13F HOLDINGS REPORT
Permian Investment Partners, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001963900-24-000003
Total Value
$953.9M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARAMARK | ARMK | 5,800,996 | $197.3M | 20.69% |
| 2 | KBR INC | KBR | 2,341,886 | $150.2M | 15.75% |
| 3 | INVESCO QQQ TR | IVZ | 249,500 | $119.5M | 12.53% |
| 4 | NRG ENERGY INC | NRG | 1,435,436 | $111.8M | 11.72% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042874 | 1,530,000 | $102.2M | 10.71% |
| 6 | GRIFOLS S A | GIKLY | 14,096,999 | $88.9M | 9.32% |
| 7 | GE AEROSPACE | 369604301 | 458,021 | $72.8M | 7.63% |
| 8 | API GROUP CORP | APG | 1,891,622 | $71.2M | 7.46% |
| 9 | ONEWATER MARINE INC | ONEW | 495,000 | $13.6M | 1.43% |
| 10 | MASTERCRAFT BOAT HLDGS INC | MCFT | 579,500 | $10.9M | 1.15% |
| 11 | CONTROLADORA VUELA COMP DE A | 21240E105 | 1,423,892 | $9.1M | 0.95% |
| 12 | MALIBU BOATS INC | MBUU | 89,100 | $3.1M | 0.33% |
| 13 | SOHO HOUSE & CO INC | 586001959 | 250,000 | $1.3M | 0.14% |
| 14 | GRIFOLS S A | GIKLY | 197,400 | $1.2M | 0.13% |
| 15 | KBR INC | KBR | 10,000 | $641,400 | 0.07% |