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Disclosery

Permian Investment Partners, LP: ARMK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Permian Investment Partners, LP on ARMK, newest first. How the timeline and the estimate are built.

Permian Investment Partners, LP held 1,794,698 ARMK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,794,698 shares
    Change vs previous 13F -667,959 shares

    11.59% of the 13F portfolio, value $102,118,316.

    13F-HR 0001472850-26-000007 filed by Permian Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,462,657 shares
    Change vs previous 13F +513,000 shares

    11.03% of the 13F portfolio, value $99,836,115.

    13F-HR 0001472850-26-000006 filed by Permian Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,949,657 shares
    Change vs previous 13F -179,000 shares

    8.14% of the 13F portfolio, value $71,864,357.

    13F-HR 0001472850-26-000002 filed by Permian Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,128,657 shares
    Change vs previous 13F -100,000 shares

    9.23% of the 13F portfolio, value $81,740,429.

    13F-HR 0001472850-25-000009 filed by Permian Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,228,657 shares
    Change vs previous 13F +128,526 shares

    13.27% of the 13F portfolio, value $93,313,869.

    13F-HR 0001472850-25-000007 filed by Permian Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,100,131 shares
    Change vs previous 13F -400,473 shares

    10.85% of the 13F portfolio, value $72,496,522.

    13F-HR 0001913545-25-000005 filed by Permian Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,500,604 shares
    Change vs previous 13F -1,315,510 shares

    16.8% of the 13F portfolio, value $93,297,535.

    13F-HR 0001472850-25-000003 filed by Permian Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,816,114 shares
    Change vs previous 13F not available

    21.67% of the 13F portfolio, value $147,798,095.

    13F-HR 0001472850-24-000004 filed by Permian Investment Partners, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).