Permian Investment Partners as of Dec. 31, 2017
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 14 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NRG Energy (NRG) | 16.2 | $132M | 4.6M | 28.48 | |
| Sealed Air (SEE) | 10.8 | $88M | 1.8M | 49.30 | |
| Bp Midstream Partners Lp Ltd P ml | 10.7 | $87M | 4.2M | 20.57 | |
| Willis Towers Watson (WTW) | 9.5 | $77M | 512k | 150.69 | |
| FLIR Systems | 8.9 | $72M | 1.5M | 46.62 | |
| Spirit Realty reit | 7.9 | $64M | 7.4M | 8.58 | |
| Us Foods Hldg Corp call (USFD) | 7.4 | $60M | 1.9M | 31.93 | |
| Tim Participacoes Sa- | 6.7 | $54M | 2.8M | 19.31 | |
| DaVita (DVA) | 6.0 | $48M | 668k | 72.25 | |
| Broad | 5.9 | $48M | 186k | 256.90 | |
| Aon | 4.7 | $38M | 285k | 134.00 | |
| WisdomTree Japan Total Dividend (DXJ) | 2.9 | $24M | 400k | 59.33 | |
| Lance | 2.2 | $18M | 350k | 50.08 | |
| Arconic | 0.3 | $2.3M | 86k | 27.25 |
