LI
PR

LRI Investments’s Permian Resources PR Stock Holding History

LRI Investments’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$792 Sell
43
-2,514
-98% -$50.5K ﹤0.01% 1432
2026
Q1 		$54.5K Sell
2,557
-3,255
-56% -$56.2K ﹤0.01% 501
2025
Q4 		$81.5K Buy
+5,812
New +$78K 0.01% 458
2025
Q3 		– Sell
-3,940
Closed -$53.7K – 1353
2025
Q2 		$53.7K Buy
+3,940
New +$50.7K ﹤0.01% 541

Other funds holding PR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LRI Investments's PR Position: Q2 2026 in Review

LRI Investments reduced its Permian Resources (PR) stake by 98% in Q2 2026, selling an estimated $50.5K and leaving 43 shares worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

LRI Investments first reported a position in PR in Q2 2025 and has held it in 4 quarters since. The position peaked at $81.5K in Q4 2025. 182 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • LRI Investments held 43 shares of Permian Resources worth $792 as of Q2 2026.
  • LRI Investments sold 2,514 Permian Resources shares in Q2 2026, an estimated $50.5K.
  • Permian Resources made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1432 holding.
  • LRI Investments first reported a position in Permian Resources in Q2 2025 and has held it in 4 quarters since.
  • LRI Investments's Permian Resources position peaked at $81.5K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.