Permian Investment Partners as of Sept. 30, 2020
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 9 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 19.3 | $98M | 5.9M | 16.68 | |
| Nrg Energy Com New (NRG) | 18.6 | $95M | 3.1M | 30.74 | |
| Aramark Hldgs (ARMK) | 16.3 | $83M | 3.1M | 26.45 | |
| Bausch Health Companies (BHC) | 15.7 | $80M | 5.1M | 15.54 | |
| Api Group Corp Com Stk (APG) | 15.4 | $78M | 5.5M | 14.23 | |
| Vistra Energy (VST) | 10.9 | $55M | 2.9M | 18.86 | |
| Godaddy Cl A (GDDY) | 3.3 | $17M | 223k | 75.97 | |
| KBR (KBR) | 0.3 | $1.3M | 60k | 22.37 | |
| Vistra Corp Call Call Option | 0.2 | $1.2M | 64k | 18.86 |
