Permian Investment Partners as of March 31, 2025
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 18.3 | $129M | 18M | 7.11 | |
| KBR (KBR) | 17.0 | $120M | 2.4M | 49.81 | |
| Api Group Corp Com Stk (APG) | 14.6 | $102M | 2.9M | 35.76 | |
| Nrg Energy Com New (NRG) | 13.9 | $98M | 1.0M | 95.46 | |
| Acuren Corporation (TIC) | 13.5 | $95M | 8.5M | 11.12 | |
| Aramark Hldgs (ARMK) | 10.3 | $73M | 2.1M | 34.52 | |
| Millrose Pptys Com Cl A (MRP) | 5.3 | $37M | 1.4M | 26.51 | |
| KBR Call Call Option | 4.4 | $31M | 615k | 49.81 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.2 | $15M | 220k | 70.21 | |
| Onewater Marine Put Put Option | 0.6 | $3.9M | 241k | 16.18 | |
| Grifols S A Call Call Option | 0.1 | $427k | 60k | 7.11 |
