0001725547-23-002018.txt : 20231114 0001725547-23-002018.hdr.sgml : 20231114 20231114100730 ACCESSION NUMBER: 0001725547-23-002018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231402335 BUSINESS ADDRESS: STREET 1: 3401 ARMSTRONG AVE CITY: DALLAS STATE: TX ZIP: 75205 BUSINESS PHONE: 212.257.6066 MAIL ADDRESS: STREET 1: 3401 ARMSTRONG AVE CITY: DALLAS STATE: TX ZIP: 75205 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001472850 XXXXXXXX 09-30-2023 09-30-2023 false Permian Investment Partners, LP

3401 ARMSTRONG AVE DALLAS TX 75205

13F HOLDINGS REPORT 028-16039 000156893 801-72321 N Britton Brown 212-257-6066 /s/ Britton Brown Dallas TX 11-14-2023 0 18 859625338 false INFORMATION TABLE 2 Form13fInfoTable.xml API GROUP CORP COM STK 00187Y100 86947957 3353180 SH SOLE 3353180 0 0 ALIGHT INC COM CL A 01626W101 62388893 12509601 SH SOLE 12509601 0 0 ARCHER AVIATION INC COM CL A 03945R102 1315600 260000 SH Put SOLE 260000 0 0 CAMECO CORP COM 13321L108 49624959 1251891 SH SOLE 1251891 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 2030210 299000 SH Call SOLE 299000 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 3378510 1958962 SH SOLE 1958962 0 0 KBR INC COM 48242W106 124132532 2106083 SH SOLE 2106083 0 0 MALIBU BOATS INC COM CL A 56117J100 803928 16400 SH Put SOLE 16400 0 0 MARINEMAX INC COM 567908108 11582178 352900 SH Put SOLE 352900 0 0 MASTERCRAFT BOAT HLDGS INC COM 57637H103 7085958 318900 SH Put SOLE 318900 0 0 NRG ENERGY INC COM NEW 629377508 100922400 2620000 SH Call SOLE 2620000 0 0 NRG ENERGY INC COM NEW 629377508 228326722 5927485 SH SOLE 5927485 0 0 RUMBLE INC COM CL A 78137L105 204000 40000 SH Put SOLE 40000 0 0 STARBUCKS CORP COM 855244109 3650800 40000 SH Put SOLE 40000 0 0 TARGET CORP COM 87612E106 9037308 569100 SH Call SOLE 569100 0 0 AON PLC SHS CL A G0403H108 98465614 303700 SH SOLE 303700 0 0 JOBY AVIATION INC COMMON STOCK G65163100 561150 87000 SH Put SOLE 87000 0 0 GOLAR LNG LTD SHS G9456A100 69166619 2851056 SH SOLE 2851056 0 0