Permian Investment Partners, LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$555M
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 5 stock holdings with total value $555M as of Q4 2024. Top holdings included NRG, GRFS, APG, KBR, and ARMK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 5 $555M +$66.1M -$158M -$91.9M NRG, GRFS, APG, KBR, ARMK 13F-HR 2/14/2025, 05:04 PM
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 +$155M -$230M -$74.3M NRG, KBR, ARMK, APG, GLNG 13F-HR 2/14/2024, 03:49 PM
Q3 2023 19 $794M +$109M -$102M +$7.45M NRG, KBR, NRG, AON, APG 13F-HR 11/14/2023, 10:07 AM
Q2 2023 18 $767M +$217M -$163M +$54.6M NRG, NRG, KBR, APG, CCJ 13F-HR 8/14/2023, 02:30 PM
Q1 2023 13 $642M +$199M -$73.4M +$125M NRG, APG, QQQ, KBR, CCJ 13F-HR 5/15/2023, 09:38 AM
Q4 2022 12 $492M +$94.6M -$69.7M +$24.9M NRG, APG, KBR, GLNG, CCJ 13F-HR 2/14/2023, 09:14 AM
Q3 2022 18 $554M +$104M -$152M -$48.4M ALIT, NRG, APG, GLNG, KBR 13F-HR 11/14/2022, 10:27 AM
Q2 2022 14 $613M +$138M -$174M -$35.7M NRG, GLNG, APG, WSC, ALIT 13F-HR 8/15/2022, 11:05 AM
Q1 2022 18 $834M +$70.4M -$166M -$95.9M NRG, DVN, APG, WSC, VLRS 13F-HR 5/13/2022, 12:47 PM
Q4 2021 54 $962M +$145M -$235M -$89.8M NRG, DVN, APG, WSC, BHC 13F-HR 2/14/2022, 03:15 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 -$98.8M +$30M NRG, WSC, BHC, KBR, APG 13F-HR 2/16/2021, 03:22 PM
Q3 2020 9 $508M +$126M -$93.6M +$32M WSC, NRG, ARMK, BHC, APG 13F-HR 11/16/2020, 03:08 PM
Q2 2020 11 $557M +$210M -$17.6M +$192M APG, NRG, ARMK, BHC, WTW 13F-HR 8/14/2020, 04:18 PM
Q1 2020 11 $419M +$269M -$94.2M +$175M NRG, ICE, ARMK, WTW, VST 13F-HR 5/15/2020, 04:08 PM
Q4 2019 7 $402M -$74.3M -$74.3M GDDY, WH, WTW, NRG, AONXXXX 13F-HR 2/14/2020, 03:09 PM
Q3 2019 8 $461M +$49.8M -$33.2M +$16.7M WTW, GDDY, WH, NRG, AONXXXX 13F-HR 11/14/2019, 03:13 PM
Q2 2019 9 $456M +$119M -$136M -$16.2M WTW, GDDY, WH, NRG, AONXXXX 13F-HR 8/14/2019, 04:05 PM
Q1 2019 8 $550M +$212M -$87.3M +$125M AONXXXX, WTW, GDDY, NRG, HAIN 13F-HR 5/15/2019, 04:05 PM
Q4 2018 10 $600M +$230M -$60M +$170M AVGO, AONXXXX, DWDP, NRG, WH 13F-HR 2/14/2019, 03:07 PM
Q3 2018 11 $605M +$149M -$108M +$41.4M AONXXXX, BPMP, DWDP, AVGO, DOV 13F-HR 11/14/2018, 03:07 PM
Q2 2018 13 $753M +$229M -$52.9M +$176M USFD, WTW, BPMP, NRG, AONXXXX 13F-HR 8/14/2018, 04:10 PM
Q1 2018 12 $734M +$87.6M -$132M -$44.5M USFD, NRG, SEE, WTW, SRC 13F-HR 5/15/2018, 04:11 PM
Q4 2017 14 $811M +$282M -$44.1M +$238M NRG, SEE, BPMP, WTW, FLIR 13F-HR 2/14/2018, 03:11 PM
Q3 2017 15 $628M +$194M -$298M -$104M NRG, WTW, SEE, FLIR, TSU 13F-HR 11/14/2017, 04:08 PM
Q2 2017 13 $754M +$162M -$44.6M +$118M SEE, AONXXXX, NRG, SHW, CSX 13F-HR 8/14/2017, 04:51 PM
Q1 2017 12 $647M +$219M -$49.3M +$170M SEE, AONXXXX, NRG, SHW, AVGOXXXX 13F-HR 5/15/2017, 04:34 PM
Q4 2016 14 $662M +$220M -$40.4M +$180M SEE, AVGOXXXX, AONXXXX, AMRI, INCR 13F-HR 2/14/2017, 03:27 PM
Q3 2016 15 $522M +$112M -$155M -$43.2M SEE, RACE, AVGOXXXX, AONXXXX, AMRI 13F-HR 11/14/2016, 04:39 PM
Q2 2016 14 $549M +$204M -$70.4M +$134M AVGOXXXX, INCR, ZAYO, SEE, QSR 13F-HR 8/15/2016, 04:25 PM
Q1 2016 22 $668M +$283M -$70.7M +$212M WTW, ZAYO, QSR, AVGOXXXX, SEE 13F-HR 5/16/2016, 04:29 PM
Q4 2015 22 $631M +$289M -$42.1M +$247M LIVN, SEE, QSR, ZAYO, AVGOXXXX 13F-HR 2/16/2016, 03:32 PM
Q3 2015 16 $421M +$153M -$96.2M +$57.2M AVGOXXXX, ZAYO, SEE, QSR, CYBX 13F-HR 11/16/2015, 03:15 PM
Q2 2015 15 $494M +$268M -$5.24M +$262M ENDPQ, SEE, VGK, QSR, CYBX Restatement 8/20/2015, 08:23 AM
Q1 2015 15 $257M +$68.8M -$61.7M +$7.06M ENDPQ, KRFT, SEE, AMRI, BLKB 13F-HR 5/15/2015, 04:22 PM
Q4 2014 13 $234M +$93.9M -$22M +$71.8M ENDPQ, SEE, AMRI, TRCO, B108PS 13F-HR 2/17/2015, 03:28 PM
Q3 2014 9 $163M +$22.6M -$14.8M +$7.78M ENDPQ, SEE, AMRI, ESL, BLKB 13F-HR 11/13/2014, 03:25 PM
Q2 2014 9 $153M +$29.4M -$19M +$10.4M ENDPQ, SEE, ESL, AMRI, TDG 13F-HR 8/14/2014, 05:08 PM
Q1 2014 9 $146M +$93.1M -$201K +$92.9M ENDPQ, TDG, SEE, ESL, FRX 13F-HR 4/10/2014, 04:05 PM
Q4 2013 7 $113M ENDP, TDG, SEE, GRFS, DVA 13F-HR 2/14/2014, 03:19 PM