Permian Investment Partners as of June 30, 2016
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 14 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broad | 15.7 | $86M | 555k | 155.40 | |
| Inc Resh Hldgs Inc cl a | 11.0 | $61M | 1.6M | 38.13 | |
| Zayo Group Hldgs | 11.0 | $61M | 2.2M | 27.93 | |
| Sealed Air (SEE) | 10.5 | $57M | 1.2M | 45.97 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 9.7 | $53M | 1.3M | 41.60 | |
| Ferrari Nv Ord (RACE) | 9.1 | $50M | 1.2M | 40.87 | |
| TransDigm Group Incorporated (TDG) | 6.9 | $38M | 144k | 263.69 | |
| Albany Molecular Research | 6.9 | $38M | 2.8M | 13.44 | |
| Spirit AeroSystems Holdings (SPR) | 5.8 | $32M | 735k | 43.00 | |
| Sherwin-Williams Company (SHW) | 5.7 | $31M | 106k | 293.67 | |
| Visa (V) | 4.6 | $25M | 341k | 74.17 | |
| Criteo Sa Ads (CRTO) | 2.1 | $12M | 256k | 45.92 | |
| Ryanair Holdings (RYAAY) | 0.7 | $3.7M | 53k | 69.53 | |
| Telecom Italia S.p.A. (TIIAY) | 0.3 | $1.7M | 205k | 8.17 |
