PERMIAN INVESTMENT PARTNERS, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TIC | 21.95M | $144.40M |
 | GRFS | 19.35M | $155.22M |
 | MRP | 3.88M | $108.62M |
 | ARMK | 2.46M | $99.84M |
 | REZI | 1.93M | $65.02M |
 | AMTM | 1.57M | $40.87M |
 | TRS | 1.20M | $43.22M |
 | AMRZ | 950K | $53.22M |
 | NRG | 920K | $134.45M |
TIC Solutions, Inc.
TIC
Shares Held
21.95M
Value
$144.40M
Grifols, S.A.
GRFS
Shares Held
19.35M
Value
$155.22M
Millrose Properties, Inc.
MRP
Shares Held
3.88M
Value
$108.62M
Aramark
ARMK
Shares Held
2.46M
Value
$99.84M
Resideo Technologies, Inc.
REZI
Shares Held
1.93M
Value
$65.02M
Amentum Holdings, Inc.
AMTM
Shares Held
1.57M
Value
$40.87M
TriMas Corporation
TRS
Shares Held
1.20M
Value
$43.22M
Amrize Ltd
AMRZ
Shares Held
950K
Value
$53.22M
NRG Energy, Inc.
NRG
Shares Held
920K
Value
$134.45M