Permian Investment Partners as of June 30, 2018
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 13 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 16.8 | $126M | 3.3M | 37.82 | |
| Willis Towers Watson (WTW) | 14.6 | $110M | 726k | 151.60 | |
| Bp Midstream Partners Lp Ltd P ml | 12.6 | $95M | 4.5M | 20.99 | |
| NRG Energy (NRG) | 12.2 | $92M | 3.0M | 30.70 | |
| Aon | 9.4 | $71M | 518k | 137.17 | |
| Dowdupont | 9.0 | $68M | 1.0M | 65.92 | |
| Spirit Realty reit | 7.7 | $58M | 7.2M | 8.03 | |
| Broadcom (AVGO) | 6.8 | $52M | 213k | 242.64 | |
| Tim Participacoes Sa- | 4.7 | $35M | 2.1M | 16.86 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.4 | $25M | 471k | 53.98 | |
| FLIR Systems | 1.8 | $14M | 262k | 51.97 | |
| Spirit Mta Reit | 1.0 | $7.4M | 720k | 10.30 | |
| Perspecta | 0.1 | $770k | 38k | 20.54 |
