0001725547-22-000100.txt : 20220513 0001725547-22-000100.hdr.sgml : 20220513 20220513124702 ACCESSION NUMBER: 0001725547-22-000100 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22921402 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 0001472850 XXXXXXXX 03-31-2022 03-31-2022 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 05-13-2022 0 18 834488 false INFORMATION TABLE 2 Form13fInfoTable.xml API GROUP CORP COM STK 00187Y100 119026 5659822 SH SOLE 5659822 0 0 ALIGHT INC COM CL A 01626W101 21890 2200000 SH SOLE 2200000 0 0 AZUL S A SPONSR ADR PFD 05501U106 632 42000 SH Call SOLE 0 0 0 BAUSCH HEALTH COS INC COM 071734107 79638 3485242 SH SOLE 3485242 0 0 CAMECO CORP COM 13321L108 10320 354650 SH SOLE 354650 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 11369 625000 SH Call SOLE 0 0 0 CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 89422 4916006 SH SOLE 4916006 0 0 DEVON ENERGY CORP NEW COM 25179M103 128842 2178958 SH SOLE 2178958 0 0 FULGENT GENETICS INC COM 359664109 1061 17000 SH SOLE 17000 0 0 HAWAIIAN HOLDINGS INC COM 419879101 6304 320000 SH Put SOLE 320000 0 0 KBR INC COM 48242W106 23949 437587 SH SOLE 437587 0 0 NRG ENERGY INC COM NEW 629377508 204336 5326801 SH SOLE 5326801 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 4100 40000 SH Put SOLE 40000 0 0 TANGER FACTORY OUTLET CTRS I COM 875465106 251 14590 SH SOLE 14590 0 0 UNILEVER PLC SPON ADR NEW 904767704 353 7738 SH SOLE 7738 0 0 UPSTART HLDGS INC COM 91680M107 219 2011 SH SOLE 2011 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 102121 2609795 SH SOLE 2609795 0 0 GOLAR LNG LTD SHS G9456A100 30655 1237100 SH SOLE 1237100 0 0