StockDriftsStockDriftsTop 13 Permian Investment Partners Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRFS | GRIFOLS S A | 17.15% | 19.35M | $155.2M | +6.40%(+1.16M) | $8.60(-10.94%) | 2026-03-31 | |
| TIC | TIC SOLUTIONS INC | 15.96% | 21.95M | $144.4M | +14.49%(+2.78M) | $11.13(-19.49%) | 2026-03-31 | |
| NRG | NRG ENERGY INC | 14.86% | 920.0K | $134.4M | +47.20%(+295.00K) | $93.00(+37.43%) | 2026-03-31 | |
| MRP | MILLROSE PPTYS INC | 12% | 3.88M | $108.6M | +2.24%(+85.00K) | $29.54(-9.58%) | 2026-03-31 | |
| ARMK | ARAMARK | 11.03% | 2.46M | $99.8M | +26.31%(+513.00K) | $31.08(+70.78%) | 2026-03-31 | |
| REZI | RESIDEO TECHNOLOGIES INC | 7.19% | 1.93M | $65.0M | -22.05%(-545.62K) | $36.60(-22.54%) | 2026-03-31 | |
| AMRZ | AMRIZE LTD | 5.88% | 950.0K | $53.2M | -3.37%(-33.16K) | $51.31(-4.47%) | 2026-03-31 | |
| TRS | TRIMAS CORP | 4.78% | 1.20M | $43.2M | +46.03%(+379.02K) | $36.62(+3.85%) | 2026-03-31 | |
| AMTM | AMENTUM HOLDINGS INC | 4.52% | 1.57M | $40.9M | new | $27.54(-16.56%) | 2026-03-31 | |
| CNH | CNH INDL N V | 4.4% | 3.62M | $39.8M | new | $10.11(+3.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.35% | +61.62% |
| Top 20 Holdings Unweighted | +10.49% | +34.88% |
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