Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Roth Byron | Director | 2026-08-04 | 9,524 | $0 |
| WRIGHT DICKERSON | Director | 2026-08-04 | 9,524 | $0 |
| LILLIE JAMES E | Director | 2026-07-31 | 9,017 | $0 |
| Cullinan Rory | Director | 2026-07-31 | 9,017 | $0 |
| Hepding Elizabeth Meloy | Director | 2026-07-31 | 9,017 | $0 |
| Hochfelder Peter A | Director | 2026-07-31 | 9,017 | $0 |
| BUSH ANTOINETTE COOK | Director | 2026-07-31 | 9,017 | $0 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Point72 Asset Management, L.P. | Point72 Asset Management, L.P. opened a new position worth $38,951,077. | 2026-06-30 |
| VIKING GLOBAL INVESTORS LP | VIKING GLOBAL INVESTORS LP increased this position by 23% ($235,725,618 -> $289,820,707). | 2026-06-30 |
| Permian Investment Partners, LP | Permian Investment Partners, LP increased this position by 19% ($144,398,719 -> $172,398,660). | 2026-06-30 |
| Alyeska Investment Group, L.P. | Alyeska Investment Group, L.P. increased this position by 22% ($123,459,145 -> $150,514,078). | 2026-06-30 |
| Progeny 3, Inc. | Progeny 3, Inc. increased this position by 25% ($100,826,031 -> $125,904,589). | 2026-06-30 |
| Bank of New York Mellon Corp | Bank of New York Mellon Corp reduced this position by 96% ($44,706,814 -> $1,771,459). | 2026-06-30 |
| Cercano Management LLC | Cercano Management LLC exited a position previously worth $19,096,673. | 2026-06-30 |
| Sixth Street Partners Management Company, L.P. | Sixth Street Partners Management Company, L.P. opened a new position worth $15,638,989. | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| VIKING GLOBAL INVESTORS LP | $289,820,707 | 35,824,562 |
| Permian Investment Partners, LP | $172,398,660 | 21,310,094 |
| Gates Capital Management, Inc. | $157,768,114 | 19,501,621 |
| Alyeska Investment Group, L.P. | $150,514,078 | 18,604,954 |
| Progeny 3, Inc. | $125,904,589 | 15,562,990 |
| VANGUARD CAPITAL MANAGEMENT LLC | $66,713,845 | 8,246,458 |
| Jefferies Financial Group Inc. | $40,450,000 | 5,000,000 |
| Point72 Asset Management, L.P. | $38,951,077 | 4,814,719 |
| DIMENSIONAL FUND ADVISORS LP | $32,727,318 | 4,045,404 |
| GEODE CAPITAL MANAGEMENT, LLC | $32,145,129 | 3,972,459 |
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