Permian Investment Partners as of March 31, 2021
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nrg Energy Com New (NRG) | 32.3 | $259M | 6.9M | 37.73 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 15.6 | $125M | 4.5M | 27.75 | |
| Devon Energy Corporation (DVN) | 14.1 | $113M | 5.2M | 21.85 | |
| Api Group Corp Com Stk (APG) | 11.7 | $94M | 4.5M | 20.68 | |
| Bausch Health Companies (BHC) | 10.4 | $84M | 2.6M | 31.74 | |
| KBR (KBR) | 9.4 | $76M | 2.0M | 38.39 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 2.3 | $19M | 919k | 20.19 | |
| Aramark Hldgs (ARMK) | 1.9 | $15M | 398k | 37.78 | |
| Nielsen Hldgs Shs Eur | 1.4 | $11M | 439k | 25.15 | |
| Vistra Energy (VST) | 0.8 | $6.6M | 373k | 17.68 | |
| Nrg Energy Call Call Option | 0.1 | $924k | 25k | 37.71 |
