Q3 2025 · 13F-HR
Permian Investment Partners, LPholdings as filed
Filed 2025-11-14 · accession 0001472850-25-000009
$885.7M
Reported value
9
Positions
2025-09-30
Period end
The Brief · Permian Investment Partners, LP · Q3 2025
AI · grounded in 13F
Permian Investment Partners, LP established a new position in ACUREN CORP TIC valued at $193.9M. The fund also initiated new stakes in Grifols SA GRFS for $173.8M and KBR INC KBR for $150.5M. Additional new positions include NRG ENERGY INC NRG, ARAMARK ARMK, and MILLROSE PPTYS INC MRP.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 00510N102 | TIC | ACUREN CORP | $193.9M | 21.9% | 14,568,818 | Common | SOLE |
| 398438408 | GRFS | Grifols SA | $173.8M | 19.6% | 17,452,321 | Common | SOLE |
| 48242W106 | KBR | KBR INC | $150.5M | 17.0% | 3,182,791 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $125.0M | 14.1% | 771,582 | Common | SOLE |
| 03852U106 | ARMK | ARAMARK | $81.7M | 9.23% | 2,128,657 | Common | SOLE |
| 601137102 | MRP | MILLROSE PPTYS INC | $58.9M | 6.65% | 1,753,412 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $51.2M | 5.78% | 1,489,039 | Common | SOLE |
| 76118Y104 | REZI | RESIDEO TECHNOLOGIES INC | $41.7M | 4.71% | 965,936 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $8.9M | 1.01% | 137,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.