Notify me when Permian Investment Partners, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 11 | $882,726,123 | +$254,698,186 | -$184,355,987 | +$70,342,199 | TIC, GRFS, MRP, NRG, REZI | 13F-HR | 13 Feb 2026, 16:13 |
| Q3 2025 | 9 | $885,672,968 | +$213,528,407 | -$57,291,901 | +$156,236,506 | TIC, GRFS, KBR, NRG, ARMK | 13F-HR | 14 Nov 2025, 10:29 |
| Q2 2025 | 8 | $703,232,148 | +$62,109,405 | -$186,595,811 | -$124,486,406 | GRFS, TIC, NRG, ARMK, KBR | 13F-HR | 14 Aug 2025, 10:53 |
| Q1 2025 | 8 | $667,899,705 | +$190,354,580 | -$57,371,285 | +$132,983,295 | GRFS, KBR, APG, NRG, TIC | 13F-HR | 15 May 2025, 10:50 |
| Q4 2024 | 5 | $555,194,529 | +$66,081,236 | -$158,001,320 | -$91,920,084 | NRG, GRFS, APG, KBR, ARMK | 13F-HR | 14 Feb 2025, 17:04 |
| Q3 2024 | 6 | $682,045,612 | +$21,784,980 | -$130,779,461 | -$108,994,481 | NRG, ARMK, KBR, GRFS, APG | 13F-HR | 14 Nov 2024, 10:49 |
| Q2 2024 | 7 | $701,252,365 | +$12,869,487 | -$102,235,340 | -$89,365,853 | ARMK, KBR, NRG, GRFS, GE | 13F-HR | 14 Aug 2024, 15:51 |
| Q1 2024 | 8 | $774,893,698 | +$280,452,660 | -$306,572,978 | -$26,120,318 | ARMK, KBR, NRG, GRFS, GE | 13F-HR | 15 May 2024, 11:53 |
| Q4 2023 | 9 | $682,856,431 | +$141,731,789 | -$229,576,664 | -$87,844,875 | NRG, KBR, ARMK, APG, GLNG | 13F-HR | 14 Feb 2024, 15:49 |
| Q3 2023 | 8 | $656,664,403 | +$81,854,830 | -$49,830,907 | +$32,023,923 | NRG, KBR, AON, APG, GLNG | 13F-HR | 14 Nov 2023, 10:07 |
| Q2 2023 | 8 | $604,601,666 | +$88,934,572 | -$70,022,619 | +$18,911,953 | NRG, KBR, APG, CCJ, AON | 13F-HR | 14 Aug 2023, 13:30 |
| Q1 2023 | 8 | $519,500,847 | +$78,781,104 | -$88,365,683 | -$9,584,579 | NRG, APG, KBR, CCJ, GLNG | 13F-HR | 15 May 2023, 09:38 |
| Q4 2022 | 11 | $487,861,774 | +$92,635,612 | -$79,000,539 | +$13,635,073 | NRG, APG, KBR, GLNG, CCJ | 13F-HR | 14 Feb 2023, 10:14 |
| Q3 2022 | 16 | $551,576,000 | +$102,936,207 | -$173,374,697 | -$70,438,490 | ALIT, NRG, APG, GLNG, KBR | 13F-HR | 14 Nov 2022, 11:27 |
| Q2 2022 | 12 | $608,944,000 | +$137,571,927 | -$174,504,056 | -$36,932,129 | NRG, GLNG, APG, WSC, ALIT | 13F-HR | 15 Aug 2022, 11:05 |
| Q1 2022 | 14 | $812,083,000 | +$66,258,749 | -$183,586,956 | -$117,328,207 | NRG, DVN, APG, WSC, VLRS | 13F-HR | 13 May 2022, 12:47 |
| Q4 2021 | 51 | $944,089,000 | +$132,998,340 | -$268,120,672 | -$135,122,332 | NRG, DVN, APG, WSC, BHC | 13F-HR | 14 Feb 2022, 16:15 |
| Q3 2021 | 8 | $959,131,000 | +$100,384,058 | -$75,133,594 | +$25,250,464 | NRG, DVN, WSC, APG, VLRS | 13F-HR | 15 Nov 2021, 16:01 |
| Q2 2021 | 9 | $876,394,000 | +$84,735,495 | -$66,915,748 | +$17,819,747 | NRG, DVN, WSC, APG, BHC | 13F-HR | 16 Aug 2021, 16:01 |
| Q1 2021 | 10 | $802,192,000 | +$274,436,518 | -$260,719,615 | +$13,716,903 | NRG, WSC, DVN, APG, BHC | 13F-HR | 17 May 2021, 16:01 |
| Q4 2020 | 7 | $668,540,000 | +$128,822,349 | -$115,721,147 | +$13,101,202 | NRG, WSC, BHC, KBR, APG | 13F-HR | 16 Feb 2021, 16:22 |
| Q3 2020 | 8 | $507,212,000 | +$125,643,412 | -$188,295,917 | -$62,652,505 | WSC, NRG, ARMK, BHC, APG | 13F-HR | 16 Nov 2020, 16:08 |
| Q2 2020 | 9 | $553,454,000 | +$206,557,080 | -$120,189,959 | +$86,367,121 | APG, NRG, ARMK, BHC, WTW | 13F-HR | 14 Aug 2020, 16:18 |
| Q1 2020 | 9 | $413,686,000 | +$263,525,635 | -$176,320,267 | +$87,205,368 | NRG, ICE, ARMK, WTW, VST | 13F-HR | 15 May 2020, 16:08 |
| Q4 2019 | 7 | $402,308,000 | $0 | -$88,324,203 | -$88,324,203 | GDDY, WH, WTW, NRG, AON | 13F-HR | 14 Feb 2020, 16:09 |
| Q3 2019 | 8 | $460,770,000 | +$49,846,657 | -$41,975,715 | +$7,870,942 | WTW, GDDY, WH, NRG, AON | 13F-HR | 14 Nov 2019, 16:13 |
| Q2 2019 | 9 | $455,851,000 | +$119,488,763 | -$230,535,250 | -$111,046,487 | WTW, GDDY, WH, NRG, AON | 13F-HR | 14 Aug 2019, 16:05 |
| Q1 2019 | 8 | $549,712,000 | +$211,878,411 | -$290,232,818 | -$78,354,407 | AON, WTW, GDDY, NRG, HAIN | 13F-HR | 15 May 2019, 16:05 |
| Q4 2018 | 10 | $600,059,000 | +$229,829,776 | -$189,967,874 | +$39,861,902 | AVGO, AON, DWDP, NRG, WH | 13F-HR | 14 Feb 2019, 16:07 |
| Q3 2018 | 11 | $604,561,000 | +$148,966,323 | -$308,576,499 | -$159,610,176 | AON, BPMP, DWDP, AVGO, DOV | 13F-HR | 14 Nov 2018, 16:07 |
| Q2 2018 | 13 | $752,856,000 | +$229,368,067 | -$226,557,598 | +$2,810,469 | USFD, WTW, BPMP, NRG, AON | 13F-HR | 14 Aug 2018, 16:10 |
| Q1 2018 | 12 | $733,675,000 | +$87,619,180 | -$151,943,128 | -$64,323,948 | USFD, NRG, SEE, WTW, SRC | 13F-HR | 15 May 2018, 16:11 |
| Q4 2017 | 14 | $811,268,000 | +$281,868,411 | -$141,042,905 | +$140,825,506 | NRG, SEE, BPMP, WTW, FLIR | 13F-HR | 14 Feb 2018, 16:11 |
| Q3 2017 | 15 | $628,148,000 | +$194,090,598 | -$393,046,216 | -$198,955,618 | NRG, WTW, SEE, FLIR, TSU | 13F-HR | 14 Nov 2017, 17:08 |
| Q2 2017 | 13 | $753,624,000 | +$162,495,972 | -$89,277,381 | +$73,218,591 | SEE, AON, NRG, SHW, CSX | 13F-HR | 14 Aug 2017, 16:51 |
| Q1 2017 | 11 | $640,807,000 | +$213,027,129 | -$258,827,764 | -$45,800,635 | SEE, AON, NRG, SHW, AVGO | 13F-HR | 15 May 2017, 16:34 |
| Q4 2016 | 14 | $661,788,000 | +$220,290,612 | -$105,449,178 | +$114,841,434 | SEE, AVGO, AON, AMRI, INCR | 13F-HR | 14 Feb 2017, 16:27 |
| Q3 2016 | 15 | $521,908,000 | +$111,660,820 | -$190,136,211 | -$78,475,391 | SEE, RACE, AVGO, AON, AMRI | 13F-HR | 14 Nov 2016, 17:39 |
| Q2 2016 | 14 | $549,013,000 | +$204,444,533 | -$331,776,052 | -$127,331,519 | AVGO, INCR, ZAYO, SEE, QSR | 13F-HR | 15 Aug 2016, 16:25 |
| Q1 2016 | 22 | $667,948,000 | +$283,016,705 | -$205,609,687 | +$77,407,018 | WTW, ZAYO, QSR, AVGO, SEE | 13F-HR | 16 May 2016, 16:29 |
| Q4 2015 | 22 | $631,415,000 | +$289,100,847 | -$104,659,978 | +$184,440,869 | LIVN, SEE, QSR, ZAYO, AVGO | 13F-HR | 16 Feb 2016, 16:32 |
| Q3 2015 | 16 | $421,067,000 | +$153,362,150 | -$185,295,078 | -$31,932,928 | AVGO, ZAYO, SEE, QSR, CYBX | 13F-HR | 16 Nov 2015, 16:15 |
| Q2 2015 | 12 | $494,362,000 | +$267,485,126 | -$30,440,443 | +$237,044,683 | ENDPQ, SEE, VGK, QSR, CYBX | Restatement | 20 Aug 2015, 08:23 |
| Q1 2015 | 12 | $256,584,000 | +$68,600,803 | -$73,227,841 | -$4,627,038 | ENDPQ, KRFT, SEE, AMRI, BLKB | 13F-HR | 15 May 2015, 16:22 |
| Q4 2014 | 13 | $234,295,000 | +$93,863,987 | -$24,333,602 | +$69,530,385 | ENDPQ, SEE, AMRI, TRCO, B108PS | 13F-HR | 17 Feb 2015, 16:28 |
| Q3 2014 | 8 | $161,411,000 | +$22,350,687 | -$14,807,557 | +$7,543,130 | ENDPQ, SEE, AMRI, ESL, BLKB | 13F-HR | 13 Nov 2014, 16:25 |
| Q2 2014 | 8 | $151,157,000 | +$27,821,866 | -$24,453,957 | +$3,367,909 | ENDPQ, SEE, ESL, AMRI, TDG | 13F-HR | 14 Aug 2014, 17:08 |
| Q1 2014 | 8 | $146,073,000 | +$92,971,454 | -$64,084,493 | +$28,886,961 | ENDPQ, TDG, SEE, ESL, FRX | 13F-HR | 10 Apr 2014, 16:05 |
| Q4 2013 | 7 | $113,070,000 | $0 | $0 | $0 | ENDP, TDG, SEE, GRFS, DVA | 13F-HR | 14 Feb 2014, 16:19 |