13F HOLDINGS REPORT
Doma Perpetual Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004796
Total Value
$297.8M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PACIRA BIOSCIENCES INC | PCRX | 2,701,324 | $69.6M | 23.38% |
| 2 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 1,165,347 | $50.1M | 16.81% |
| 3 | DAVITA INC | DVA | 355,574 | $47.2M | 15.87% |
| 4 | INMODE LTD | INMD | 2,838,431 | $42.3M | 14.20% |
| 5 | SIRIUSXM HOLDINGS INC | 829933100 | 1,158,398 | $27.0M | 9.05% |
| 6 | HINGHAM INSTN SVGS MASS | 433323102 | 87,547 | $23.1M | 7.75% |
| 7 | AFYA LTD | AFYA | 891,639 | $13.9M | 4.67% |
| 8 | FIDELIS INSURANCE HOLDINGS L | FIHL | 636,912 | $11.6M | 3.88% |
| 9 | BANCO BRADESCO S A | 059460303 | 2,005,430 | $6.8M | 2.28% |
| 10 | MERCHANTS BANCORP IND | MBINN | 93,833 | $3.0M | 1.00% |
| 11 | NOMAD FOODS LTD | NOMD | 164,596 | $2.2M | 0.73% |
| 12 | INTERNATIONAL MNY EXPRESS IN | INTR | 81,526 | $1.1M | 0.38% |