Permian Investment Partners as of Sept. 30, 2021
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 10 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nrg Energy Com New (NRG) | 34.2 | $344M | 8.4M | 40.83 | |
| Devon Energy Corporation (DVN) | 21.9 | $220M | 6.2M | 35.51 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 11.6 | $117M | 3.7M | 31.72 | |
| Api Group Corp Com Stk (APG) | 9.0 | $91M | 4.4M | 20.35 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 8.5 | $86M | 3.9M | 21.81 | |
| Bausch Health Companies (BHC) | 6.5 | $66M | 2.4M | 27.85 | |
| KBR (KBR) | 3.9 | $39M | 994k | 39.40 | |
| Willis Towers Watson SHS (WTW) | 3.3 | $34M | 144k | 232.46 | |
| Hawaiian Holdings Put Option (HA) | 0.7 | $6.9M | 320k | 21.66 | |
| Vistra Energy Call Option (VST) | 0.5 | $5.1M | 300k | 17.10 |
