13F HOLDINGS REPORT
Permian Investment Partners, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001913545-25-000005
Total Value
$702.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GRIFOLS S A | GIKLY | 18,081,321 | $128.6M | 18.29% |
| 2 | KBR INC | KBR | 2,402,284 | $119.7M | 17.02% |
| 3 | API GROUP CORP | APG | 2,862,622 | $102.4M | 14.56% |
| 4 | NRG ENERGY INC | NRG | 1,021,082 | $97.5M | 13.87% |
| 5 | ACUREN CORP | TICAW | 8,530,580 | $94.9M | 13.50% |
| 6 | ARAMARK | ARMK | 2,100,131 | $72.5M | 10.31% |
| 7 | MILLROSE PPTYS INC | 601137102 | 1,397,251 | $37.0M | 5.27% |
| 8 | KBR INC | KBR | 615,000 | $30.6M | 4.36% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042874 | 220,000 | $15.4M | 2.20% |
| 10 | ONEWATER MARINE INC | ONEW | 241,200 | $3.9M | 0.56% |
| 11 | GRIFOLS S A | GIKLY | 60,000 | $426,600 | 0.06% |