Permian Investment Partners as of March 31, 2016
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 22 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson (WTW) | 13.9 | $93M | 781k | 118.66 | |
| Zayo Group Hldgs | 11.7 | $78M | 3.2M | 24.24 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 11.5 | $77M | 2.0M | 38.83 | |
| Broad | 10.9 | $73M | 472k | 154.50 | |
| Sealed Air (SEE) | 10.9 | $73M | 1.5M | 48.01 | |
| Livanova Plc Ord (LIVN) | 6.8 | $45M | 842k | 53.96 | |
| Spirit AeroSystems Holdings (SPR) | 4.3 | $29M | 630k | 45.36 | |
| Paypal Holdings (PYPL) | 4.2 | $28M | 724k | 38.60 | |
| Ferrari Nv Ord (RACE) | 4.1 | $27M | 654k | 41.64 | |
| Endo International (ENDPQ) | 3.4 | $23M | 811k | 28.15 | |
| Inc Resh Hldgs Inc cl a | 3.3 | $22M | 534k | 41.21 | |
| Albany Molecular Research | 2.9 | $20M | 1.3M | 15.29 | |
| Berry Plastics (BERY) | 2.5 | $17M | 460k | 36.15 | |
| Cable One (CABO) | 2.3 | $16M | 35k | 437.12 | |
| Insulet Corporation (PODD) | 1.9 | $13M | 389k | 33.16 | |
| Sally Beauty Holdings (SBH) | 1.8 | $12M | 380k | 32.38 | |
| Visa (V) | 1.3 | $8.8M | 115k | 76.48 | |
| Advance Auto Parts (AAP) | 1.0 | $6.9M | 43k | 160.33 | |
| Blackbaud (BLKB) | 0.8 | $5.4M | 87k | 62.89 | |
| Citrix Systems | 0.4 | $2.4M | 30k | 78.58 | |
| Orange Sa (ORAN) | 0.1 | $472k | 27k | 17.37 | |
| Telecom Italia S.p.A. (TIIAY) | 0.0 | $33k | 3.0k | 10.85 |
