Permian Investment Partners, LP Buys Bausch Health Inc, APi Group Corp, Controladora Vuela Compania de Aviacion SAB de CV, Sells NRG Energy Inc, Devon Energy Corp, KBR Inc

• New Purchases: YOU, XBI, AAL, OLLI, FLGT, ENS, AMC, PII, COIN, ARKK, ARKG, BC, NEWR, GME, OTLY, UL, IPG, MAC, NIO, PRCH, SKT, SPCE, SAIL, U, NCNO, DDD, APPS, CDAY, LPSN, AI, WIX, ONEM, AYX, APPN, BAND, SUMO, BYND, SDGR, CDLX, CLOV, COUP, OSH, FSLY, FROG,
• Added Positions: BHC, APG, VLRS,
• Reduced Positions: NRG, DVN, WSC, KBR,

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

1. NRG Energy Inc (NRG) - 5,253,801 shares, 23.53% of the total portfolio. Shares reduced by 30.34%
2. Devon Energy Corp (DVN) - 3,941,814 shares, 18.05% of the total portfolio. Shares reduced by 36.41%
3. APi Group Corp (APG) - 5,714,729 shares, 15.31% of the total portfolio. Shares added by 28.43%
4. WillScot Mobile Mini Holdings Corp (WSC) - 3,161,368 shares, 13.42% of the total portfolio. Shares reduced by 14.03%
5. Bausch Health Companies Inc (BHC) - 4,652,242 shares, 13.36% of the total portfolio. Shares added by 97.78%

Permian Investment Partners, LP initiated holding in Clear Secure Inc. The purchase prices were between $24.96 and $51.95, with an estimated average price of $36.73. The stock is now traded at around $28.200000. The impact to a portfolio due to this purchase was 0.26%. The holding were 80,000 shares as of 2021-12-31.

Permian Investment Partners, LP initiated holding in SPDR Biotech ETF. The purchase prices were between $108.77 and $134.15, with an estimated average price of $120.52. The stock is now traded at around $90.610000. The impact to a portfolio due to this purchase was 0.21%. The holding were 18,280 shares as of 2021-12-31.

Permian Investment Partners, LP initiated holding in American Airlines Group Inc. The purchase prices were between $16.28 and $22.26, with an estimated average price of $19.13. The stock is now traded at around $18.220000. The impact to a portfolio due to this purchase was 0.15%. The holding were 81,848 shares as of 2021-12-31.

Permian Investment Partners, LP initiated holding in Ollie's Bargain Outlet Holdings Inc. The purchase prices were between $46.21 and $73.43, with an estimated average price of $60.81. The stock is now traded at around $41.230000. The impact to a portfolio due to this purchase was 0.14%. The holding were 25,991 shares as of 2021-12-31.

Permian Investment Partners, LP initiated holding in Fulgent Genetics Inc. The purchase prices were between $77.3 and $105, with an estimated average price of $88.16. The stock is now traded at around $63.040000. The impact to a portfolio due to this purchase was 0.11%. The holding were 11,000 shares as of 2021-12-31.

Permian Investment Partners, LP initiated holding in EnerSys. The purchase prices were between $72.84 and $85.49, with an estimated average price of $78.11. The stock is now traded at around $72.070000. The impact to a portfolio due to this purchase was 0.1%. The holding were 11,589 shares as of 2021-12-31.

Permian Investment Partners, LP added to a holding in Bausch Health Companies Inc by 97.78%. The purchase prices were between $23 and $29.01, with an estimated average price of $26.75. The stock is now traded at around $24.700000. The impact to a portfolio due to this purchase was 6.6%. The holding were 4,652,242 shares as of 2021-12-31.

Permian Investment Partners, LP added to a holding in APi Group Corp by 28.43%. The purchase prices were between $20.19 and $25.77, with an estimated average price of $23.11. The stock is now traded at around $21.280000. The impact to a portfolio due to this purchase was 3.39%. The holding were 5,714,729 shares as of 2021-12-31.

Permian Investment Partners, LP added to a holding in Controladora Vuela Compania de Aviacion SAB de CV by 25.20%. The purchase prices were between $14.64 and $22.1, with an estimated average price of $17.82. The stock is now traded at around $20.520000. The impact to a portfolio due to this purchase was 1.85%. The holding were 4,919,006 shares as of 2021-12-31.