Permian Investment Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Permian Investment Partners, Lp disclosed 11 stock positions valued at approximately $881.38M as of quarter-end June 30, 2026. The largest holdings include TIC SOLUTIONS INC, GRIFOLS S A, and MILLROSE PPTYS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $881.38M
Holdings by Sector
Permian Investment Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TIC SOLUTIONS INC | TIC | Other | 19.56% | 21,310,094 | -635,000 | -2.89% | $172,398,660 |
| GRIFOLS S A | GRFS | Healthcare | 15.86% | 19,740,679 | +386,000 | +1.99% | $139,764,007 |
| MILLROSE PPTYS INC | MRP | Other | 13.56% | 3,977,316 | +98,004 | +2.53% | $119,518,346 |
| CNH INDL N V | CNH | Other | 12.13% | 9,522,311 | +5,904,471 | +163.20% | $106,935,553 |
| ARAMARK | ARMK | Industrials | 11.59% | 1,794,698 | -667,959 | -27.12% | $102,118,316 |
| NRG ENERGY INC | NRG | Utilities | 9.78% | 590,431 | -329,569 | -35.82% | $86,238,352 |
| AMRIZE LTD | AMRZ | Other | 7.94% | 1,313,663 | +363,643 | +38.28% | $70,018,238 |
| TRIMAS CORP | TRS | Consumer Cyclical | 5.95% | 1,165,414 | -37,086 | -3.08% | $52,478,592 |
| AMENTUM HOLDINGS INC | AMTM | Other | 3.36% | 1,433,028 | -133,972 | -8.55% | $29,620,689 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.16% | 27,000 | - | - | $1,378,350 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.10% | 27,407 | - | - | $912,379 |
Showing 11 of 11 holdings in the latest reporting period.