# Permian Investment Partners, LP: Form 13F holdings

An institutional investment manager in DALLAS, TX. SEC CIK 1472850.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $911.5m
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1472850/000147285026000007/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TIC SOLUTIONS INC (TIC)](/companies/tic.md) | COM | $172.4m | 18.9% | 21,310,094 |  | Reduced −635,000 |
| [GRIFOLS S A (GRFS)](/companies/grfs.md) | SP ADR REP B NVT | $139.8m | 15.3% | 19,740,679 |  | Added +386,000 |
| [MILLROSE PPTYS INC (MRP)](/companies/mrp.md) | COM CL A | $119.5m | 13.1% | 3,977,316 |  | Added +98,004 |
| CNH INDL N V | SHS | $106.9m | 11.7% | 9,522,311 |  | Added +5,904,471 |
| [ARAMARK (ARMK)](/companies/armk.md) | COM | $102.1m | 11.2% | 1,794,698 |  | Reduced −667,959 |
| [NRG ENERGY INC (NRG)](/companies/nrg.md) | COM NEW | $86.2m | 9.5% | 590,431 |  | Reduced −329,569 |
| AMRIZE LTD | SHS | $70.0m | 7.7% | 1,313,663 |  | Added +363,643 |
| [TRIMAS CORP (TRS)](/companies/trs.md) | COM NEW | $52.5m | 5.8% | 1,165,414 |  | Reduced −37,086 |
| [AMENTUM HOLDINGS INC (AMTM)](/companies/amtm.md) | COM | $29.6m | 3.2% | 1,433,028 |  | Reduced −133,972 |
| SM ENERGY COMPANY | CALL | $26.7m | 2.9% | 1,022,000 | Call | New +1,022,000 |
| CNH INDL N V | CALL | $3.4m | 0.4% | 304,600 | Call | New +304,600 |
| [FIDELITY WISE ORIGIN BITCOIN (FBTC)](/companies/fbtc.md) | SHS | $1.4m | 0.2% | 27,000 |  | Unchanged |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $912.4k | 0.1% | 27,407 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [RESIDEO TECHNOLOGIES INC (REZI)](/companies/rezi.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,928,882 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $0 | 0.0% | 0 |  | Sold out −213,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001472850-26-000007. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.