Permian Investment Partners as of June 30, 2022
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 13 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nrg Energy Com New Call Option (NRG) | 26.1 | $160M | 4.2M | 38.20 | |
| Golar Lng SHS (GLNG) | 14.7 | $90M | 4.0M | 22.75 | |
| Api Group Corp Com Stk (APG) | 14.4 | $88M | 5.9M | 14.97 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 12.9 | $79M | 2.4M | 32.42 | |
| Alight Com Cl A (ALIT) | 12.8 | $79M | 12M | 6.75 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 7.0 | $43M | 4.2M | 10.27 | |
| KBR (KBR) | 3.5 | $21M | 438k | 48.39 | |
| Bausch Health Companies (BHC) | 2.8 | $17M | 2.0M | 8.36 | |
| Devon Energy Corporation (DVN) | 2.7 | $17M | 306k | 55.11 | |
| Cameco Corporation (CCJ) | 1.6 | $9.9M | 469k | 21.02 | |
| Mondelez Intl Cl A (MDLZ) | 0.6 | $3.7M | 60k | 62.08 | |
| Hawaiian Holdings Put Option (HA) | 0.6 | $3.6M | 250k | 14.31 | |
| General Mills (GIS) | 0.4 | $2.5M | 33k | 75.44 |
