account_balance
Investment manager · 13F filer · SEC CIK 1472850
Permian Investment Partners, LP
Reported value$881Mas of Jun 30, 2026
Positions11 0 new, 2 sold out
Top 10 weight99.9%TIC alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
TICTic Solutions Inc
19.6%Trimmed −3%
GRFSGrifols S A
15.9%
MRPMillrose Pptys Inc
13.6%Added +3%
CNHCNH Indl N V
12.1%Added +163%
ARMKAramark
11.6%Trimmed −27%
NRGNRG Energy Inc
9.8%Trimmed −36%
AMRZAmrize Ltd
7.9%Added +38%
TRSTrimas Corp
6.0%Trimmed −3%
AMTMAmentum Holdings Inc
3.4%Trimmed −9%
TICTic Solutions Inc
19.6%Trimmed −3%
GRFSGrifols S A
15.9%
MRPMillrose Pptys Inc
13.6%Added +3%
CNHCNH Indl N V
12.1%Added +163%
ARMK11.6%NRG9.8%AMRZ7.9%TRS6.0%AMTM3.4%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
TIC Tic Solutions Inc 19.6% Trimmed −3%GRFS Grifols S A 15.9% HeldMRP Millrose Pptys Inc 13.6% Added +3%CNH CNH Indl N V 12.1% Added +163%ARMK Aramark 11.6% Trimmed −27%NRG NRG Energy Inc 9.8% Trimmed −36%AMRZ Amrize Ltd 7.9% Added +38%TRS Trimas Corp 6.0% Trimmed −3%AMTM Amentum Holdings Inc 3.4% Trimmed −9%FBTC Fidelity Wise Origin Bitcoin 0.2% HeldIBIT iShares Bitcoin Trust ETF 0.1% Held
What changed