13F HOLDINGS REPORT
Permian Investment Partners, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001472850-25-000003
Total Value
$642.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NRG ENERGY INC | NRG | 1,406,836 | $126.9M | 19.75% |
| 2 | GRIFOLS S A | GIKLY | 16,187,321 | $120.4M | 18.74% |
| 3 | API GROUP CORP | APG | 3,050,622 | $109.7M | 17.07% |
| 4 | KBR INC | KBR | 1,809,213 | $104.8M | 16.31% |
| 5 | ARAMARK | ARMK | 2,500,604 | $93.3M | 14.52% |
| 6 | ISHARES TR | 464287952 | 320,000 | $27.9M | 4.35% |
| 7 | SPDR SER TR | 78464A958 | 240,000 | $25.1M | 3.90% |
| 8 | ETF SER SOLUTIONS | 26922A902 | 800,000 | $20.3M | 3.16% |
| 9 | ONEWATER MARINE INC | ONEW | 449,500 | $7.8M | 1.22% |
| 10 | MARINEMAX INC | HZO | 105,500 | $3.1M | 0.48% |
| 11 | MASTERCRAFT BOAT HLDGS INC | MCFT | 100,000 | $1.9M | 0.30% |
| 12 | GRIFOLS S A | GIKLY | 196,000 | $1.5M | 0.23% |