Permian Investment Partners, LP: 13F holdings
CIK 14728502026Q2
| Positions | 13 |
|---|---|
| Reported value | $911.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TIC TIC SOLUTIONS INC | 21,310,094 | $172.4m | 18.9% |
| GRFS GRIFOLS S A | 19,740,679 | $139.8m | 15.3% |
| MILLROSE PPTYS INC | 3,977,316 | $119.5m | 13.1% |
| CNH INDL N V | 9,522,311 | $106.9m | 11.7% |
| ARMK ARAMARK | 1,794,698 | $102.1m | 11.2% |
| NRG NRG ENERGY INC | 590,431 | $86.2m | 9.5% |
| AMRIZE LTD | 1,313,663 | $70.0m | 7.7% |
| TRS TRIMAS CORP | 1,165,414 | $52.5m | 5.8% |
| AMTM AMENTUM HOLDINGS INC | 1,433,028 | $29.6m | 3.2% |
| FBTC FIDELITY WISE ORIGIN BITCOIN | 27,000 | $1.4m | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1472850")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.