Universe · entity
Permian Investment Partners, LP
Institutional manager (13F) · CIK 1472850
13F holdings · as of 2026-03-31 · top 13 · reported portfolio $905M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | GRIFOLS S A | $155M | 19,354,679 |
| 2 | TIC SOLUTIONS INC | $144M | 21,945,094 |
| 3 | NRG ENERGY INC | $134M | 920,000 |
| 4 | MILLROSE PPTYS INC | $109M | 3,879,312 |
| 5 | ARAMARK | $100M | 2,462,657 |
| 6 | RESIDEO TECHNOLOGIES INC | $65M | 1,928,882 |
| 7 | AMRIZE LTD | $53M | 950,020 |
| 8 | TRIMAS CORP | $43M | 1,202,500 |
| 9 | AMENTUM HOLDINGS INC | $41M | 1,567,000 |
| 10 | CNH INDL N V | $40M | 3,617,840 |
| 11 | VANGUARD INTL EQUITY INDEX F | $18M | 213,000 |
| 12 | FIDELITY WISE ORIGIN BITCOIN | $2M | 27,000 |
| 13 | ISHARES BITCOIN TRUST ETF | $1M | 27,407 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.