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Permian Investment Partners, LP Buys Tractor Supply Co, Arconic Inc, NRG Energy Inc, Sells Albany Molecular Research Inc, WisdomTree Japan Hedged Equity Fund, Ferrari NV

New York, NY, based Investment company Permian Investment Partners, LP buys Tractor Supply Co, Arconic Inc, NRG Energy Inc, Tim Participacoes SA, Vistra Energy Corp, sells Albany Molecular Research Inc, WisdomTree Japan Hedged Equity Fund, Ferrari NV, Telecom Italia SpA during the 3-months ended 2017-06-30, according to the most recent filings of the investment company, Permian Investment Partners, LP. As of 2017-06-30, Permian Investment Partners, LP owns 13 stocks with a total value of $754 million. These are the details of the buys and sells.

For the details of Permian Investment Partners, LP's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Permian+Investment+Partners%2C+LP

These are the top 5 holdings of Permian Investment Partners, LP
  1. Sealed Air Corp (SEE) - 2,924,613 shares, 17.37% of the total portfolio. Shares added by 0.44%
  2. Aon PLC (AON) - 923,738 shares, 16.3% of the total portfolio. Shares added by 7.36%
  3. NRG Energy Inc (NRG) - 5,938,024 shares, 13.57% of the total portfolio. Shares added by 50.98%
  4. Sherwin-Williams Co (SHW) - 235,460 shares, 10.97% of the total portfolio. Shares added by 5.58%
  5. CSX Corp (CSX) - 1,199,633 shares, 8.68% of the total portfolio. Shares added by 11.98%
New Purchase: Tractor Supply Co (TSCO)

Permian Investment Partners, LP initiated holdings in Tractor Supply Co. The purchase prices were between $52.53 and $70.47, with an estimated average price of $59.76. The stock is now traded at around $54.03. The impact to the portfolio due to this purchase was 5.16%. The holdings were 717,604 shares as of 2017-06-30.

New Purchase: Arconic Inc (ARNC)

Permian Investment Partners, LP initiated holdings in Arconic Inc. The purchase prices were between $21.84 and $28.16, with an estimated average price of $26.63. The stock is now traded at around $24.56. The impact to the portfolio due to this purchase was 4.64%. The holdings were 1,544,165 shares as of 2017-06-30.

New Purchase: Vistra Energy Corp (VST)

Permian Investment Partners, LP initiated holdings in Vistra Energy Corp. The purchase prices were between $14.59 and $16.86, with an estimated average price of $15.71. The stock is now traded at around $17.38. The impact to the portfolio due to this purchase was 1.29%. The holdings were 577,700 shares as of 2017-06-30.

Added: NRG Energy Inc (NRG)

Permian Investment Partners, LP added to the holdings in NRG Energy Inc by 50.98%. The purchase prices were between $14.6 and $18.9, with an estimated average price of $16.79. The stock is now traded at around $25.47. The impact to the portfolio due to this purchase was 4.58%. The holdings were 5,938,024 shares as of 2017-06-30.

Added: Tim Participacoes SA (TSU)

Permian Investment Partners, LP added to the holdings in Tim Participacoes SA by 149.08%. The purchase prices were between $13.75 and $16.56, with an estimated average price of $15.45. The stock is now traded at around $17.78. The impact to the portfolio due to this purchase was 3.19%. The holdings were 2,712,926 shares as of 2017-06-30.

Sold Out: Albany Molecular Research Inc (AMRI)

Permian Investment Partners, LP sold out the holdings in Albany Molecular Research Inc. The sale prices were between $13.37 and $21.72, with an estimated average price of $18.03.



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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