Permian Investment Partners, LP Buys Willis Towers Watson PLC, GoDaddy Inc, The Hain Celestial Group Inc, Sells Broadcom Inc, DowDuPont Inc, Dover Corp

New York, NY, based Investment company Permian Investment Partners, LP buys Willis Towers Watson PLC, GoDaddy Inc, The Hain Celestial Group Inc, sells Broadcom Inc, DowDuPont Inc, Dover Corp, Vanguard FTSEEuropean, Lattice Semiconductor Corp, Spirit MTA REIT during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Permian Investment Partners, LP. As of 2019Q1, Permian Investment Partners, LP owns 9 stocks with a total value of $550 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 https://www.gurufocus.com/guru/permian+investment+partners%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Permian Investment Partners, LP
  1. Aon PLC (AON) - 858,903 shares, 26.67% of the total portfolio. Shares added by 2.09%
  2. Willis Towers Watson PLC (WLTW) - 453,261 shares, 14.48% of the total portfolio. New Position
  3. GoDaddy Inc (GDDY) - 1,051,000 shares, 14.38% of the total portfolio. New Position
  4. NRG Energy Inc (NRG) - 1,577,050 shares, 12.19% of the total portfolio. Shares reduced by 16.16%
  5. The Hain Celestial Group Inc (HAIN) - 2,100,000 shares, 8.83% of the total portfolio. New Position
New Purchase: Willis Towers Watson PLC (WLTW)

Permian Investment Partners, LP initiated holding in Willis Towers Watson PLC. The purchase prices were between $146.54 and $182.04, with an estimated average price of $165.69. The stock is now traded at around $175.54. The impact to a portfolio due to this purchase was 14.48%. The holding were 453,261 shares as of .

New Purchase: GoDaddy Inc (GDDY)

Permian Investment Partners, LP initiated holding in GoDaddy Inc. The purchase prices were between $60.23 and $77.48, with an estimated average price of $70.21. The stock is now traded at around $75.50. The impact to a portfolio due to this purchase was 14.38%. The holding were 1,051,000 shares as of .

New Purchase: The Hain Celestial Group Inc (HAIN)

Permian Investment Partners, LP initiated holding in The Hain Celestial Group Inc. The purchase prices were between $15.86 and $23.73, with an estimated average price of $19.18. The stock is now traded at around $24.48. The impact to a portfolio due to this purchase was 8.83%. The holding were 2,100,000 shares as of .

Sold Out: Broadcom Inc (AVGO)

Permian Investment Partners, LP sold out a holding in Broadcom Inc. The sale prices were between $230.96 and $300.71, with an estimated average price of $270.85.

Sold Out: Dover Corp (DOV)

Permian Investment Partners, LP sold out a holding in Dover Corp. The sale prices were between $69.79 and $93.8, with an estimated average price of $86.18.

Sold Out: Vanguard FTSEEuropean (VGK)

Permian Investment Partners, LP sold out a holding in Vanguard FTSEEuropean. The sale prices were between $47.99 and $55.13, with an estimated average price of $52.2.

Sold Out: Lattice Semiconductor Corp (LSCC)

Permian Investment Partners, LP sold out a holding in Lattice Semiconductor Corp. The sale prices were between $6.81 and $13, with an estimated average price of $9.91.

Sold Out: Spirit MTA REIT (SMTA)

Permian Investment Partners, LP sold out a holding in Spirit MTA REIT. The sale prices were between $6.49 and $8.24, with an estimated average price of $7.49.



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