Holdings

Permian Investment Partners, LP

As of Jun 30, 2026, Permian Investment Partners, LP reported 7 positions worth US$702M. Largest: Tic Solutions, Inc., Grifols, S.a. Class A and Millrose Properties, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Tic Solutions, Inc.21.3MUS$172M−635KJun 30, 2026
Grifols, S.a. Class A19.7MUS$140M+386KJun 30, 2026
Millrose Properties, Inc.3.98MUS$120M+98,004Jun 30, 2026
Aramark1.79MUS$102M−668KJun 30, 2026
Nrg Energy, Inc.590KUS$86.2M−330KJun 30, 2026
Trimas Corporation1.17MUS$52.5M−37,086Jun 30, 2026
Amentum Holdings, Inc.1.43MUS$29.6M−134KJun 30, 2026