Doma Perpetual Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$355.6M
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PCRXPACIRA BIOSCIENCES INC | 2,777,794 | $71.9M | 20.21% | |
| 2 | INMDINMODE LTD | 2,838,431 | $41.7M | 11.72% | |
| 3 | MBINMERCHANTS BANCORP IND | 1,115,594 | $38.0M | 10.68% | |
| 4 | NOMDNOMAD FOODS LTD | 2,852,848 | $35.7M | 10.04% | |
| 5 | DVADAVITA INC | 302,883 | $34.4M | 9.68% | |
| 6 | HIFSHINGHAM INSTN SVGS MASS | 117,354 | $33.3M | 9.37% | |
| 7 | AFYAAFYA LTD | 2,083,258 | $32.1M | 9.03% | |
| 8 | NSSCNAPCO SEC TECHNOLOGIES INC | 627,931 | $26.2M | 7.36% | |
| 9 | KNSLKINSALE CAP GROUP INC | 56,051 | $21.9M | 6.16% | |
| 10 | FIHLFIDELIS INSURANCE HOLDINGS L | 636,912 | $12.5M | 3.50% | |
| 11 | BBDBANCO BRADESCO S A | 2,005,430 | $6.7M | 1.88% | |
| 12 | SIRISIRIUSXM HOLDINGS INC | 63,712 | $1.3M | 0.36% |