Permian Investment Partners as of June 30, 2021
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 11 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nrg Energy Com New (NRG) | 31.7 | $307M | 7.6M | 40.30 | |
| Devon Energy Corporation (DVN) | 19.1 | $185M | 6.3M | 29.19 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 11.5 | $111M | 4.0M | 27.87 | |
| Api Group Corp Com Stk (APG) | 9.4 | $91M | 4.3M | 20.89 | |
| Nrg Energy Call Call Option | 8.7 | $84M | 2.1M | 40.30 | |
| Bausch Health Companies (BHC) | 8.3 | $80M | 2.7M | 29.32 | |
| KBR (KBR) | 6.2 | $60M | 1.6M | 38.15 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 1.9 | $18M | 960k | 19.21 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 1.8 | $17M | 650k | 26.40 | |
| Vistra Energy (VST) | 0.7 | $6.9M | 373k | 18.55 | |
| Vistra Corp Call Call Option | 0.6 | $5.6M | 300k | 18.55 |
