Permian Investment Partners, LP

CIK Number: 0001472850

912.98M
Market Value
9
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 GRFS Grifols, S.A.
10.20
-3.59% 18.08M +11.70% 128.56M 6.86 18.29% Share
2 KBR KBR, Inc.
49.88
+0.19% 2.4M +32.78% 119.66M 49.93 17.02% Share
3 APG APi Group Corpo...
35.35
-0.52% 2.86M -6.16% 102.37M 23.16 14.56% Share
4 NRG NRG Energy, Inc...
148.34
-1.4% 1.02M -27.42% 97.47M 40.16 13.87% Share
5 TIC Acuren Corporat...
9.95
+2.26% 8.53M +100.00% 94.86M 11.12 13.50% Share
6 ARMK Aramark
39.44
+0.25% 2.1M -16.02% 72.5M 30.28 10.31% Share
7 MRP Millrose Proper...
32.48
+2.11% 1.4M +100.00% 37.04M 26.51 5.27% Share
8 VGK Vanguard Europe...
78.97
+0.21% 220K +100.00% 15.45M 70.21 2.20% Share
9 ONEW OneWater Marine...
17.15
+0.53% 241.2K -46.34% 3.9M 25.53 0.56% Put