Britton Brown
Permian Investment Partners, Lp
Assets Managed
$904.857M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
2.51%(2Q avg: 1.09%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Permian Investment Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.
Assets under management
The assets under management (AUM) of Permian Investment Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 904.857M in assets, with a quarterly growth rate of 2.51% and a 2-quarter average growth rate of 1.09%. The portfolio is managed by Britton Brown, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
GRFS Grifols Sa-adr
| 17.16% | $155.225M 19.355M shares@ $8.03 avg price | Increased 6.41% |
TICA Acuren Corporation
| 15.96% | $144.399M 21.945M shares@ $6.59 avg price | Increased 14.49% |
NRG Nrg Energy Inc
| 14.86% | $134.449M 920,000 shares@ $146.14 avg price | Increased 47.2% |
MRP Millrose Properties
| 12.01% | $108.621M 3.879M shares@ $28.0 avg price | Increased 2.25% |
ARMK Aramark
| 11.04% | $99.836M 2.463M shares@ $40.55 avg price | Increased 26.32% |
REZI Resideo Technologies Inc
| 7.19% | $65.023M 1.929M shares@ $33.71 avg price | Decreased -22.04% |
AMRZ Amrize Ltd
| 5.89% | $53.22M 950,020 shares@ $56.02 avg price | Decreased -3.37% |
TRS Trimas Corp
| 4.78% | $43.218M 1.203M shares@ $35.94 avg price | Increased 46.03% |
AMTM Amentum Holdings Inc
| 4.52% | $40.867M 1.567M shares@ $26.08 avg price | New Position |
CNH Cnh Industrial Nv
| 4.4% | $39.796M 3.618M shares@ $11.0 avg price | New Position |
1-10 of 13