Permian Investment Partners as of Sept. 30, 2015
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 16 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avago Technologies | 14.1 | $60M | 476k | 125.01 | |
| Zayo Group Hldgs | 12.5 | $53M | 2.1M | 25.36 | |
| Sealed Air (SEE) | 12.0 | $51M | 1.1M | 46.88 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 9.7 | $41M | 1.1M | 35.92 | |
| Cyberonics | 9.5 | $40M | 657k | 60.78 | |
| Endo International (ENDPQ) | 8.0 | $34M | 485k | 69.28 | |
| Albany Molecular Research | 7.7 | $32M | 1.9M | 17.42 | |
| Coty Inc Cl A (COTY) | 5.8 | $25M | 908k | 27.06 | |
| Insulet Corporation (PODD) | 5.2 | $22M | 839k | 25.91 | |
| Blackbaud (BLKB) | 3.7 | $16M | 279k | 56.12 | |
| Cable One (CABO) | 3.6 | $15M | 36k | 419.42 | |
| Sally Beauty Holdings (SBH) | 2.8 | $12M | 500k | 23.75 | |
| Ball Corporation (BALL) | 2.3 | $9.6M | 155k | 62.20 | |
| Kraft Heinz (KHC) | 1.8 | $7.8M | 110k | 70.58 | |
| Platform Specialty Prods Cor | 0.6 | $2.7M | 210k | 12.65 | |
| B&G Foods (BGS) | 0.6 | $2.6M | 70k | 36.46 |
