Permian Investment Partners, LP Portfolio Holdings by Sector

Permian Investment Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Drug Manufacturers—General \| Healthcare GRFS 1 stocks	$168,390 32.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials KBR APG 2 stocks	$149,522 28.9% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$98,448 19.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials ARMK 1 stocks	$93,313 18.03% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs VGK 1 stocks	$7,750 1.5% of portfolio	-	1	-	-	0 Calls 0 Puts

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