PERMIAN INVESTMENT PARTNERS, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TIC | 19.17M | $193.79M |
 | GRFS | 18.19M | $170.08M |
 | MRP | 3.79M | $113.34M |
 | REZI | 2.47M | $86.90M |
 | ARMK | 1.95M | $71.86M |
 | APG | 1.50M | $57.39M |
 | AMRZ | 983K | $53.17M |
 | TRS | 823K | $29.19M |
 | NRG | 625K | $99.53M |
TIC Solutions, Inc.
TIC
Shares Held
19.17M
Value
$193.79M
Grifols, S.A.
GRFS
Shares Held
18.19M
Value
$170.08M
Millrose Properties, Inc.
MRP
Shares Held
3.79M
Value
$113.34M
Resideo Technologies, Inc.
REZI
Shares Held
2.47M
Value
$86.90M
Aramark
ARMK
Shares Held
1.95M
Value
$71.86M
APi Group Corporation
APG
Shares Held
1.50M
Value
$57.39M
Amrize Ltd
AMRZ
Shares Held
983K
Value
$53.17M
TriMas Corporation
TRS
Shares Held
823K
Value
$29.19M
NRG Energy, Inc.
NRG
Shares Held
625K
Value
$99.53M