Permian Investment Partners, LP
Permian Investment Partners, LP reported 13 holdings worth US$911M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Permian Investment Partners, LP reported 13 holdings worth US$911M as of Jun 30, 2026. Largest: Tic Solutions, Inc., Grifols, S.a. Class A and Millrose Properties, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$911M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Tic Solutions, Inc. | 21.3M | US$172M | 18.9% |
| Grifols, S.a. Class A | 19.7M | US$140M | 15.3% |
| Millrose Properties, Inc. | 3.98M | US$120M | 13.1% |
| Aramark | 1.79M | US$102M | 11.2% |
| Nrg Energy, Inc. | 590K | US$86.2M | 9.5% |
| Trimas Corporation | 1.17M | US$52.5M | 5.8% |
| Amentum Holdings, Inc. | 1.43M | US$29.6M | 3.2% |
| Resideo Technologies, Inc. | 0 | US$0 | 0.00% |