Atlantic Drilling | 0.0 | $5.0k | 100k | 0.05 |
