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CIK: 0001472850
Total reported value
$911.5M
$911.5M
12 檔
60.9%
As reported in its official Q4 2024 Form 13F filing, Permian Investment Partners, LP's tracked investment portfolio stood at $911.5M with 12 total positions.
Permian Investment Partners, LP executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 3 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NRG | Nrg Energy Inc | Stock-Utilities | 19.75% | -5.40% | -13.77% | |
| 2 | GRFS | Grifols Sa-adr | Stock-Other | 18.74% | -1.82% | +31.25% | |
| 3 | APG | Api Group CORP | Stock-Industrials | 17.07% | — | +51.73% | |
| 4 | KBR | Kbr Inc | Stock-Industrials | 16.31% | — | -19.83% | |
| 5 | ARMK | Aramark | Stock-Industrials | 14.52% | +0.17% | -34.47% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 4.35% | — | — | |
| 7 | ✓ | Stock-Other | 3.90% | — | — | ||
| 8 | ✓ | ETF Ser Solutions | Stock-Other | 3.16% | — | -36.51% | |
| 9 | ✓ | Onewater Marine Inc | Stock-Other | 1.22% | — | +27.52% | |
| 10 | ✓ | Marinemax Inc | Stock-Other | 0.48% | — | — | |
| 11 | ✓ | Mastercraft Boat Hldgs Inc | Stock-Other | 0.30% | — | — | |
| 12 | ✓ | Grifols S A | Stock-Other | 0.23% | — | +241.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APG | Api Group CORP | +7.9% | +51.73% | Add |
| 2 | TLT | iShares 20+ Year Treasury Bond ETF | +4.4% | NEW | New buy |
| 3 | ✓ | +3.9% | NEW | New buy | |
| 4 | GRFS | Grifols Sa-adr | +3.6% | +31.25% | Add |
| 5 | ✓ | Marinemax Inc | +0.5% | NEW | New buy |
| 6 | ✓ | Grifols S A | +0.2% | +241.46% | Add |
| 7 | ✓ | Onewater Marine Inc | +0.1% | +27.52% | Add |
| 8 | ✓ | Mastercraft Boat Hldgs Inc | +0.1% | — | Unchanged |
| 9 | ✓ | Kbr Inc | -0.1% | EXIT | Sold out |
| 10 | ✓ | ETF Ser Solutions | -0.5% | -36.51% | Trim |
| 11 | ✓ | Malibu Boats Inc | -0.6% | EXIT | Sold out |
| 12 | NRG | Nrg Energy Inc | -0.8% | -13.77% | Trim |
| 13 | KBR | Kbr Inc | -4% | -19.83% | Trim |
| 14 | ARMK | Aramark | -5.9% | -34.47% | Trim |
| 15 | GE | General Electric | -8.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Permian Investment Partners, LP reported a total U.S. public equity portfolio value of $911.5M across 12 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NRG, GRFS, APG) accounted for 60.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
TLT
市值: $27.9M
Top Position Liquidated / Trimmed
GE
前期市值: $62.7M
During Q4 2024, Permian Investment Partners, LP's top holdings by market value included NRG (19.8%)、GRFS (18.7%)、APG (17.1%). The largest single position, NRG, represented 19.8% of total portfolio value.
In Q4 2024, Permian Investment Partners, LP made 14 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 4 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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