Institutions / Permian Investment Partners, LP
Permian Investment Partners, LP
CIK 1472850 · Institution · as of Dec 31, 2025
Portfolio value
$882.73M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| TIC Solutions, Inc. | $193.79M | 22.0% |
| Grifols SA | $170.08M | 19.3% |
| Millrose Properties, Inc. | $113.34M | 12.8% |
| NRG Energy Inc | $99.53M | 11.3% |
| Resideo Technologies, Inc. | $86.90M | 9.8% |
| Aramark | $71.86M | 8.1% |
| APi Group Corp | $57.39M | 6.5% |
| Amrize Ltd | $53.17M | 6.0% |
| Trimas Corp | $29.19M | 3.3% |
| Fidelity Wise Origin Bitcoin | $4.57M | 0.5% |
| iShares Bitcoin Trust ETF | $2.90M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.