SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Permian Investment Partners, LP

CIK 0001472850 · 1333 OAK LAWN AVE, SUITE 900, DALLAS, TX, 75207 · 212.257.6066

Reported Value
$557M
Q2 2020
Positions
12
Filings on Record
30
2019–present window
Filed
Aug 14, 2020
original filing

Summary

Permian Investment Partners, Lp reported $557M in U.S.-listed holdings across 12 positions for Q2 2020.

Its largest position, APG, represents 19.2% of the portfolio.

Compared with Q1 2020, the fund opened 5 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $600MQ4 ’18Q1 ’19: $550MQ2 ’19: $456MQ3 ’19: $461MQ4 ’19: $402MQ4 ’19Q1 ’20: $419MQ2 ’20: $557MQ3 ’20: $508MQ4 ’20: $669MQ4 ’20Q1 ’21: $803MQ2 ’21: $966MQ3 ’21: $1.0BQ4 ’21: $962MQ4 ’21Q1 ’22: $834MQ2 ’22: $613MQ3 ’22: $554MQ4 ’22: $572.1BQ4 ’22Q1 ’23: $760MQ2 ’23: $892MQ3 ’23: $860MQ4 ’23: $887MQ4 ’23Q1 ’24: $1.0BQ2 ’24: $954MQ3 ’24: $724MQ4 ’24: $643MQ4 ’24Q1 ’25: $703MQ2 ’25: $913MQ3 ’25: $886MQ4 ’25: $883MQ4 ’25Q1 ’26: $905Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2020

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$905M13May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$883M11Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$886M9Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$913M12Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$703M11May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$643M12Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$724M12Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$954M15Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.0B20May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$887M18Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$860M18Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$892M17Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$760M15May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$572.1B14Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$554M18Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$613M14Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$834M18May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$962M55Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.0B13Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$966M13Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$803M11May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$669M7Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$508M9Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$557M12Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$419M12May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$402M7Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$461M8Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$456M9Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$550M8May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$600M10Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.