Permian Investment Partners as of Sept. 30, 2022
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alight Com Cl A (ALIT) | 15.4 | $85M | 12M | 7.33 | |
| Nrg Energy Com New (NRG) | 15.3 | $85M | 2.2M | 38.27 | |
| Api Group Corp Com Stk (APG) | 14.7 | $81M | 6.1M | 13.27 | |
| Golar Lng SHS (GLNG) | 14.3 | $79M | 3.2M | 24.92 | |
| KBR (KBR) | 12.0 | $67M | 1.5M | 43.22 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 10.0 | $56M | 1.4M | 40.33 | |
| Vistra Energy (VST) | 8.9 | $49M | 2.4M | 21.00 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 Call Option (VLRS) | 5.5 | $31M | 4.4M | 6.99 | |
| Cameco Corporation (CCJ) | 2.0 | $11M | 409k | 26.51 | |
| Devon Energy Corporation (DVN) | 1.3 | $7.2M | 120k | 60.13 | |
| Hawaiian Holdings Put Option (HA) | 0.3 | $1.6M | 120k | 13.15 | |
| Unilever Spon Adr New (UL) | 0.1 | $721k | 17k | 43.82 | |
| Campbell Soup Company (CPB) | 0.1 | $454k | 9.6k | 47.08 | |
| Procter & Gamble Company (PG) | 0.1 | $351k | 2.8k | 126.30 | |
| Edgewell Pers Care (EPC) | 0.0 | $217k | 5.8k | 37.34 | |
| Smucker J M Com New (SJM) | 0.0 | $216k | 1.6k | 137.40 | |
| Blade Air Mobility Cl A Com (BLDE) | 0.0 | $115k | 29k | 4.04 |
