Permian Investment Partners as of June 30, 2015
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 10 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 |
|---|---|---|---|---|---|
| Sealed Air (SEE) | 24.7 | $39M | 761k | 51.38 | |
| Endo Intl SHS (ENDPQ) | 22.7 | $36M | 451k | 79.65 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 15.6 | $25M | 646k | 38.21 | |
| Cyberonics | 14.1 | $22M | 375k | 59.46 | |
| Insulet Corporation (PODD) | 13.4 | $21M | 228k | 92.95 | |
| Blackbaud (BLKB) | 5.4 | $8.5M | 150k | 56.95 | |
| D Albany Molecular Res Earch Inc Common Stock 0 | 3.4 | $5.5M | 270k | 20.22 | |
| Kraft Foods | 0.6 | $909k | 11k | 85.17 | |
| Hercules Offshore Put Put Option (Principal) | 0.1 | $80k | 10k | 8.00 | |
| Whiting Pete Corp Put Put Option (Principal) | 0.0 | $26k | 30k | 0.87 |
