Filed: 5/15/2026ACC: 0001472850-26-000006
📋 What this filing means
PERMIAN INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $904.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$904.86M
Total AUM (reported)
58.10M
Total Shares
Allocation by class
COM$350.12M38.7%
COM NEW$177.67M19.6%
SP ADR REP B NVT$155.22M17.2%
COM CL A$108.62M12.0%
SHS$94.61M10.5%
FTSE EUROPE ETF$17.56M1.9%
SHS BEN INT$1.05M0.1%
Portfolio Concentration
Top 3$434.07M48.0%
4–10$450.58M49.8%
11–25$20.20M2.2%
Top 3 weight
48.0%
Top 10 weight
97.8%
Voting Authority Distribution
Total shares with voting rights: 58.10M
Sole
Full voting authority
58.10M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
GRIFOLS S A
SOLEShares19.35M
TypeSH
Market value$155.22M
17.15%
Sole
19.35M
Shared
0.00
None
0.00
TIC SOLUTIONS INC
SOLEShares21.95M
TypeSH
Market value$144.40M
15.96%
Sole
21.95M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares920K
TypeSH
Market value$134.45M
14.86%
Sole
920K
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares3.88M
TypeSH
Market value$108.62M
12.00%
Sole
3.88M
Shared
0.00
None
0.00
ARAMARK
SOLEShares2.46M
TypeSH
Market value$99.84M
11.03%
Sole
2.46M
Shared
0.00
None
0.00
RESIDEO TECHNOLOGIES INC
SOLEShares1.93M
TypeSH
Market value$65.02M
7.19%
Sole
1.93M
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares950.02K
TypeSH
Market value$53.22M
5.88%
Sole
950.02K
Shared
0.00
None
0.00
TRIMAS CORP
SOLEShares1.20M
TypeSH
Market value$43.22M
4.78%
Sole
1.20M
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares1.57M
TypeSH
Market value$40.87M
4.52%
Sole
1.57M
Shared
0.00
None
0.00
CNH INDL N V
SOLEShares3.62M
TypeSH
Market value$39.80M
4.40%
Sole
3.62M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares213K
TypeSH
Market value$17.56M
1.94%
Sole
213K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN
SOLEShares27K
TypeSH
Market value$1.59M
0.18%
Sole
27K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares27.41K
TypeSH
Market value$1.05M
0.12%
Sole
27.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GRIFOLS S ASOLE | SP ADR REP B NVT | 19.35M | SH | $155.22M 17.15% | 19.35M | 0.00 | 0.00 |
TIC SOLUTIONS INCSOLE | COM | 21.95M | SH | $144.40M 15.96% | 21.95M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 920K | SH | $134.45M 14.86% | 920K | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 3.88M | SH | $108.62M 12.00% | 3.88M | 0.00 | 0.00 |
ARAMARKSOLE | COM | 2.46M | SH | $99.84M 11.03% | 2.46M | 0.00 | 0.00 |
RESIDEO TECHNOLOGIES INCSOLE | COM | 1.93M | SH | $65.02M 7.19% | 1.93M | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 950.02K | SH | $53.22M 5.88% | 950.02K | 0.00 | 0.00 |
TRIMAS CORPSOLE | COM NEW | 1.20M | SH | $43.22M 4.78% | 1.20M | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 1.57M | SH | $40.87M 4.52% | 1.57M | 0.00 | 0.00 |
CNH INDL N VSOLE | SHS | 3.62M | SH | $39.80M 4.40% | 3.62M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 213K | SH | $17.56M 1.94% | 213K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 27K | SH | $1.59M 0.18% | 27K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 27.41K | SH | $1.05M 0.12% | 27.41K | 0.00 | 0.00 |