Permian Investment Partners
$881M 13F equity value
13 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Permian Investment Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TIC | TIC SOLUTIONS INC | 21,310,094 | $172M | 19.6% |
| GRFS | GRIFOLS S A | 19,740,679 | $140M | 15.9% |
| MRP | MILLROSE PPTYS INC | 3,977,316 | $120M | 13.6% |
| CNH | CNH INDL N V | 9,522,311 | $107M | 12.1% |
| ARMK | ARAMARK | 1,794,698 | $102M | 11.6% |
| NRG | NRG ENERGY INC | 590,431 | $86M | 9.8% |
| AMRZ | AMRIZE LTD | 1,313,663 | $70M | 7.9% |
| TRS | TRIMAS CORP | 1,165,414 | $52M | 6.0% |
| AMTM | AMENTUM HOLDINGS INC | 1,433,028 | $30M | 3.4% |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 27,000 | $1M | 0.2% |
Track Permian Investment Partners's 13F portfolio: $881M in reported holdings, 13 positions. Top holdings and quarterly changes on SentiSense.
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