Permian Investment Partners as of March 31, 2017
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 11 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sealed Air (SEE) | 20.6 | $133M | 3.1M | 43.58 | |
| Aon | 15.8 | $102M | 860k | 118.69 | |
| NRG Energy (NRG) | 11.4 | $74M | 3.9M | 18.70 | |
| Sherwin-Williams Company (SHW) | 10.7 | $69M | 223k | 310.19 | |
| Broad | 10.1 | $66M | 299k | 218.96 | |
| Ferrari Nv Ord (RACE) | 7.9 | $51M | 690k | 74.37 | |
| CSX Corporation (CSX) | 7.7 | $50M | 1.1M | 46.55 | |
| Albany Molecular Research | 6.9 | $45M | 3.2M | 14.03 | |
| WisdomTree Japan Total Dividend (DXJ) | 5.9 | $39M | 760k | 50.62 | |
| Tim Participacoes Sa- | 2.7 | $17M | 1.1M | 15.98 | |
| Telecom Italia S.p.A. (TIIAY) | 0.3 | $1.9M | 213k | 9.01 |
