Permian Investment Partners as of Dec. 31, 2016
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 14 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sealed Air (SEE) | 15.8 | $105M | 2.3M | 45.34 | |
| Broad | 13.7 | $91M | 514k | 176.77 | |
| Aon | 11.2 | $74M | 665k | 111.53 | |
| Albany Molecular Research | 9.5 | $63M | 3.3M | 18.76 | |
| Inc Resh Hldgs Inc cl a | 6.5 | $43M | 819k | 52.60 | |
| Sherwin-Williams Company (SHW) | 6.3 | $42M | 156k | 268.74 | |
| Tractor Supply Company (TSCO) | 6.3 | $41M | 546k | 75.81 | |
| Patheon N V | 6.0 | $40M | 1.4M | 28.71 | |
| Ferrari Nv Ord (RACE) | 6.0 | $39M | 677k | 58.19 | |
| WisdomTree Japan Total Dividend (DXJ) | 5.5 | $37M | 740k | 49.54 | |
| Visa (V) | 4.6 | $30M | 387k | 78.02 | |
| Zayo Group Hldgs | 4.4 | $29M | 886k | 32.86 | |
| Dollar General (DG) | 4.0 | $26M | 355k | 74.07 | |
| Telecom Italia S.p.A. (TIIAY) | 0.3 | $1.8M | 207k | 8.89 |
