Permian Investment Partners, LP 13F Holdings

CIK 0001472850 · NEW YORK, NY

As of Sep 30, 2025, Permian Investment Partners, LP reported 9 positions worth $885.7M in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
TIC SOLUTIONS INCTICIndustrials14,568,818 93.9M21.89%
GRIFOLS SAGRFSHealthcare17,452,321 73.8M19.63%
KBR INCKBRIndustrials3,182,791 50.5M16.99%
NRG ENERGY INCNRGUtilities771,582 25.0M14.11%
ARAMARKARMKIndustrials2,128,657$81.7M9.23%
MILLROSE PROPERTIES INCMRPReal Estate1,753,412$58.9M6.65%
API GROUP CORPAPGIndustrials1,489,039$51.2M5.78%
RESIDEO TECHNOLOGIES INCREZIIndustrials965,936$41.7M4.71%
ISHARES BITCOIN TRUST ETFIBIT—137,000$8.9M1.01%