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Portfolio (Quarterly) Guide ↗

Permanent Capital Management, LP

· CIK 0002054108
13F Portfolio $513M AUM 157 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 23 New 46 Added 49 Reduced 17 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 13,836.0 $140K 0.03% NEW $10.09 +2.3%
22 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 12,842.0 $140K 0.03% NEW $10.87 -1.4%
23 BLACKROCK MUNIVEST FD INC 12,751.0 $88K 0.02% NEW $6.93
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 23.1%
Industrials 8.5%
Consumer Cyclical 7.5%
Communication Services 6.4%
Healthcare 4.7%
Utilities 4.0%
Energy 3.5%
Consumer Defensive 2.7%
Basic Materials 1.6%