Filed: 8/14/2026ACC: 0001472850-26-000007
📋 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 $911.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$911.48M
Total AUM (reported)
62.23M
Total Shares
Allocation by class
COM$304.14M33.4%
SHS$178.33M19.6%
SP ADR REP B NVT$139.76M15.3%
COM NEW$138.72M15.2%
COM CL A$119.52M13.1%
CALL$30.09M3.3%
SHS BEN INT$912.4K0.1%
Portfolio Concentration
Top 3$431.68M47.4%
4–10$474.08M52.0%
11–25$5.71M0.6%
Top 3 weight
47.4%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 62.23M
Sole
Full voting authority
62.23M
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:
TIC SOLUTIONS INC
SOLEShares21.31M
TypeSH
Market value$172.40M
18.91%
Sole
21.31M
Shared
0.00
None
0.00
GRIFOLS S A
SOLEShares19.74M
TypeSH
Market value$139.76M
15.33%
Sole
19.74M
Shared
0.00
None
0.00
MILLROSE PPTYS INC
SOLEShares3.98M
TypeSH
Market value$119.52M
13.11%
Sole
3.98M
Shared
0.00
None
0.00
CNH INDL N V
SOLEShares9.52M
TypeSH
Market value$106.94M
11.73%
Sole
9.52M
Shared
0.00
None
0.00
ARAMARK
SOLEShares1.79M
TypeSH
Market value$102.12M
11.20%
Sole
1.79M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares590.43K
TypeSH
Market value$86.24M
9.46%
Sole
590.43K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares1.31M
TypeSH
Market value$70.02M
7.68%
Sole
1.31M
Shared
0.00
None
0.00
TRIMAS CORP
SOLEShares1.17M
TypeSH
Market value$52.48M
5.76%
Sole
1.17M
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares1.43M
TypeSH
Market value$29.62M
3.25%
Sole
1.43M
Shared
0.00
None
0.00
SM ENERGY COMPANY
SOLEShares1.02M
TypeSH
Market value$26.67M
2.93%
Sole
1.02M
Shared
0.00
None
0.00
CNH INDL N V
SOLEShares304.60K
TypeSH
Market value$3.42M
0.38%
Sole
304.60K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN
SOLEShares27K
TypeSH
Market value$1.38M
0.15%
Sole
27K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares27.41K
TypeSH
Market value$912.4K
0.10%
Sole
27.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TIC SOLUTIONS INCSOLE | COM | 21.31M | SH | $172.40M 18.91% | 21.31M | 0.00 | 0.00 |
GRIFOLS S ASOLE | SP ADR REP B NVT | 19.74M | SH | $139.76M 15.33% | 19.74M | 0.00 | 0.00 |
MILLROSE PPTYS INCSOLE | COM CL A | 3.98M | SH | $119.52M 13.11% | 3.98M | 0.00 | 0.00 |
CNH INDL N VSOLE | SHS | 9.52M | SH | $106.94M 11.73% | 9.52M | 0.00 | 0.00 |
ARAMARKSOLE | COM | 1.79M | SH | $102.12M 11.20% | 1.79M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 590.43K | SH | $86.24M 9.46% | 590.43K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 1.31M | SH | $70.02M 7.68% | 1.31M | 0.00 | 0.00 |
TRIMAS CORPSOLE | COM NEW | 1.17M | SH | $52.48M 5.76% | 1.17M | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 1.43M | SH | $29.62M 3.25% | 1.43M | 0.00 | 0.00 |
SM ENERGY COMPANYSOLE | CALL | 1.02M | SH | $26.67M 2.93% | 1.02M | 0.00 | 0.00 |
CNH INDL N VSOLE | CALL | 304.60K | SH | $3.42M 0.38% | 304.60K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 27K | SH | $1.38M 0.15% | 27K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 27.41K | SH | $912.4K 0.10% | 27.41K | 0.00 | 0.00 |