Permian Investment Partners as of March 31, 2018
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 12 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 15.4 | $113M | 3.4M | 32.77 | |
| NRG Energy (NRG) | 12.8 | $94M | 3.1M | 30.53 | |
| Sealed Air (SEE) | 11.7 | $86M | 2.0M | 42.79 | |
| Willis Towers Watson (WTW) | 11.2 | $83M | 542k | 152.19 | |
| Spirit Realty reit | 8.8 | $65M | 8.3M | 7.76 | |
| Aon | 7.0 | $51M | 365k | 140.33 | |
| FLIR Systems | 6.6 | $49M | 974k | 50.01 | |
| DaVita (DVA) | 6.0 | $44M | 668k | 65.94 | |
| Broad | 6.0 | $44M | 186k | 235.65 | |
| Tim Participacoes Sa- | 5.9 | $44M | 2.0M | 21.67 | |
| Bp Midstream Partners Lp Ltd P ml | 5.0 | $36M | 2.0M | 17.84 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.6 | $26M | 471k | 56.01 |
