13F HOLDINGS REPORT
Permian Investment Partners, LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001472850-26-000002
Total Value
$882.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TIC SOLUTIONS INC | TICAW | 19,168,108 | $193.8M | 21.95% |
| 2 | GRIFOLS S A | GIKLY | 18,190,262 | $170.1M | 19.27% |
| 3 | MILLROSE PPTYS INC | 601137102 | 3,794,312 | $113.3M | 12.84% |
| 4 | NRG ENERGY INC | NRG | 625,000 | $99.5M | 11.27% |
| 5 | RESIDEO TECHNOLOGIES INC | REZI | 2,474,500 | $86.9M | 9.85% |
| 6 | ARAMARK | ARMK | 1,949,657 | $71.9M | 8.14% |
| 7 | API GROUP CORP | APG | 1,500,039 | $57.4M | 6.50% |
| 8 | AMRIZE LTD | AMRZ | 983,175 | $53.2M | 6.02% |
| 9 | TRIMAS CORP | TRS | 823,481 | $29.2M | 3.31% |
| 10 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 60,000 | $4.6M | 0.52% |
| 11 | ISHARES BITCOIN TRUST ETF | IBIT | 58,407 | $2.9M | 0.33% |