0000905718-22-000343.txt : 20220214 0000905718-22-000343.hdr.sgml : 20220214 20220214161501 ACCESSION NUMBER: 0000905718-22-000343 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Permian Investment Partners, LP CENTRAL INDEX KEY: 0001472850 IRS NUMBER: 262071119 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16039 FILM NUMBER: 22632107 BUSINESS ADDRESS: STREET 1: 295 MADISON AVENUE STREET 2: 34TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212.257.6066 MAIL ADDRESS: STREET 1: 295 MADISON AVENUE STREET 2: 34TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001472850 XXXXXXXX 12-31-2021 12-31-2021 false Permian Investment Partners, LP

295 Madison Avenue 34th Floor New York NY 10017

13F HOLDINGS REPORT 028-16039 N Britton Brown 212-257-6066 /s/ Britton Brown New York NY 02-14-2022 0 55 961752 INFORMATION TABLE 2 infotable.xml 1LIFE HEALTHCARE INC COM 68269G107 60 3390 SH SOLE 3390 0 0 3-D SYS CORP DEL COM NEW 88554D205 215 10000 SH SOLE 10000 0 0 ALTERYX INC COM CL A 02156B103 54 890 SH SOLE 890 0 0 AMC ENTMT HLDGS INC CL A COM 00165C104 626 23000 SH SOLE 23000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 1470 81848 SH SOLE 81848 0 0 API GROUP CORP COM STK 00187Y100 147269 5714729 SH SOLE 5714729 0 0 APPIAN CORP CL A 03782L101 108 1660 SH SOLE 1660 0 0 ARK ETF TR INNOVATION ETF 00214Q104 559 5910 SH SOLE 5910 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 559 9120 SH SOLE 9120 0 0 AZUL S A SPONSR ADR PFD 05501U106 554 42000 SH Call SOLE 0 0 0 BANDWIDTH INC COM CL A 05988J103 117 1630 SH SOLE 1630 0 0 BAUSCH HEALTH COS INC COM 071734107 128448 4652242 SH SOLE 4652242 0 0 BEYOND MEAT INC COM 08862E109 108 1660 SH SOLE 1660 0 0 BRUNSWICK CORP COM 117043109 562 5576 SH SOLE 5576 0 0 C3 AI INC CL A 12468P104 102 3260 SH SOLE 3260 0 0 CARDLYTICS INC COM 14161W105 110 1660 SH SOLE 1660 0 0 CERIDIAN HCM HLDG INC COM 15677J108 165 1580 SH SOLE 1580 0 0 CLEAR SECURE INC COM CL A 18467V109 2510 80000 SH SOLE 80000 0 0 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 105 28100 SH SOLE 28100 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 550 2181 SH SOLE 2181 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 88395 4919006 SH SOLE 4919006 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 11231 625000 SH Call SOLE 0 0 0 COUPA SOFTWARE INC COM 22266L106 114 720 SH SOLE 720 0 0 DEVON ENERGY CORP NEW COM 25179M103 173637 3941814 SH SOLE 3941814 0 0 DIGITAL TURBINE INC COM NEW 25400W102 199 3270 SH SOLE 3270 0 0 ENERSYS COM 29275Y102 916 11589 SH SOLE 11589 0 0 FASTLY INC CL A 31188V100 99 2790 SH SOLE 2790 0 0 FULGENT GENETICS INC COM 359664109 1106 11000 SH SOLE 11000 0 0 GAMESTOP CORP NEW CL A 36467W109 445 3000 SH SOLE 3000 0 0 HAWAIIAN HOLDINGS INC COM 419879101 2204 120000 SH Put SOLE 120000 0 0 HAWAIIAN HOLDINGS INC COM 419879101 3674 200000 SH Put SOLE 200000 0 0 INTERPUBLIC GROUP COS INC COM 460690100 281 7500 SH SOLE 7500 0 0 JFROG LTD ORD SHS M6191J100 112 3780 SH SOLE 3780 0 0 KBR INC COM 48242W106 31790 667587 SH SOLE 667587 0 0 LIVEPERSON INC COM 538146101 168 4690 SH SOLE 4690 0 0 MACERICH CO COM 554382101 281 16280 SH SOLE 16280 0 0 NCINO INC COM 63947U107 164 2990 SH SOLE 2990 0 0 NEW RELIC INC COM 64829B100 531 4826 SH SOLE 4826 0 0 NIO INC SPON ADS 62914V106 284 8980 SH SOLE 8980 0 0 NRG ENERGY INC COM NEW 629377508 226334 5253801 SH SOLE 5253801 0 0 OAK STR HEALTH INC COM 67181A107 112 3380 SH SOLE 3380 0 0 OATLY GROUP AB SPONSORED ADS 67421J108 398 50000 SH SOLE 50000 0 0 OLLIES BARGAIN OUTLET HLDGS COM 681116109 1330 25991 SH SOLE 25991 0 0 POLARIS INC COM 731068102 693 6307 SH SOLE 6307 0 0 PORCH GROUP INC COM 733245104 263 16890 SH SOLE 16890 0 0 SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 169 3490 SH SOLE 3490 0 0 SCHRODINGER INC COM 80810D103 109 3130 SH SOLE 3130 0 0 SPDR SER TR S&P BIOTECH 78464A870 2047 18280 SH SOLE 18280 0 0 SUMO LOGIC INC COM 86646P103 53 3890 SH SOLE 3890 0 0 TANGER FACTORY OUTLET CTRS I COM 875465106 281 14590 SH SOLE 14590 0 0 UNILEVER PLC SPON ADR NEW 904767704 416 7738 SH SOLE 7738 0 0 UNITY SOFTWARE INC COM 91332U101 170 1190 SH SOLE 1190 0 0 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 259 19330 SH SOLE 19330 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 129110 3161368 SH SOLE 3161368 0 0 WIX COM LTD SHS M98068105 126 800 SH SOLE 800 0 0