Permian Investment Partners as of Dec. 31, 2018
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 10 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 22.7 | $136M | 535k | 254.28 | |
| Aon | 20.4 | $122M | 841k | 145.36 | |
| Dowdupont | 19.6 | $118M | 2.2M | 53.48 | |
| NRG Energy (NRG) | 12.4 | $75M | 1.9M | 39.60 | |
| Wyndham Hotels And Resorts (WH) | 7.2 | $43M | 948k | 45.37 | |
| Bp Midstream Partners Lp Ltd P ml | 6.6 | $40M | 2.6M | 15.54 | |
| Dover Corporation (DOV) | 4.9 | $29M | 411k | 70.95 | |
| Vanguard European ETF (VGK) | 2.8 | $17M | 350k | 48.62 | |
| Lattice Semiconductor (LSCC) | 2.7 | $16M | 2.4M | 6.92 | |
| Spirit Mta Reit | 0.7 | $4.3M | 599k | 7.13 |
