Filed: 2/13/2026ACC: 0001472850-26-000002
📋 What this filing means
PERMIAN INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $882.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$882.73M
Total AUM (reported)
49.63M
Total Shares
Allocation by class
COM$352.56M39.9%
SP ADR REP B NVT$170.08M19.3%
COM NEW$128.72M14.6%
COM CL A$113.34M12.8%
SHS$57.74M6.5%
COM STK$57.39M6.5%
SHS BEN INT$2.90M0.3%
Portfolio Concentration
Top 3$477.20M54.1%
4–10$402.62M45.6%
11–25$2.90M0.3%
Top 3 weight
54.1%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 49.63M
Sole
Full voting authority
49.63M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
TIC SOLUTIONS INC
SOLEShares19.17M
TypeSH
Market value$193.79M
21.95%
Sole
19.17M
Shared
0.00
None
0.00
GRIFOLS S A
SOLEShares18.19M
TypeSH
Market value$170.08M
19.27%
Sole
18.19M
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares3.79M
TypeSH
Market value$113.34M
12.84%
Sole
3.79M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares625K
TypeSH
Market value$99.53M
11.27%
Sole
625K
Shared
0.00
None
0.00
RESIDEO TECHNOLOGIES INC
SOLEShares2.47M
TypeSH
Market value$86.90M
9.85%
Sole
2.47M
Shared
0.00
None
0.00
ARAMARK
SOLEShares1.95M
TypeSH
Market value$71.86M
8.14%
Sole
1.95M
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares1.50M
TypeSH
Market value$57.39M
6.50%
Sole
1.50M
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares983.17K
TypeSH
Market value$53.17M
6.02%
Sole
983.17K
Shared
0.00
None
0.00
TRIMAS CORP
SOLEShares823.48K
TypeSH
Market value$29.19M
3.31%
Sole
823.48K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN
SOLEShares60K
TypeSH
Market value$4.57M
0.52%
Sole
60K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares58.41K
TypeSH
Market value$2.90M
0.33%
Sole
58.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TIC SOLUTIONS INCSOLE | COM | 19.17M | SH | $193.79M 21.95% | 19.17M | 0.00 | 0.00 |
GRIFOLS S ASOLE | SP ADR REP B NVT | 18.19M | SH | $170.08M 19.27% | 18.19M | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 3.79M | SH | $113.34M 12.84% | 3.79M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 625K | SH | $99.53M 11.27% | 625K | 0.00 | 0.00 |
RESIDEO TECHNOLOGIES INCSOLE | COM | 2.47M | SH | $86.90M 9.85% | 2.47M | 0.00 | 0.00 |
ARAMARKSOLE | COM | 1.95M | SH | $71.86M 8.14% | 1.95M | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 1.50M | SH | $57.39M 6.50% | 1.50M | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 983.17K | SH | $53.17M 6.02% | 983.17K | 0.00 | 0.00 |
TRIMAS CORPSOLE | COM NEW | 823.48K | SH | $29.19M 3.31% | 823.48K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 60K | SH | $4.57M 0.52% | 60K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 58.41K | SH | $2.90M 0.33% | 58.41K | 0.00 | 0.00 |