13F HOLDINGS REPORT
Doma Perpetual Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002053
Total Value
$254.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PACIRA BIOSCIENCES INC | PCRX | 1,804,069 | $44.8M | 17.62% |
| 2 | DAVITA INC | DVA | 288,360 | $44.1M | 17.34% |
| 3 | INMODE LTD | INMD | 2,239,323 | $39.7M | 15.62% |
| 4 | BANCO BRADESCO S A | 059460303 | 14,580,430 | $32.5M | 12.78% |
| 5 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 1,175,655 | $27.1M | 10.64% |
| 6 | SIRIUSXM HOLDINGS INC | 829933100 | 1,158,398 | $26.1M | 10.27% |
| 7 | HINGHAM INSTN SVGS MASS | 433323102 | 87,547 | $20.8M | 8.18% |
| 8 | AFYA LTD | AFYA | 592,220 | $10.6M | 4.17% |
| 9 | FIDELIS INSURANCE HOLDINGS L | FIHL | 466,085 | $7.6M | 2.97% |
| 10 | INTERNATIONAL MNY EXPRESS IN | INTR | 81,526 | $1.0M | 0.40% |