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 Purchases: TSCO, ARNC, VST,
• Added Positions: NRG, TSU, AON, CSX, SHW,
• Reduced Positions: DXJ, AVGO, RACE, TI,
• Sold Out: AMRI,

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

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%

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.

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.

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.

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.

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.

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.