Permian Investment Partners as of Sept. 30, 2018
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 11 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aon | 16.7 | $101M | 656k | 153.78 | |
| Bp Midstream Partners Lp Ltd P ml | 14.6 | $89M | 4.7M | 18.80 | |
| Dowdupont | 12.4 | $75M | 1.2M | 64.31 | |
| Broadcom (AVGO) | 11.4 | $69M | 281k | 246.73 | |
| Dover Corporation (DOV) | 11.3 | $68M | 771k | 88.53 | |
| NRG Energy (NRG) | 10.6 | $64M | 1.7M | 37.40 | |
| Willis Towers Watson (WTW) | 10.4 | $63M | 448k | 140.94 | |
| Spirit Realty reit | 6.1 | $37M | 4.6M | 8.06 | |
| Adient (ADNT) | 3.2 | $20M | 500k | 39.31 | |
| RPM International (RPM) | 1.7 | $10M | 159k | 64.94 | |
| Spirit Mta Reit | 1.4 | $8.5M | 735k | 11.52 |
