Permian Investment Partners, LP
CIK 1472850
13F filing for Q2 2026・No. 2,737
- Holdings
- US$911.48M
- Quarter change
- +US$6.62M
- Entries
- 13
- Net bought (estimate)
- −US$86.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 2
- Cut 5
- Added 4
- Corporate actions 0
- Unchanged 2
Largest holdings
11 stocks worth US$881.38M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TIC SOLUTIONS INCCOM | Cut | 21,310,094 | US$172.4M | 19.56% |
| GRIFOLS S ASP ADR REP B NVT | Added | 19,740,679 | US$139.76M | 15.86% |
| MILLROSE PPTYS INCCOM CL A | Added | 3,977,316 | US$119.52M | 13.56% |
| CNH INDL N VSHS | Added | 9,522,311 | US$106.94M | 12.13% |
| ARMKARAMARKCOM | Cut | 1,794,698 | US$102.12M | 11.59% |
| NRGNRG ENERGY INCCOM NEW | Cut | 590,431 | US$86.24M | 9.78% |
| AMRZAMRIZE LTDSHS | Added | 1,313,663 | US$70.02M | 7.94% |
| TRIMAS CORPCOM NEW | Cut | 1,165,414 | US$52.48M | 5.95% |
| AMTMAMENTUM HOLDINGS INCCOM | Cut | 1,433,028 | US$29.62M | 3.36% |
| FIDELITY WISE ORIGIN BITCOINSHS | Unchanged | 27,000 | US$1.38M | 0.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.