Permian Investment Partners, LP Portfolio Holdings

Permian Investment Partners, LP

  • $624 Million
  • Q3 2025

Permian Investment Partners, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $624 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Grifols Sa with a value of $174M, Kbr, Inc. with a value of $151M, Nrg Energy, Inc. with a value of $125M, Aramark with a value of $81.7M, and A Pi Group Corp with a value of $51.2M.

Examining the 13F form we can see an increase of $107M in the current position value, from $517M to 624M.

Permian Investment Partners, LP is based out at New York, NY

Below you can find more details about Permian Investment Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $624 Million
Industrials: $325 Million
Healthcare: $174 Million
Utilities: $125 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.91B
$174 Million 27.86% of portfolio
17,452,321
Q3 2025 Reduced 6.31%
$5.77B
$151 Million 24.12% of portfolio
3,182,791
Q3 2025 Added 66.4%
$38.8B
$125 Million 20.03% of portfolio
771,582
Q3 2025 Added 25.85%
$9.8B
$81.7 Million 13.1% of portfolio
2,128,657
Q3 2025 Reduced 4.49%
$8.73B
$51.2 Million 8.2% of portfolio
1,489,039
Q3 2025 Added 31.46%
$4.81B
$41.7 Million 6.68% of portfolio
965,936
Q3 2025 New
Acuren Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 50.35%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Millrose Pptys Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 36.59%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $624 Million
  • Prior Value $517 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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