13F HOLDINGS REPORT
Permian Investment Partners, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001472850-25-000009
Total Value
$885.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACUREN CORP | TICAW | 14,568,818 | $193.9M | 21.89% |
| 2 | Grifols SA | GIKLY | 17,452,321 | $173.8M | 19.63% |
| 3 | KBR INC | KBR | 3,182,791 | $150.5M | 16.99% |
| 4 | NRG ENERGY INC | NRG | 771,582 | $125.0M | 14.11% |
| 5 | ARAMARK | ARMK | 2,128,657 | $81.7M | 9.23% |
| 6 | MILLROSE PPTYS INC | 601137102 | 1,753,412 | $58.9M | 6.65% |
| 7 | API GROUP CORP | APG | 1,489,039 | $51.2M | 5.78% |
| 8 | RESIDEO TECHNOLOGIES INC | REZI | 965,936 | $41.7M | 4.71% |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 137,000 | $8.9M | 1.01% |