Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Permian Investment Partners, LP (CIK 1472850) reported $904.9M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GRFS ($155.2M, 17.15%), TIC ($144.4M, 15.96%), NRG ($134.4M, 14.86%), MRP ($108.6M, 12.00%), ARMK ($99.8M, 11.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRFS | GRIFOLS S A | $155.2M | 17.15% | 19.4M | Added |
| 2 | TIC | TIC SOLUTIONS INC | $144.4M | 15.96% | 21.9M | Added |
| 3 | NRG | NRG ENERGY INC | $134.4M | 14.86% | 920,000 | Added |
| 4 | MRP | MILLROSE PPTYS INC | $108.6M | 12.00% | 3.9M | Added |
| 5 | ARMK | ARAMARK | $99.8M | 11.03% | 2.5M | Added |
| 6 | REZI | RESIDEO TECHNOLOGIES INC | $65.0M | 7.19% | 1.9M | Trimmed |
| 7 | AMRZ | AMRIZE LTD | $53.2M | 5.88% | 950,020 | Trimmed |
| 8 | TRS | TRIMAS CORP | $43.2M | 4.78% | 1.2M | Added |
| 9 | AMTM | AMENTUM HOLDINGS INC | $40.9M | 4.52% | 1.6M | New |
| 10 | CNHI | CNH INDL N V | $39.8M | 4.40% | 3.6M | New |
| 11 | VGK | VANGUARD INTL EQUITY INDEX F | $17.6M | 1.94% | 213,000 | New |
| 12 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.6M | 0.18% | 27,000 | Trimmed |
| 13 | IBIT | ISHARES BITCOIN TRUST ETF | $1.1M | 0.12% | 27,407 | Trimmed |
| 14 | APG | API GROUP CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31