The Analysis of Permian Investment Partners, LP's Holdings


Currently, Permian Investment Partners, LP holds 9 types of securities in its portfolio with a total value $885.7M. In the most recent quarter, they have increased their positions in TIC (+4.9M shares, valued at $64.9M), KBR (+1.3M shares, valued at $60.1M), REZI (+965.9K shares, valued at $41.7M); decreased their positions in MRP (-1.0M shares, valued at $34.0M), GRFS (-1.2M shares, valued at $11.7M), ARMK (-100.0K shares, valued at $3.8M); initiated new positions in REZI (+965.9K shares, valued at $41.7M), IBIT (+137.0K shares, valued at $8.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TIC ACUREN CORP14.6M shares50.35%2025-09-302025-11-14history
GRFS Grifols SA17.5M shares-6.31%2025-09-302025-11-14history
KBR KBR INC3.2M shares66.40%2025-09-302025-11-14history
NRG NRG ENERGY INC771.6K shares25.85%2025-09-302025-11-14history
ARMK ARAMARK2.1M shares-4.49%2025-09-302025-11-14history
MRP MILLROSE PPTYS INC1.8M shares-36.59%2025-09-302025-11-14history
APG API GROUP CORP1.5M shares31.46%2025-09-302025-11-14history
REZI RESIDEO TECHNOLOGIES INC965.9K sharesnew addition2025-09-302025-11-14history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF137.0K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available