Permian Investment Partners as of Sept. 30, 2017
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 15 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NRG Energy (NRG) | 18.5 | $116M | 4.5M | 25.59 | |
| Willis Towers Watson (WTW) | 12.5 | $79M | 510k | 154.23 | |
| Sealed Air (SEE) | 10.6 | $67M | 1.6M | 42.72 | |
| FLIR Systems | 9.6 | $60M | 1.5M | 38.91 | |
| Tim Participacoes Sa- | 8.1 | $51M | 2.8M | 18.28 | |
| CSX Corporation (CSX) | 7.7 | $49M | 897k | 54.26 | |
| Arconic | 6.8 | $42M | 1.7M | 24.88 | |
| Aon | 6.6 | $41M | 284k | 146.10 | |
| Broad | 5.0 | $32M | 130k | 242.54 | |
| Flowserve Corporation (FLS) | 4.5 | $29M | 670k | 42.59 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.5 | $22M | 400k | 54.70 | |
| Sherwin-Williams Company (SHW) | 2.9 | $18M | 51k | 358.04 | |
| Spirit Realty reit | 2.6 | $16M | 1.9M | 8.57 | |
| Lance | 0.8 | $5.1M | 133k | 38.14 | |
| Telecom Italia S.p.A. (TIIAY) | 0.2 | $1.5M | 163k | 9.40 |
