Permian Investment Partners, LP

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$682M
Signature - Title
Britton Brown - Chief Financial Officer and Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Permian Investment Partners, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Permian Investment Partners, LP reported 6 stock holdings with total value $682M as of Q3 2024. Top holdings included NRG, ARMK, KBR, GRFS, and APG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 6 $682M +$21.8M -$131M -$109M NRG, ARMK, KBR, GRFS, APG 13F-HR 11/14/2024, 10:49 AM
Q2 2024 7 $701M +$12.9M -$102M -$89.4M ARMK, KBR, NRG, GRFS, GE 13F-HR 8/14/2024, 03:51 PM
Q1 2024 8 $775M +$280M -$307M -$26.1M ARMK, KBR, NRG, GRFS, GE 13F-HR 5/15/2024, 11:53 AM
Q4 2023 9 $683M +$142M -$230M -$87.8M NRG, KBR, ARMK, APG, GLNG 13F-HR 2/14/2024, 03:49 PM
Q3 2023 8 $657M +$81.9M -$49.8M +$32M NRG, KBR, AON, APG, GLNG 13F-HR 11/14/2023, 10:07 AM
Q2 2023 8 $605M +$88.9M -$70M +$18.9M NRG, KBR, APG, CCJ, AON 13F-HR 8/14/2023, 01:30 PM
Q1 2023 8 $520M +$78.8M -$88.4M -$9.58M NRG, APG, KBR, CCJ, GLNG 13F-HR 5/15/2023, 09:38 AM
Q4 2022 11 $488M +$92.6M -$79M +$13.6M NRG, APG, KBR, GLNG, CCJ 13F-HR 2/14/2023, 10:14 AM
Q3 2022 16 $552M +$103M -$173M -$70.4M ALIT, NRG, APG, GLNG, KBR 13F-HR 11/14/2022, 11:27 AM
Q2 2022 12 $609M +$138M -$175M -$36.9M NRG, GLNG, APG, WSC, ALIT 13F-HR 8/15/2022, 11:05 AM
Q1 2022 14 $812M +$66.3M -$184M -$117M NRG, DVN, APG, WSC, VLRS 13F-HR 5/13/2022, 12:47 PM
Q4 2021 51 $944M +$133M -$268M -$135M NRG, DVN, APG, WSC, BHC 13F-HR 2/14/2022, 04:15 PM
Q3 2021 8 $959M +$100M -$75.1M +$25.3M NRG, DVN, WSC, APG, VLRS 13F-HR 11/15/2021, 04:01 PM
Q2 2021 9 $876M +$84.7M -$66.9M +$17.8M NRG, DVN, WSC, APG, BHC 13F-HR 8/16/2021, 04:01 PM
Q1 2021 10 $802M +$274M -$261M +$13.7M NRG, WSC, DVN, APG, BHC 13F-HR 5/17/2021, 04:01 PM
Q4 2020 7 $669M +$129M -$116M +$13.1M NRG, WSC, BHC, KBR, APG 13F-HR 2/16/2021, 04:22 PM
Q3 2020 8 $507M +$126M -$188M -$62.7M WSC, NRG, ARMK, BHC, APG 13F-HR 11/16/2020, 04:08 PM
Q2 2020 9 $553M +$207M -$120M +$86.4M APG, NRG, ARMK, BHC, WTW 13F-HR 8/14/2020, 04:18 PM
Q1 2020 9 $414M +$264M -$176M +$87.2M NRG, ICE, ARMK, WTW, VST 13F-HR 5/15/2020, 04:08 PM
Q4 2019 7 $402M $0 -$88.3M -$88.3M GDDY, WH, WTW, NRG, AON 13F-HR 2/14/2020, 04:09 PM
Q3 2019 8 $461M +$49.8M -$42M +$7.87M WTW, GDDY, WH, NRG, AON 13F-HR 11/14/2019, 04:13 PM
Q2 2019 9 $456M +$119M -$231M -$111M WTW, GDDY, WH, NRG, AON 13F-HR 8/14/2019, 04:05 PM
Q1 2019 8 $550M +$212M -$290M -$78.4M AON, WTW, GDDY, NRG, HAIN 13F-HR 5/15/2019, 04:05 PM
Q4 2018 10 $600M +$230M -$190M +$39.9M AVGO, AON, DWDP, NRG, WH 13F-HR 2/14/2019, 04:07 PM
Q3 2018 11 $605M +$149M -$309M -$160M AON, BPMP, DWDP, AVGO, DOV 13F-HR 11/14/2018, 04:07 PM
Q2 2018 13 $753M +$229M -$227M +$2.81M USFD, WTW, BPMP, NRG, AON 13F-HR 8/14/2018, 04:10 PM
Q1 2018 12 $734M +$87.6M -$152M -$64.3M USFD, NRG, SEE, WTW, SRC 13F-HR 5/15/2018, 04:11 PM
Q4 2017 14 $811M +$282M -$141M +$141M NRG, SEE, BPMP, WTW, FLIR 13F-HR 2/14/2018, 04:11 PM
Q3 2017 15 $628M +$194M -$393M -$199M NRG, WTW, SEE, FLIR, TSU 13F-HR 11/14/2017, 05:08 PM
Q2 2017 13 $754M +$162M -$89.3M +$73.2M SEE, AON, NRG, SHW, CSX 13F-HR 8/14/2017, 04:51 PM
Q1 2017 11 $641M +$213M -$259M -$45.8M SEE, AON, NRG, SHW, AVGO 13F-HR 5/15/2017, 04:34 PM
Q4 2016 14 $662M +$220M -$105M +$115M SEE, AVGO, AON, AMRI, INCR 13F-HR 2/14/2017, 04:27 PM
Q3 2016 15 $522M +$112M -$190M -$78.5M SEE, RACE, AVGO, AON, AMRI 13F-HR 11/14/2016, 05:39 PM
Q2 2016 14 $549M +$204M -$332M -$127M AVGO, INCR, ZAYO, SEE, QSR 13F-HR 8/15/2016, 04:25 PM
Q1 2016 22 $668M +$283M -$206M +$77.4M WTW, ZAYO, QSR, AVGO, SEE 13F-HR 5/16/2016, 04:29 PM
Q4 2015 22 $631M +$289M -$105M +$184M LIVN, SEE, QSR, ZAYO, AVGO 13F-HR 2/16/2016, 04:32 PM
Q3 2015 16 $421M +$153M -$185M -$31.9M AVGO, ZAYO, SEE, QSR, CYBX 13F-HR 11/16/2015, 04:15 PM
Q2 2015 12 $494M +$267M -$30.4M +$237M ENDPQ, SEE, VGK, QSR, CYBX Restatement 8/20/2015, 08:23 AM
Q1 2015 12 $257M +$68.6M -$73.2M -$4.63M ENDPQ, KRFT, SEE, AMRI, BLKB 13F-HR 5/15/2015, 04:22 PM
Q4 2014 13 $234M +$93.9M -$24.3M +$69.5M ENDPQ, SEE, AMRI, TRCO, B108PS 13F-HR 2/17/2015, 04:28 PM
Q3 2014 8 $161M +$22.4M -$14.8M +$7.54M ENDPQ, SEE, AMRI, ESL, BLKB 13F-HR 11/13/2014, 04:25 PM
Q2 2014 8 $151M +$27.8M -$24.5M +$3.37M ENDPQ, SEE, ESL, AMRI, TDG 13F-HR 8/14/2014, 05:08 PM
Q1 2014 8 $146M +$93M -$64.1M +$28.9M ENDPQ, TDG, SEE, ESL, FRX 13F-HR 4/10/2014, 04:05 PM
Q4 2013 7 $113M $0 $0 ENDP, TDG, SEE, GRFS, DVA 13F-HR 2/14/2014, 04:19 PM