13F HOLDINGS REPORT
Permian Investment Partners, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001472850-25-000007
Total Value
$913.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GRIFOLS S A | GIKLY | 18,627,321 | $168.4M | 18.44% |
| 2 | ISHARES TR | 464288903 | 1,500,000 | $121.0M | 13.25% |
| 3 | ACUREN CORP | TICAW | 9,689,832 | $107.0M | 11.72% |
| 4 | NRG ENERGY INC | NRG | 613,082 | $98.4M | 10.78% |
| 5 | ARAMARK | ARMK | 2,228,657 | $93.3M | 10.22% |
| 6 | KBR INC | KBR | 1,912,791 | $91.7M | 10.04% |
| 7 | ISHARES TR | 464288953 | 1,000,000 | $80.7M | 8.83% |
| 8 | MILLROSE PPTYS INC | 601137102 | 2,764,983 | $78.8M | 8.63% |
| 9 | API GROUP CORP | APG | 1,132,693 | $57.8M | 6.33% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042874 | 100,000 | $7.8M | 0.85% |
| 11 | KBR INC | KBR | 130,000 | $6.2M | 0.68% |
| 12 | ONEWATER MARINE INC | ONEW | 141,200 | $1.9M | 0.21% |