Permian Investment Partners, LP

CIK 0001472850 · Q1 2026

13F Equity AUM

$904.9M

+2.5% QoQ

Positions

+2 QoQ

AUM Rank

#2,985

Top 24%

Skill Alpha (FF)

+9.5%/yr

Alpha Generator

Rank #317 · Top 4%

vs S&P +5.9%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 71.0%Top 10: 97.8%Top 20: 100.0%

GRFS17.1%

T0V16.0%

NRA14.9%

MRP12.0%

ARMK11.0%

REZI7.2%

AMRZ5.9%

TRS4.8%

AMTM4.5%

CNHI4.4%

Others (3)2.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials43.1%

Healthcare17.1%

Utilities14.9%

Real Estate12.0%

Basic Materials5.9%

Consumer Cyclical4.8%

Financial Services2.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 13Median: 5.88%Avg: 7.69%

0–0.5%

2(0.3%)

0.5–1%

0(0.0%)

1–3%

1(1.9%)

3–5%

3(13.7%)

5%+

7(84.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 13Unique: 0vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.2%

JPMORGAN CHASE & CO

0.3%

BANK OF AMERICA CORP /DE/

0.3%

BlackRock, Inc.

0.3%

STATE STREET CORP

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

FMR LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New3Increased6Decreased4Exited1

New Positions

AMTM4.5%

+1.6M

CNHI4.4%

+3.6M

VGK1.9%

+213K

Increased

T0V16.0%

+2.8M(+14%)

GRFS17.1%

+1.2M(+6%)

ARMK11.0%

+513K(+26%)

TRS4.8%

+379K(+46%)

NRA14.9%

+295K(+47%)

MRP12.0%

+85K(+2%)

Decreased

REZI7.2%

-545,618(-22%)

AMRZ5.9%

-33,155(-3%)

FBTC0.2%

-33,000(-55%)

IBIT0.1%

-31,000(-53%)

Exited

APG

-1,500,039

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...