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13F-HR filed by Permian Investment Partners, LP

Permian Investment Partners, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 13 holding rows worth $911,476,340.

Accession
0001472850-26-000007
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 13 entries on the cover page, a total value of $911,476,340 stated on the cover page (in dollars after the unit check, H1), rows summing to $911,476,340 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
ACUREN CORP00510N102COM21,310,094$172,398,660dollars as filed
GRIFOLS S A398438408SP ADR REP B NVT19,740,679$139,764,007dollars as filed
MILLROSE PPTYS INC COM CL A601137102REIT3,977,316$119,518,346dollars as filed
CNH INDL N V SHSN20944109Stock9,522,311$106,935,553dollars as filed
ARAMARK COM03852U106Stock1,794,698$102,118,316dollars as filed
NRG ENERGY INC COM NEW629377508Stock590,431$86,238,352dollars as filed
AMRIZE LTD SHSH2927K103Stock1,313,663$70,018,238dollars as filed
TRIMAS CORP896215209COM NEW1,165,414$52,478,592dollars as filed
AMENTUM HOLDINGS INC COM023939101Stock1,433,028$29,620,689dollars as filed
SM ENERGY COMPANY78454L900CALL1,022,000$26,674,200dollars as filedcall
CNH INDL N VN20944909CALL304,600$3,420,658dollars as filedcall
Fidelity Wise Origin Bitcoin Fund315948109SHS27,000$1,378,350dollars as filed
IShares Bitcoin Trust Registered46438F101SHS27,407$912,379dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001472850-26-000007this filing2026-08-14acceptance time not in the bulk data set