Permian Investment Partners as of Sept. 30, 2016
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 15 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sealed Air (SEE) | 16.0 | $84M | 1.8M | 45.82 | |
| Ferrari Nv Ord (RACE) | 12.2 | $64M | 1.2M | 51.88 | |
| Broad | 11.9 | $62M | 359k | 172.50 | |
| Aon | 10.0 | $52M | 465k | 112.49 | |
| Albany Molecular Research | 9.7 | $51M | 3.1M | 16.51 | |
| Inc Resh Hldgs Inc cl a | 7.1 | $37M | 827k | 44.58 | |
| Zayo Group Hldgs | 6.4 | $34M | 1.1M | 29.71 | |
| Sherwin-Williams Company (SHW) | 5.6 | $29M | 106k | 276.66 | |
| Visa (V) | 5.4 | $28M | 342k | 82.70 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.1 | $27M | 598k | 44.58 | |
| TransDigm Group Incorporated (TDG) | 3.6 | $19M | 66k | 289.11 | |
| WisdomTree Japan Total Dividend (DXJ) | 2.9 | $15M | 351k | 42.91 | |
| Willis Towers Watson (WTW) | 2.5 | $13M | 100k | 132.77 | |
| Criteo Sa Ads (CRTO) | 1.2 | $6.1M | 175k | 35.11 | |
| Telecom Italia S.p.A. (TIIAY) | 0.3 | $1.7M | 207k | 8.29 |
