Permian Investment Partners as of Dec. 31, 2015
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 22 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Livanova Plc Ord (LIVN) | 12.3 | $78M | 1.3M | 61.50 | |
| Sealed Air (SEE) | 11.8 | $74M | 1.7M | 44.60 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 11.7 | $74M | 2.0M | 37.36 | |
| Zayo Group Hldgs | 11.6 | $73M | 2.7M | 26.59 | |
| Avago Technologies | 9.5 | $60M | 414k | 145.15 | |
| Endo International (ENDPQ) | 8.2 | $52M | 842k | 61.22 | |
| Broadcom Corporation | 6.7 | $42M | 730k | 57.82 | |
| Paypal Holdings (PYPL) | 5.1 | $32M | 890k | 36.20 | |
| Albany Molecular Research | 4.9 | $31M | 1.5M | 19.85 | |
| Insulet Corporation (PODD) | 4.5 | $29M | 754k | 37.81 | |
| Sally Beauty Holdings (SBH) | 2.9 | $18M | 650k | 27.89 | |
| Cable One (CABO) | 2.4 | $15M | 35k | 433.67 | |
| Blackbaud (BLKB) | 2.3 | $14M | 218k | 65.86 | |
| Fiat Chrysler Auto | 1.9 | $12M | 850k | 14.03 | |
| Hd Supply | 1.1 | $7.0M | 234k | 30.03 | |
| Advance Auto Parts (AAP) | 1.0 | $6.5M | 43k | 150.51 | |
| Coty Inc Cl A (COTY) | 0.6 | $3.7M | 145k | 25.63 | |
| Baxter International (BAX) | 0.6 | $3.5M | 92k | 38.15 | |
| Pjt Partners (PJT) | 0.6 | $3.5M | 123k | 28.29 | |
| Ferrari N V | 0.3 | $1.8M | 37k | 48.01 | |
| Macquarie Infrastructure Company | 0.2 | $1.2M | 17k | 72.60 | |
| Telecom Italia S.p.A. (TIIAY) | 0.0 | $39k | 3.0k | 12.82 |
