Permian Investment Partners, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Permian Investment Partners, LP disclosed 6 US equity positions worth $682.0m in its Q3 2024 13F filing. The largest position was NRG at 21.8% of the reported book, followed by ARMK and KBR.
What did Permian Investment Partners, LP own in Q3 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NRG NRG ENERGY INC | Utilities | 21.8% | $148.6m | 1,631,436 | – | |
| 2 | ARMK ARAMARK | Industrials | 21.7% | $147.8m | 3,816,114 | – | |
| 3 | KBR KBR INC | Industrials | 21.5% | $147.0m | 2,256,604 | – | |
| 4 | GRFS GRIFOLS S A | Healthcare | 16.1% | $109.5m | 12,333,499 | – | |
| 5 | APG API GROUP CORP | Industrials | 9.7% | $66.4m | 2,010,622 | – | |
| 6 | GE GE AEROSPACE | Industrials | 9.2% | $62.7m | 332,691 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.