Filed: 11/14/2025ACC: 0001472850-25-000009
📋 What this filing means
PERMIAN INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $885.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$885.67M
Total AUM (reported)
42.45M
Total Shares
Allocation by class
COM$467.87M52.8%
SP ADR REP B NVT$173.83M19.6%
COM NEW$124.96M14.1%
COM CL A$58.93M6.7%
COM STK$51.18M5.8%
SHS BEN INT$8.90M1.0%
Portfolio Concentration
Top 3$518.25M58.5%
4–10$367.42M41.5%
Top 3 weight
58.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 42.45M
Sole
Full voting authority
42.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
ACUREN CORP
SOLEShares14.57M
TypeSH
Market value$193.91M
21.89%
Sole
14.57M
Shared
0.00
None
0.00
Grifols SA
SOLEShares17.45M
TypeSH
Market value$173.83M
19.63%
Sole
17.45M
Shared
0.00
None
0.00
KBR INC
SOLEShares3.18M
TypeSH
Market value$150.51M
16.99%
Sole
3.18M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares771.58K
TypeSH
Market value$124.96M
14.11%
Sole
771.58K
Shared
0.00
None
0.00
ARAMARK
SOLEShares2.13M
TypeSH
Market value$81.74M
9.23%
Sole
2.13M
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares1.75M
TypeSH
Market value$58.93M
6.65%
Sole
1.75M
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares1.49M
TypeSH
Market value$51.18M
5.78%
Sole
1.49M
Shared
0.00
None
0.00
RESIDEO TECHNOLOGIES INC
SOLEShares965.94K
TypeSH
Market value$41.71M
4.71%
Sole
965.94K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares137K
TypeSH
Market value$8.90M
1.01%
Sole
137K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACUREN CORPSOLE | COM | 14.57M | SH | $193.91M 21.89% | 14.57M | 0.00 | 0.00 |
Grifols SASOLE | SP ADR REP B NVT | 17.45M | SH | $173.83M 19.63% | 17.45M | 0.00 | 0.00 |
KBR INCSOLE | COM | 3.18M | SH | $150.51M 16.99% | 3.18M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 771.58K | SH | $124.96M 14.11% | 771.58K | 0.00 | 0.00 |
ARAMARKSOLE | COM | 2.13M | SH | $81.74M 9.23% | 2.13M | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 1.75M | SH | $58.93M 6.65% | 1.75M | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 1.49M | SH | $51.18M 5.78% | 1.49M | 0.00 | 0.00 |
RESIDEO TECHNOLOGIES INCSOLE | COM | 965.94K | SH | $41.71M 4.71% | 965.94K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 137K | SH | $8.90M 1.01% | 137K | 0.00 | 0.00 |