Permian Investment Partners’s TIC Solutions Inc TIC Stock Holding History

Permian Investment Partners’s Portfolio TIC Stock Details TIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$144M	Buy	21,945,094 +2,776,986	+14%	+$26.1M	15.96%	2
2025 Q4	$194M	Buy	19,168,108 +4,599,290	+32%	+$51.2M	21.95%	1
2025 Q3	$194M	Buy	14,568,818 +4,878,986	+50%	+$55.6M	21.89%	1
2025 Q2	$107M	Buy	9,689,832 +1,159,252	+14%	+$11.9M	11.72%	3
2025 Q1	$94.9M	Buy	+8,530,580	New	+$103M	13.5%	5

Other funds holding TIC

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Permian Investment Partners's TIC Position: Q1 2026 in Review

Permian Investment Partners increased its TIC Solutions Inc (TIC) stake by 14% in Q1 2026, buying an estimated $26.1M and bringing the position to 21,945,094 shares worth $144M. The position accounts for 15.96% of the portfolio, ranked #2.

Permian Investment Partners first reported a position in TIC in Q1 2025 and has held it in 5 quarters since. The position peaked at $194M in Q3 2025. 215 funds tracked by Wall St. Rank hold TIC as of Q1 2026.

Permian Investment Partners held 21,945,094 shares of TIC Solutions Inc worth $144M as of Q1 2026.
Permian Investment Partners bought 2,776,986 TIC Solutions Inc shares in Q1 2026, an estimated $26.1M.
TIC Solutions Inc made up 15.96% of Permian Investment Partners's portfolio in Q1 2026, its #2 holding.
Permian Investment Partners first reported a position in TIC Solutions Inc in Q1 2025 and has held it in 5 quarters since.
Permian Investment Partners's TIC Solutions Inc position peaked at $194M in Q3 2025.
215 funds tracked by Wall St. Rank held TIC Solutions Inc as of Q1 2026.

Based on Permian Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.