13F HOLDINGS REPORT
Permian Investment Partners, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001725547-23-000066
Total Value
$572.1M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NRG ENERGY INC | NRG | 3,613,625 | $115.0M | 20.10% |
| 2 | API GROUP CORP | APG | 6,024,180 | $113.3M | 19.81% |
| 3 | KBR INC | KBR | 1,347,587 | $71.2M | 12.44% |
| 4 | GOLAR LNG LTD | GLNG | 2,917,389 | $66.5M | 11.62% |
| 5 | ALIGHT INC | ALIT | 11,087,421 | $60.9M | 10.64% |
| 6 | CAMECO CORP | CCJ | 2,508,650 | $56.9M | 9.94% |
| 7 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 1,081,058 | $48.8M | 8.54% |
| 8 | CONTROLADORA VUELA COMP DE A | 21240E105 | 3,829,204 | $19.5M | 3.40% |
| 9 | VISTRA CORP | VST | 685,512 | $15.9M | 2.78% |
| 10 | HAWAIIAN HOLDINGS INC | HE | 237,600 | $2.4M | 0.43% |
| 11 | EHANG HLDGS LTD | EH | 88,000 | $755,040 | 0.13% |
| 12 | CONTROLADORA VUELA COMP DE A | 21240E105 | 87,000 | $727,320 | 0.13% |
| 13 | FARADAY FUTRE INTLGT ELCTR I | 307359109 | 750,000 | $217,725 | 0.04% |
| 14 | MULLEN AUTOMOTIVE INC | 62526P109 | 340,638 | $97,422 | 0.02% |