Permian Investment Partners as of June 30, 2017
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 13 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sealed Air (SEE) | 17.4 | $131M | 2.9M | 44.76 | |
| Aon | 16.3 | $123M | 924k | 132.95 | |
| NRG Energy (NRG) | 13.6 | $102M | 5.9M | 17.22 | |
| Sherwin-Williams Company (SHW) | 11.0 | $83M | 236k | 350.96 | |
| CSX Corporation (CSX) | 8.7 | $66M | 1.2M | 54.56 | |
| Broad | 7.6 | $57M | 245k | 233.05 | |
| Ferrari Nv Ord (RACE) | 6.2 | $47M | 543k | 85.95 | |
| Tim Participacoes Sa- | 5.3 | $40M | 2.7M | 14.80 | |
| Tractor Supply Company (TSCO) | 5.2 | $39M | 718k | 54.21 | |
| Arconic | 4.6 | $35M | 1.5M | 22.65 | |
| WisdomTree Japan Total Dividend (DXJ) | 2.8 | $21M | 400k | 52.00 | |
| Vistra Energy (VST) | 1.3 | $9.7M | 578k | 16.79 | |
| Telecom Italia S.p.A. (TIIAY) | 0.2 | $1.4M | 145k | 9.35 |
