$628 Million is the total value of Permian Investment Partners, LP's 15 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WLTW | New | WILLIS TOWERS WATSON PUB LTD | $78,657,000 | – | 510,000 | +100.0% | 12.52% | – |
FLIR | New | FLIR SYS INC | $59,964,000 | – | 1,541,100 | +100.0% | 9.55% | – |
FLS | New | FLOWSERVE CORP | $28,535,000 | – | 670,000 | +100.0% | 4.54% | – |
SRC | New | SPIRIT RLTY CAP INC NEW | $16,280,000 | – | 1,899,704 | +100.0% | 2.59% | – |
LNCE | New | SNYDERS-LANCE INC | $5,071,000 | – | 132,960 | +100.0% | 0.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
NRG ENERGY INC | 27 | Q3 2023 | 32.3% |
SEALED AIR CORP NEW | 18 | Q1 2018 | 24.2% |
AON PLC | 15 | Q1 2020 | 26.7% |
API GROUP CORP | 14 | Q3 2023 | 19.8% |
WILLIS TOWERS WATSON PUB LTD | 14 | Q3 2021 | 27.5% |
KBR INC | 13 | Q3 2023 | 16.1% |
WISDOMTREE TR | 13 | Q2 2020 | 5.9% |
ALBANY MOLECULAR RESH INC | 12 | Q1 2017 | 18.5% |
WILLSCOT MOBIL MINI HLDNG CO | 11 | Q1 2023 | 19.3% |
BP MIDSTREAM PARTNERS LP | 10 | Q1 2020 | 14.6% |
View Permian Investment Partners, LP's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
ALBANY MOLECULAR RESEARCH INCSold out | February 14, 2018 | 0 | 0.0% |
View Permian Investment Partners, LP's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
View Permian Investment Partners, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.