13F HOLDINGS REPORT
Permian Investment Partners, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001472850-24-000004
Total Value
$723.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NRG ENERGY INC | NRG | 1,631,436 | $148.6M | 20.54% |
| 2 | ARAMARK | ARMK | 3,816,114 | $147.8M | 20.43% |
| 3 | KBR INC | KBR | 2,256,604 | $147.0M | 20.31% |
| 4 | GRIFOLS S A | GIKLY | 12,333,499 | $109.5M | 15.14% |
| 5 | API GROUP CORP | APG | 2,010,622 | $66.4M | 9.18% |
| 6 | GE AEROSPACE | 369604301 | 332,691 | $62.7M | 8.67% |
| 7 | ETF SER SOLUTIONS | 26922A902 | 1,260,000 | $26.1M | 3.61% |
| 8 | ONEWATER MARINE INC | ONEW | 352,500 | $8.4M | 1.16% |
| 9 | MALIBU BOATS INC | MBUU | 103,300 | $4.0M | 0.55% |
| 10 | MASTERCRAFT BOAT HLDGS INC | MCFT | 100,000 | $1.8M | 0.25% |
| 11 | KBR INC | KBR | 10,000 | $651,300 | 0.09% |
| 12 | GRIFOLS S A | GIKLY | 57,400 | $509,712 | 0.07% |