Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Mehta Amit Ashvin | SVP, Strategy & Business Ops | 2026-08-17 | 10,928 | $225,999 |
| Foster Joshua Peter | SVP, GC & Corp Sec | 2026-08-14 | 15,317 | $315,224 |
| SURRAN THOMAS A | President and CEO | 2026-08-14 | 15,000 | $306,900 |
| Campelli Andrew | Director | 2026-08-13 | 6,407 | $0 |
| SURRAN THOMAS A | President and CEO | 2026-08-03 | 45,125 | $0 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| NORGES BANK | NORGES BANK opened a new position worth $50,894,528. | 2026-06-30 |
| Sixth Street Partners Management Company, L.P. | Sixth Street Partners Management Company, L.P. opened a new position worth $50,448,616. | 2026-06-30 |
| FMR LLC | FMR LLC increased this position by 165% ($111,991,969 -> $296,549,416). | 2026-06-30 |
| LOCUST WOOD CAPITAL ADVISERS, LLC | LOCUST WOOD CAPITAL ADVISERS, LLC exited a position previously worth $105,894,875. | 2026-06-30 |
| Clearbridge Investments, LLC | Clearbridge Investments, LLC exited a position previously worth $28,205,457. | 2026-06-30 |
| Permian Investment Partners, LP | Permian Investment Partners, LP exited a position previously worth $65,022,612. | 2026-06-30 |
| Clayton, Dubilier & Rice, LLC | Clayton, Dubilier & Rice, LLC reduced this position by 8% ($504,845,747 -> $466,248,588). | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | DIMENSIONAL FUND ADVISORS LP reduced this position by 11% ($257,276,442 -> $230,050,183). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| Clayton, Dubilier & Rice, LLC | $466,248,588 | 14,991,916 |
| FMR LLC | $296,549,416 | 9,535,351 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $245,057,924 | 7,879,676 |
| DIMENSIONAL FUND ADVISORS LP | $230,050,183 | 7,397,113 |
| VANGUARD CAPITAL MANAGEMENT LLC | $192,004,371 | 6,173,774 |
| NEUBERGER BERMAN GROUP LLC | $137,380,630 | 4,429,086 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $114,586,987 | 3,684,469 |
| GEODE CAPITAL MANAGEMENT, LLC | $94,046,064 | 3,023,343 |
| GOLDENTREE ASSET MANAGEMENT LP | $58,762,086 | 1,892,416 |
| NORGES BANK | $50,894,528 | 1,636,480 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
This page tracks Permian Investment Partners, LP’s institutional portfolio moves as disclosed in its Form 13F filings with the SEC, updated every quarter as new filings become public. Because a 13F is a quarterly snapshot of long U.S. equity holdings rather than a trade-by-trade ledger, the figures below reflect reported position sizes at quarter-end rather … Read more