Permian Investment Partners, LP Hedge Fund

CIK: 0001472850 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $885,673 (100.0% shares, 0.0% debt)

Holdings (9)

TIC ACUREN CORP 21.9%

Value ($000) $193,911 Shares 14,568,818 Est. Cost $11.70 Unrealized -2.5%

GRFS Grifols SA 19.6%

Value ($000) $173,825 Shares 17,452,321 Est. Cost $6.93 Unrealized —

KBR KBR INC 17.0%

Value ($000) $150,514 Shares 3,182,791 Est. Cost $49.57 Unrealized -2.8%

NRG NRG ENERGY INC 14.1%

Value ($000) $124,958 Shares 771,582 Est. Cost $61.57 Unrealized +152.2%

ARMK ARAMARK 9.2%

Value ($000) $81,740 Shares 2,128,657 Est. Cost $28.46 Unrealized +41.2%

MRP MILLROSE PPTYS INC 6.7%

Value ($000) $58,932 Shares 1,753,412 Est. Cost $27.50 Unrealized —

APG API GROUP CORP 5.8%

Value ($000) $51,178 Shares 1,489,039 Est. Cost $19.82 Unrealized +76.1%

REZI RESIDEO TECHNOLOGIES INC 4.7%

Value ($000) $41,709 Shares 965,936 Est. Cost $31.24 Unrealized 0.0%

IBIT ISHARES BITCOIN TRUST ETF 1.0%

Value ($000) $8,905 Shares 137,000 Est. Cost $65.00 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TIC	ACUREN CORP	14,568,818	$193,911	21.9%	$11.70	-2.5%	COM	00510N102
GRFS	Grifols SA	17,452,321	$173,825	19.6%	$6.93	—	SP ADR REP B NVT	398438408
KBR	KBR INC	3,182,791	$150,514	17.0%	$49.57	-2.8%	COM	48242W106
NRG	NRG ENERGY INC	771,582	$124,958	14.1%	$61.57	+152.2%	COM NEW	629377508
ARMK	ARAMARK	2,128,657	$81,740	9.2%	$28.46	+41.2%	COM	03852U106
MRP	MILLROSE PPTYS INC	1,753,412	$58,932	6.7%	$27.50	—	COM CL A	601137102
APG	API GROUP CORP	1,489,039	$51,178	5.8%	$19.82	+76.1%	COM STK	00187Y100
REZI	RESIDEO TECHNOLOGIES INC	965,936	$41,709	4.7%	$31.24	0.0%	COM	76118Y104
IBIT	ISHARES BITCOIN TRUST ETF	137,000	$8,905	1.0%	$65.00	—	SHS BEN INT	46438F101