Permian Investment Partners as of Dec. 31, 2025
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Acuren Corporation (TIC) | 22.0 | $194M | 19M | 10.11 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 19.3 | $170M | 18M | 9.35 | |
| Millrose Pptys Com Cl A (MRP) | 12.8 | $113M | 3.8M | 29.87 | |
| Nrg Energy Com New (NRG) | 11.3 | $100M | 625k | 159.24 | |
| Resideo Technologies (REZI) | 9.8 | $87M | 2.5M | 35.12 | |
| Aramark Hldgs (ARMK) | 8.1 | $72M | 1.9M | 36.86 | |
| Api Group Corp Com Stk (APG) | 6.5 | $57M | 1.5M | 38.26 | |
| Amrize SHS (AMRZ) | 6.0 | $53M | 983k | 54.08 | |
| Trimas Corp Com New (TRS) | 3.3 | $29M | 824k | 35.45 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $4.6M | 60k | 76.23 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $2.9M | 58k | 49.65 |
