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Permian Investment Partners, LP: GRFS position timeline

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

Permian Investment Partners, LP held 19,740,679 GRFS 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 19,740,679 shares
    Change vs previous 13F +386,000 shares

    15.86% of the 13F portfolio, value $139,764,007.

    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 19,354,679 shares
    Change vs previous 13F +1,164,417 shares

    17.15% of the 13F portfolio, value $155,224,526.

    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 18,190,262 shares
    Change vs previous 13F +737,941 shares

    19.27% of the 13F portfolio, value $170,078,950.

    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 17,452,321 shares
    Change vs previous 13F -1,175,000 shares

    19.63% of the 13F portfolio, value $173,825,117.

    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 18,627,321 shares
    Change vs previous 13F +546,000 shares

    23.95% of the 13F portfolio, value $168,390,982.

    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 18,081,321 shares
    Change vs previous 13F +1,894,000 shares

    19.25% of the 13F portfolio, value $128,558,192.

    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 16,187,321 shares
    Change vs previous 13F +3,853,822 shares

    21.69% of the 13F portfolio, value $120,433,668.

    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 12,333,499 shares
    Change vs previous 13F not available

    16.06% of the 13F portfolio, value $109,521,471.

    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).