Permian Investment Partners, LP Portfolio Holdings by Sector
Permian Investment Partners, LP
- $775 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Engineering & Construction | Industrials
KBR APG 2 stocks |
$233,254
30.1% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
ARMK 1 stocks |
$207,674
26.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$143,044
18.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GRFS 1 stocks |
$85,766
11.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$75,951
9.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Airlines | Industrials
RYAAY VLRS 2 stocks |
$29,200
3.77% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|