Permian Investment Partners, LP: TIC SOLUTIONS INC (TIC): Quarterly 13F Position History
As of Q2 2026, Permian Investment Partners, LP reported 21,310,094 shares of TIC SOLUTIONS INC (TIC), worth $172.4M and representing 19.6% of its 13F equity book. Quarter-over-quarter share count change: 635,000 (-2.9%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 21,310,094Shares Held (Latest Filing)
- $172.4MReported Market Value (Latest Filing)
- 19.6%Portfolio Weight (% of 13F Equity Book)
- 635,000Quarter-over-Quarter Share Change
- +$28.0MQuarter-over-Quarter Value Change
- 21,945,094Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,310,094 | 635,000 | -2.9% | $172.4M | 19.6% | $8.1 |
| Q1 2026 | 21,945,094 | +2,776,986 | +14.5% | $144.4M | 16.0% | $6.6 |
| Q4 2025 | 19,168,108 | +4,599,290 | +31.6% | $193.8M | 22.0% | $10.1 |
| Q3 2025 | 14,568,818 | +4,878,986 | +50.4% | $193.9M | 21.9% | $13.3 |
| Q2 2025 | 9,689,832 | +1,159,252 | +13.6% | $107.0M | 15.2% | $11.0 |
| Q1 2025 | 8,530,580 | – | – | $94.9M | 14.2% | $11.1 |
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 TIC position in 13F-HR filings?
Permian Investment Partners, LP first reported TIC SOLUTIONS INC (TIC) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Permian Investment Partners, LP's most recent quarter-over-quarter share-count change in TIC?
Between Q1 2026 and Q2 2026, Permian Investment Partners, LP reduced its TIC position by 635,000 shares (-2.9%), leaving 21,310,094 shares at a market value of $172.4M.
Does the implied price-per-share represent Permian Investment Partners, LP's cost basis in TIC?
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.