Permian Investment Partners as of Sept. 30, 2025
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Acuren Corporation (TIC) | 21.9 | $194M | 15M | 13.31 | |
| Grifols SA Sp Adr Rep B Nvt (GRFS) | 19.6 | $174M | 18M | 9.96 | |
| KBR (KBR) | 17.0 | $151M | 3.2M | 47.29 | |
| Nrg Energy Com New (NRG) | 14.1 | $125M | 772k | 161.95 | |
| Aramark Hldgs (ARMK) | 9.2 | $82M | 2.1M | 38.40 | |
| Millrose Pptys Com Cl A (MRP) | 6.7 | $59M | 1.8M | 33.61 | |
| Api Group Corp Com Stk (APG) | 5.8 | $51M | 1.5M | 34.37 | |
| Resideo Technologies (REZI) | 4.7 | $42M | 966k | 43.18 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.0 | $8.9M | 137k | 65.00 |
