Permian Investment Partners, LP
13 holdingsFiling period: 2026-06-30Current AUM: $933.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TIC | TIC SOLUTIONS INC | 21.31M | $172.4M | $204.8M | 21.93% | -635,000 | 2026-06-30 |
| 2 | GRFS | GRIFOLS S A | 19.74M | $139.8M | $145.3M | 15.56% | +386.0K | 2026-06-30 |
| 3 | MRP | MILLROSE PPTYS INC | 3.98M | $119.5M | $117.1M | 12.54% | +98.0K | 2026-06-30 |
| 4 | — | CNH INDL N V | 9.52M | $106.9M | $106.9M | 11.45% | +5.90M | 2026-06-30 |
| 5 | ARMK | ARAMARK | 1.79M | $102.1M | $104.6M | 11.20% | -667,959 | 2026-06-30 |
| 6 | NRG | NRG ENERGY INC | 590.4K | $86.2M | $62.6M | 6.70% | -329,569 | 2026-06-30 |
| 7 | — | AMRIZE LTD | 1.31M | $70.0M | $70.0M | 7.50% | +363.6K | 2026-06-30 |
| 8 | TRS | TRIMAS CORP | 1.17M | $52.5M | $45.1M | 4.83% | -37,086 | 2026-06-30 |
| 9 | AMTM | AMENTUM HOLDINGS INC | 1.43M | $29.6M | $28.9M | 3.09% | -133,972 | 2026-06-30 |
| 10 | SM | SM ENERGY COMPANY | 1.02M | $26.7M | $42.2M | 4.52% | -- | 2026-06-30 |
| 11 | — | CNH INDL N V | 304.6K | $3.4M | $3.4M | 0.37% | -- | 2026-06-30 |
| 12 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 27.0K | $1.4M | $1.8M | 0.19% | -- | 2026-06-30 |
| 13 | IBIT | ISHARES BITCOIN TRUST ETF | 27.4K | $912K | $1.2M | 0.13% | -- | 2026-06-30 |
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