Permian Investment Partners, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $536 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Grifols Sa with a value of $129M, Kbr, Inc. with a value of $120M, A Pi Group Corp with a value of $102M, Nrg Energy, Inc. with a value of $97.5M, and Aramark with a value of $72.5M.

Examining the 13F form we can see an decrease of $19.2M in the current position value, from $555M to 536M.

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 $536 Million
Industrials: $295 Million
Healthcare: $129 Million
Utilities: $97.5 Million
ETFs: $15.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $536 Million
  • Prior Value $555 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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