Permian Investment Partners as of Dec. 31, 2022
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nrg Energy Com New (NRG) | 19.7 | $115M | 3.6M | 31.82 | |
| Api Group Corp Com Stk (APG) | 19.4 | $113M | 6.0M | 18.81 | |
| KBR (KBR) | 12.2 | $71M | 1.3M | 52.80 | |
| Golar Lng SHS (GLNG) | 11.4 | $67M | 2.9M | 22.79 | |
| Alight Com Cl A (ALIT) | 10.4 | $61M | 11M | 5.49 | |
| Cameco Corporation (CCJ) | 9.7 | $57M | 2.5M | 22.67 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 8.4 | $49M | 1.1M | 45.17 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 Call Option (VLRS) | 5.6 | $33M | 3.9M | 8.36 | |
| Vistra Energy (VST) | 2.7 | $16M | 686k | 23.20 | |
| Hawaiian Holdings Put Option (HA) | 0.4 | $2.4M | 238k | 10.26 | |
| Ehang Hldgs Ads Put Option (EH) | 0.1 | $755k | 88k | 8.58 | |
| Faraday Futre Intlgt Elctr I | 0.0 | $218k | 750k | 0.29 | |
| Mullen Automotiv | 0.0 | $97k | 341k | 0.29 |
