Permian Investment Partners, LP
An institutional investment manager in DALLAS, TX. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1472850.
- Reported value$911.5m
- Positions13
Holdings: 13 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| TIC Solutions IncTIC | COM | 00510N102 | 172 | 18.9% | 21,310,094 | Reduced−635,000 | |
| Grifols S aGRFS | SP ADR REP B NVT | 398438408 | 140 | 15.3% | 19,740,679 | Added+386,000 | |
| Millrose Pptys IncMRP | COM CL A | 601137102 | 120 | 13.1% | 3,977,316 | Added+98,004 | |
| CNH Indl N V | SHS | N20944109 | 107 | 11.7% | 9,522,311 | Added+5,904,471 | |
| AramarkARMK | COM | 03852U106 | 102 | 11.2% | 1,794,698 | Reduced−667,959 | |
| NRG Energy IncNRG | COM NEW | 629377508 | 86.2 | 9.5% | 590,431 | Reduced−329,569 | |
| Amrize Ltd | SHS | H2927K103 | 70.0 | 7.7% | 1,313,663 | Added+363,643 | |
| Trimas CorpTRS | COM NEW | 896215209 | 52.5 | 5.8% | 1,165,414 | Reduced−37,086 | |
| Amentum Holdings IncAMTM | COM | 023939101 | 29.6 | 3.2% | 1,433,028 | Reduced−133,972 | |
| SM Energy Company | CALL | 78454L900 | 26.7 | 2.9% | 1,022,000 | Call | New+1,022,000 |
| CNH Indl N V | CALL | N20944909 | 3.4 | 0.4% | 304,600 | Call | New+304,600 |
| Fidelity Wise Origin BitcoinFBTC | SHS | 315948109 | 1.4 | 0.2% | 27,000 | Unchanged | |
| Ishares Bitcoin Trust ETFIBIT | SHS BEN INT | 46438F101 | 0.9 | 0.1% | 27,407 | Unchanged |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Resideo Technologies IncREZI | COM | 76118Y104 | 0.0 | 0.0% | 0 | Sold out−1,928,882 | |
| Vanguard International Equity Index F | FTSE EUROPE ETF | 922042874 | 0.0 | 0.0% | 0 | Sold out−213,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001472850-26-000007 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.