Permian Investment Partners, LP: GRIFOLS S A (GRFS): Quarterly 13F Position History
As of Q2 2026, Permian Investment Partners, LP reported 19,740,679 shares of GRIFOLS S A (GRFS), worth $139.8M and representing 15.9% of its 13F equity book. Quarter-over-quarter share count change: + 386,000 (+2.0%) . The position first appeared in Q1 2024 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 19,740,679Shares Held (Latest Filing)
- $139.8MReported Market Value (Latest Filing)
- 15.9%Portfolio Weight (% of 13F Equity Book)
- +386,000Quarter-over-Quarter Share Change
- -$15.5MQuarter-over-Quarter Value Change
- 19,740,679Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 19,740,679 | +386,000 | +2.0% | $139.8M | 15.9% | $7.1 |
| Q1 2026 | 19,354,679 | +1,164,417 | +6.4% | $155.2M | 17.2% | $8.0 |
| Q4 2025 | 18,190,262 | +737,941 | +4.2% | $170.1M | 19.3% | $9.3 |
| Q3 2025 | 17,452,321 | 1,175,000 | -6.3% | $173.8M | 19.6% | $10.0 |
| Q2 2025 | 18,627,321 | +546,000 | +3.0% | $168.4M | 23.9% | $9.0 |
| Q1 2025 | 18,081,321 | +1,894,000 | +11.7% | $128.6M | 19.2% | $7.1 |
| Q4 2024 | 16,187,321 | +3,853,822 | +31.2% | $120.4M | 21.7% | $7.4 |
| Q3 2024 | 12,333,499 | 1,763,500 | -12.5% | $109.5M | 16.1% | $8.9 |
| Q2 2024 | 14,096,999 | +1,257,700 | +9.8% | $88.9M | 12.7% | $6.3 |
| Q1 2024 | 12,839,299 | – | – | $85.8M | 11.1% | $6.7 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Permian Investment Partners, LP first disclose a GRFS position in 13F-HR filings?
Permian Investment Partners, LP first reported GRIFOLS S A (GRFS) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Permian Investment Partners, LP's most recent quarter-over-quarter share-count change in GRFS?
Between Q1 2026 and Q2 2026, Permian Investment Partners, LP added 386,000 shares of GRFS (+2.0%), bringing the total reported position to 19,740,679 shares at a market value of $139.8M.
Does the implied price-per-share represent Permian Investment Partners, LP's cost basis in GRFS?
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.