Permian Investment Partners, LP
13 holdingsFiling period: 2026-03-31Current AUM: $948.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GRFS | GRIFOLS S A | 19.35M | $155.2M | $152.3M | 16.05% | +1.16M | 2026-03-31 |
| 2 | TIC | TIC SOLUTIONS INC | 21.95M | $144.4M | $160.4M | 16.91% | +2.78M | 2026-03-31 |
| 3 | NRG | NRG ENERGY INC | 920.0K | $134.4M | $123.5M | 13.02% | +295.0K | 2026-03-31 |
| 4 | MRP | MILLROSE PPTYS INC | 3.88M | $108.6M | $108.5M | 11.44% | +85.0K | 2026-03-31 |
| 5 | ARMK | ARAMARK | 2.46M | $99.8M | $140.3M | 14.79% | +513.0K | 2026-03-31 |
| 6 | REZI | RESIDEO TECHNOLOGIES INC | 1.93M | $65.0M | $66.2M | 6.97% | -545,618 | 2026-03-31 |
| 7 | — | AMRIZE LTD | 950.0K | $53.2M | $53.2M | 5.61% | -33,155 | 2026-03-31 |
| 8 | TRS | TRIMAS CORP | 1.20M | $43.2M | $48.0M | 5.06% | +379.0K | 2026-03-31 |
| 9 | AMTM | AMENTUM HOLDINGS INC | 1.57M | $40.9M | $34.8M | 3.67% | -- | 2026-03-31 |
| 10 | — | CNH INDL N V | 3.62M | $39.8M | $39.8M | 4.19% | -- | 2026-03-31 |
| 11 | VGK | VANGUARD INTL EQUITY INDEX F | 213.0K | $17.6M | $19.3M | 2.03% | -- | 2026-03-31 |
| 12 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 27.0K | $1.6M | $1.5M | 0.16% | -33,000 | 2026-03-31 |
| 13 | IBIT | ISHARES BITCOIN TRUST ETF | 27.4K | $1.1M | $976K | 0.10% | -31,000 | 2026-03-31 |
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