Permian Investment Partners, LP Portfolio Holdings by Sector

Permian Investment Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials KBR APG 2 stocks	$221,389 27.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials ARMK 1 stocks	$197,349 24.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$111,763 13.91% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs VGK 1 stocks	$102,158 12.72% of portfolio	1	-	1	-	0 Calls 1 Puts
Drug Manufacturers—General \| Healthcare GRFS 1 stocks	$88,811 11.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$72,811 9.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials VLRS 1 stocks	$9,055 1.13% of portfolio	-	-	-	-	0 Calls 0 Puts

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