Holders — by stockHoldings — by fund
Doma Perpetual Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1962221
$430.8M
disclosed book value
13
positions
16.4%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PCRXPACIRA BIOSCIENCES INC | 2.8M | $70.5M | 16.4% |
| 2 | NOMAD FOODS LTD | 3.8M | $41.9M | 9.7% |
| 3 | MBINMERCHANTS BANCORP IND | 810,082 | $40.5M | 9.4% |
| 4 | INMODE LTD | 2.7M | $39.9M | 9.3% |
| 5 | HIFSHINGHAM INSTN SVGS MASS | 123,437 | $37.9M | 8.8% |
| 6 | INTUINTUIT | 143,710 | $37.5M | 8.7% |
| 7 | AFYA LTD | 2.4M | $35.6M | 8.3% |
| 8 | DVADAVITA INC | 159,668 | $35.5M | 8.2% |
| 9 | SSNCSS&C TECH HLDGS | 448,816 | $27.8M | 6.5% |
| 10 | NSSCNAPCO SEC TECHNOLOGIES INC | 627,931 | $23.8M | 5.5% |
| 11 | ROPROPER TECHNOLOGIES INC | 67,830 | $23.0M | 5.3% |
| 12 | KNSLKINSALE CAP GROUP INC | 50,051 | $16.5M | 3.8% |
| 13 | PELAGOS INS CAP LTD | 9,855 | $239,969 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.