Permian Investment Partners, LP Buys Controladora Vuela Compania de Aviacion SAB de CV, Willis Towers Watson PLC, Sells KBR Inc, Azul SA, Vistra Corp

Nov 16, 2021

New York, NY, based Investment company Permian Investment Partners, LP (Current Portfolio) buys Controladora Vuela Compania de Aviacion SAB de CV, Willis Towers Watson PLC, sells KBR Inc, Azul SA, Vistra Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Permian Investment Partners, LP. As of 2021Q3, Permian Investment Partners, LP owns 11 stocks with a total value of $1 billion. These are the details of the buys and sells.

New Purchases: WLTW,
Added Positions: VLRS, APG,
Reduced Positions: KBR, BHC, WSC, DVN,
Sold Out: AZUL, VST,

For the details of Permian Investment Partners, LP's stock buys and sells, go to https://www.gurufocus.com/guru/permian+investment+partners%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Permian Investment Partners, LP

NRG Energy Inc (NRG) - 7,542,564 shares, 30.57% of the total portfolio. Shares reduced by 0.87%
Devon Energy Corp (DVN) - 6,199,033 shares, 21.85% of the total portfolio. Shares reduced by 2.05%
WillScot Mobile Mini Holdings Corp (WSC) - 3,677,499 shares, 11.58% of the total portfolio. Shares reduced by 7.81%
APi Group Corp (APG) - 4,449,729 shares, 8.99% of the total portfolio. Shares added by 2.42%
Controladora Vuela Compania de Aviacion SAB de CV (VLRS) - 3,929,006 shares, 8.51% of the total portfolio. Shares added by 309.27%

New Purchase: Willis Towers Watson PLC (WLTW)

Permian Investment Partners, LP initiated holding in Willis Towers Watson PLC. The purchase prices were between $201.6 and $236.75, with an estimated average price of $222.83. The stock is now traded at around $230.720000. The impact to a portfolio due to this purchase was 3.32%. The holding were 144,080 shares as of 2021-09-30.

Added: Controladora Vuela Compania de Aviacion SAB de CV (VLRS)

Permian Investment Partners, LP added to a holding in Controladora Vuela Compania de Aviacion SAB de CV by 309.27%. The purchase prices were between $17.76 and $22.84, with an estimated average price of $20.9. The stock is now traded at around $17.040000. The impact to a portfolio due to this purchase was 6.43%. The holding were 3,929,006 shares as of 2021-09-30.

Sold Out: Azul SA (AZUL)

Permian Investment Partners, LP sold out a holding in Azul SA. The sale prices were between $18.94 and $26.55, with an estimated average price of $21.97.

Sold Out: Vistra Corp (VST)

Permian Investment Partners, LP sold out a holding in Vistra Corp. The sale prices were between $16.77 and $19.47, with an estimated average price of $18.5.

Here is the complete portfolio of Permian Investment Partners, LP. Also check out:

1. Permian Investment Partners, LP's Undervalued Stocks
2. Permian Investment Partners, LP's Top Growth Companies, and
3. Permian Investment Partners, LP's High Yield stocks
4. Stocks that Permian Investment Partners, LP keeps buying

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