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 Q2	$172M	Sell	21,310,094 -635,000	-3%	-$5.36M	18.91%	1
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 $35.1B AUM 21.36% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Permian Investment Partners's TIC Position: Q2 2026 in Review

Permian Investment Partners reduced its TIC Solutions Inc (TIC) stake by 2.9% in Q2 2026, selling an estimated $5.36M and leaving 21,310,094 shares worth $172M. The position accounts for 18.91% of the portfolio, ranked #1.

Permian Investment Partners first reported a position in TIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $194M in Q3 2025. 213 funds tracked by Wall St. Rank hold TIC as of Q2 2026.

Permian Investment Partners held 21,310,094 shares of TIC Solutions Inc worth $172M as of Q2 2026.
Permian Investment Partners sold 635,000 TIC Solutions Inc shares in Q2 2026, an estimated $5.36M.
TIC Solutions Inc made up 18.91% of Permian Investment Partners's portfolio in Q2 2026, its #1 holding.
Permian Investment Partners first reported a position in TIC Solutions Inc in Q1 2025 and has held it in 6 quarters since.
Permian Investment Partners's TIC Solutions Inc position peaked at $194M in Q3 2025.
213 funds tracked by Wall St. Rank held TIC Solutions Inc as of Q2 2026.

Based on Permian Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.