Permian Investment Partners, LP: ARAMARK (ARMK): Quarterly 13F Position History
As of Q1 2026, Permian Investment Partners, LP reported 2,462,657 shares of ARAMARK (ARMK), worth $99.8M and representing 11.0% of its 13F equity book. Quarter-over-quarter share count change: + 513,000 (+26.3%) . The position first appeared in Q1 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.
- 2,462,657Shares Held (Latest Filing)
- $99.8MReported Market Value (Latest Filing)
- 11.0%Portfolio Weight (% of 13F Equity Book)
- +513,000Quarter-over-Quarter Share Change
- +$28.0MQuarter-over-Quarter Value Change
- 6,386,049Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,462,657 | +513,000 | +26.3% | $99.8M | 11.0% | $40.5 |
| Q4 2025 | 1,949,657 | 179,000 | -8.4% | $71.9M | 8.1% | $36.9 |
| Q3 2025 | 2,128,657 | 100,000 | -4.5% | $81.7M | 9.2% | $38.4 |
| Q2 2025 | 2,228,657 | +128,526 | +6.1% | $93.3M | 13.3% | $41.9 |
| Q1 2025 | 2,100,131 | 400,473 | -16.0% | $72.5M | 10.9% | $34.5 |
| Q4 2024 | 2,500,604 | 1,315,510 | -34.5% | $93.3M | 16.8% | $37.3 |
| Q3 2024 | 3,816,114 | 1,984,882 | -34.2% | $147.8M | 21.7% | $38.7 |
| Q2 2024 | 5,800,996 | 585,053 | -9.2% | $197.3M | 28.1% | $34.0 |
| Q1 2024 | 6,386,049 | +3,337,731 | +109.5% | $207.7M | 26.8% | $32.5 |
| Q4 2023 | 3,048,318 | +3,048,318 | — | $85.7M | 12.5% | $28.1 |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 398,255 | -100.0% | $0 | 0.0% | — |
| Q1 2021 | 398,255 | 1,733,185 | -81.3% | $15.0M | 1.9% | $37.8 |
| Q4 2020 | 2,131,440 | 999,200 | -31.9% | $82.0M | 12.3% | $38.5 |
| Q3 2020 | 3,130,640 | 492,751 | -13.6% | $82.8M | 16.3% | $26.4 |
| Q2 2020 | 3,623,391 | 548,772 | -13.2% | $81.8M | 14.8% | $22.6 |
| Q1 2020 | 4,172,163 | — | — | $83.3M | 20.1% | $20.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Permian Investment Partners, LP first disclose a ARMK position in 13F-HR filings?
Permian Investment Partners, LP first reported ARAMARK (ARMK) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was Permian Investment Partners, LP's most recent quarter-over-quarter share-count change in ARMK?
Between Q4 2025 and Q1 2026, Permian Investment Partners, LP added 513,000 shares of ARMK (+26.3%), bringing the total reported position to 2,462,657 shares at a market value of $99.8M.
Does the implied price-per-share represent Permian Investment Partners, LP's cost basis in ARMK?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.