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Portfolio (Quarterly) Guide ↗

Permanent Capital Management, LP

· CIK 0002054108
13F Portfolio $747M AUM 211 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 90 New 56 Added 45 Reduced 36 Exited
Page 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BKR BAKER HUGHES COMPANY Energy 3,796.0 $211K 0.03% NEW $55.50 +3.2%
202 CPER UNITED STS COMMODITY INDEX F Financial Services 5,580.0 $211K 0.03% NEW $37.73 +6.6%
203 QCOM QUALCOMM INC Technology 1,137.0 $210K 0.03% NEW $184.79 -3.8%
204 HNRG HALLADOR ENERGY COMPANY Energy 11,777.0 $205K 0.03% $17.39 -13.1%
205 IVV ISHARES TR 272.0 $204K 0.03% NEW $748.38 +2.2%
206 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 42,165.0 $203K 0.03% NEW $4.82 -3.1%
207 HP HELMERICH & PAYNE INC Energy 6,200.0 $203K 0.03% NEW $32.74 +25.0%
208 ACTG ACACIA RESH CORP Industrials 30,000.0 $140K 0.02% -375K -92.6% $4.66 -3.2%
209 RPC RIDGEPOST CAP INC Financial Services 13,682.0 $108K 0.01% +131.0 +1.0% $7.87 -0.0%
210 BRW SABA CAPITAL INCOME & OPRNT Financial Services 15,539.0 $102K 0.01% NEW $6.57 -6.1%
211 GDL GDL FD Financial Services 10,131.0 $86K 0.01% NEW $8.47 -0.9%
Page 11 of 11  ·  211 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 32.9%
Financial Services 18.9%
Industrials 11.3%
Consumer Cyclical 9.0%
Healthcare 6.7%
Communication Services 5.3%
Consumer Defensive 4.5%
Utilities 4.2%
Energy 3.5%
Real Estate 2.3%