PERMIAN INVESTMENT PARTNERS LP
Q2 2026 Form 13-F
DALLAS, TEXAS
CIK 0001472850
· CRD 156893
· SEC-registered investment adviser
$911.5M Reported Value Total
PERMIAN reports 9 total accounts under management (AUM). There are 9 discretionary accounts valued at $2,433,551,619, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
7 funds
· $2.1B gross asset value
Hedge Fund: $2.1B · Other: $20.5M
Source: Form ADV filed 2026-03-31
Reported value
$911.5M
Quarter over quarter
+7.7%
Holdings
11
Top-10 concentration
99.4%
Key People
Form ADV owners & control persons
Alex Jason Duran
LIMITED PARTNER
Scott Michael Hendrickson
LIMITED PARTNER
Britton Len Brown
CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $911.5M |
| Positions | 11 |
| Change in reported value | +0.7% |
| New positions | 0 |
| Exited positions | 2 |
| Position turnover | 15.4% |
| Top-10 concentration | 99.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
11 | $911.5M |
|
Q1 2026 13F
Filed May 15, 2026
|
13 | $904.9M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
11 | $882.7M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
9 | $885.7M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
8 | $913.0M |
|
Q1 2025 13F
Filed May 15, 2025
|
8 | $702.9M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
5 | $642.7M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
6 | $723.6M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
7 | $953.9M |
|
Q1 2024 13F
Filed May 15, 2024
|
8 | $1.0B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
9 | $887.0M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
8 | $859.6M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
8 | $891.8M |
|
Q1 2023 13F
Filed May 15, 2023
|
8 | $759.5M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
11 | $572.1M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
16 | $553.8M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
12 | $612.9M |
|
Q1 2022 13F
Filed May 13, 2022
|
14 | $834.5M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
51 | $961.8M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
8 | $1.0B |
31 earlier quarters on file — choose one from the quarter menu above.
Top 13 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TIC TIC SOLUTIONS INC | $172.4M | 18.91% |
| 2 | GRFS GRIFOLS S A | $139.8M | 15.33% |
| 3 | MRP MILLROSE PPTYS INC | $119.5M | 13.11% |
| 4 | CNHI CNH INDL N V | $106.9M | 11.73% |
| 5 | ARMK ARAMARK | $102.1M | 11.2% |
| 6 | NRG NRG ENERGY INC | $86.2M | 9.46% |
| 7 | AMRZ AMRIZE LTD | $70.0M | 7.68% |
| 8 | TRS TRIMAS CORP | $52.5M | 5.76% |
| 9 | AMTM AMENTUM HOLDINGS INC | $29.6M | 3.25% |
| 10 | SM C SM ENERGY COMPANY | $26.7M | 2.93% |
| 11 | CNH C CNH INDL N V | $3.4M | 0.38% |
| 12 | FBTC FIDELITY WISE ORIGIN BITCOIN | $1.4M | 0.15% |
| 13 | IBIT ISHARES BITCOIN TRUST ETF | $912.4K | 0.1% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.