$557 Million is the total value of Permian Investment Partners, LP's 12 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 500.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
APG | New | API GROUP CORP | $106,661,000 | – | 8,778,714 | +100.0% | 19.16% | – |
BHC | New | BAUSCH HEALTH COS INC | $79,988,000 | – | 4,373,300 | +100.0% | 14.37% | – |
GDDY | Buy | GODADDY INCcl a | $42,569,000 | +50.4% | 580,510 | +17.2% | 7.65% | +13.3% |
AON | New | AON PLC | $13,675,000 | – | 71,000 | +100.0% | 2.46% | – |
New | VISTRA ENERGY CORPcall | $2,272,000 | – | 122,000 | +100.0% | 0.41% | – | |
New | NRG ENERGY INCcall | $1,042,000 | – | 32,000 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.