PERMIAN INVESTMENT PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRFS | 17.45M | $173.83M |
 | TIC | 14.57M | $193.91M |
 | KBR | 3.18M | $150.51M |
 | ARMK | 2.13M | $81.74M |
 | MRP | 1.75M | $58.93M |
 | APG | 1.49M | $51.18M |
 | REZI | 966K | $41.71M |
 | NRG | 772K | $124.96M |
Grifols, S.A.
GRFS
Shares Held
17.45M
Value
$173.83M
TIC Solutions, Inc.
TIC
Shares Held
14.57M
Value
$193.91M
KBR, Inc.
KBR
Shares Held
3.18M
Value
$150.51M
Aramark
ARMK
Shares Held
2.13M
Value
$81.74M
Millrose Properties, Inc.
MRP
Shares Held
1.75M
Value
$58.93M
APi Group Corporation
APG
Shares Held
1.49M
Value
$51.18M
Resideo Technologies, Inc.
REZI
Shares Held
966K
Value
$41.71M
NRG Energy, Inc.
NRG
Shares Held
772K
Value
$124.96M