Permian Investment Partners as of March 31, 2020
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 10 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NRG Energy (NRG) | 22.7 | $95M | 3.5M | 27.26 | |
| Intercontinental Exchange (ICE) | 21.7 | $91M | 1.1M | 80.75 | |
| Aramark Hldgs (ARMK) | 19.9 | $83M | 4.2M | 19.97 | |
| Willis Towers Watson (WTW) | 12.6 | $53M | 312k | 169.85 | |
| Vistra Energy (VST) | 8.7 | $37M | 2.3M | 15.96 | |
| Godaddy Inc cl a (GDDY) | 6.7 | $28M | 496k | 57.11 | |
| WisdomTree Japan Total Dividend (DXJ) | 4.4 | $19M | 439k | 42.15 | |
| Aon | 2.8 | $12M | 71k | 165.04 | |
| Tesla Motors (TSLA) | 0.4 | $1.8M | 3.4k | 524.12 | |
| Bp Midstream Partners Lp Ltd P ml | 0.0 | $1.0k | 57.00 | 17.54 |
