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13F-HR filed by Permian Investment Partners, LP

Permian Investment Partners, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 13 holding rows worth $904,857,455.

Accession
0001472850-26-000006
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 13 entries on the cover page, a total value of $904,857,455 stated on the cover page (in dollars after the unit check, H1), rows summing to $904,857,455 with VALUE read as dollars as filed, 13F file number 028-16039. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
GRIFOLS S A398438408SP ADR REP B NVT19,354,679$155,224,526dollars as filed
ACUREN CORP00510N102COM21,945,094$144,398,719dollars as filed
NRG ENERGY INC COM NEW629377508Stock920,000$134,448,800dollars as filed
MILLROSE PPTYS INC COM CL A601137102REIT3,879,312$108,620,736dollars as filed
ARAMARK COM03852U106Stock2,462,657$99,836,115dollars as filed
RESIDEO TECHNOLOGIES INC COM76118Y104Stock1,928,882$65,022,612dollars as filed
AMRIZE LTD SHSH2927K103Stock950,020$53,220,120dollars as filed
TRIMAS CORP896215209COM NEW1,202,500$43,217,850dollars as filed
AMENTUM HOLDINGS INC COM023939101Stock1,567,000$40,867,360dollars as filed
CNH INDL N V SHSN20944109Stock3,617,840$39,796,240dollars as filed
Vanguard FTSE Europe ETF922042874SHS213,000$17,557,590dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS27,000$1,593,810dollars as filed
IShares Bitcoin Trust Registered46438F101SHS27,407$1,052,977dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001472850-26-000006this filing2026-05-15acceptance time not in the bulk data set