Permian Investment Partners as of March 31, 2026
Portfolio Holdings for Permian Investment Partners
Permian Investment Partners holds 13 positions in its portfolio as reported in the March 2026 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) | 17.2 | $155M | 19M | 8.02 | |
| Acuren Corporation (TIC) | 16.0 | $144M | 22M | 6.58 | |
| Nrg Energy Com New (NRG) | 14.9 | $134M | 920k | 146.14 | |
| Millrose Pptys Com Cl A (MRP) | 12.0 | $109M | 3.9M | 28.00 | |
| Aramark Hldgs (ARMK) | 11.0 | $100M | 2.5M | 40.54 | |
| Resideo Technologies (REZI) | 7.2 | $65M | 1.9M | 33.71 | |
| Amrize SHS (AMRZ) | 5.9 | $53M | 950k | 56.02 | |
| Trimas Corp Com New (TRS) | 4.8 | $43M | 1.2M | 35.94 | |
| Amentum Holdings (AMTM) | 4.5 | $41M | 1.6M | 26.08 | |
| Cnh Indl N V SHS (CNH) | 4.4 | $40M | 3.6M | 11.00 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.9 | $18M | 213k | 82.43 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.6M | 27k | 59.03 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.1M | 27k | 38.42 |
