Permian Investment Partners, LP
Permian Investment Partners, LP is a hedge fund investment adviser founded in 2008 and headquartered in New York, NY. The firm manages a suite of funds and separately managed accounts, acting as investment manager for both US and offshore vehicles. Permian primarily serves institutional and high-net-worth investors, offering services through its affiliated general partner entities. As of 2025, the employee count is approximately 12.
Investment Strategy
Permian Investment Partners, LP manages long/short equity funds and separately managed accounts. The firm focuses on fundamental research-driven investment strategies, investing mainly in publicly listed securities with an emphasis on long-term value creation. The approach is opportunistic yet disciplined, seeking to generate superior risk-adjusted returns by identifying undervalued businesses and managing risk through short positions and portfolio diversification.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GRFS | GRIFOLS S A | 18.44% | $168.4M | 18,627,321 | $6.93 | $9.04 | +$39.8M |
T TIC | ACUREN CORP | 11.72% | $107.0M | 9,689,832 | $11.11 | $11.04 | +$12.1M |
N NRG | NRG ENERGY INC | 10.78% | $98.4M | 613,082 | $40.16 | $160.58 | +$976.2K |
A ARMK | ARAMARK | 10.22% | $93.3M | 2,228,657 | $30.95 | $41.87 | +$20.8M |
K KBR | KBR INC | 10.04% | $91.7M | 1,912,791 | $49.93 | $47.94 | -$28.0M |