13F HOLDINGS REPORT
Doma Perpetual Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000872
Total Value
$355.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PACIRA BIOSCIENCES INC | PCRX | 2,777,794 | $71.9M | 20.21% |
| 2 | INMODE LTD | INMD | 2,838,431 | $41.7M | 11.72% |
| 3 | MERCHANTS BANCORP IND | MBINN | 1,115,594 | $38.0M | 10.68% |
| 4 | NOMAD FOODS LTD | NOMD | 2,852,848 | $35.7M | 10.04% |
| 5 | DAVITA INC | DVA | 302,883 | $34.4M | 9.68% |
| 6 | HINGHAM INSTN SVGS MASS | 433323102 | 117,354 | $33.3M | 9.37% |
| 7 | AFYA LTD | AFYA | 2,083,258 | $32.1M | 9.03% |
| 8 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 627,931 | $26.2M | 7.36% |
| 9 | KINSALE CAP GROUP INC | 49714P108 | 56,051 | $21.9M | 6.16% |
| 10 | FIDELIS INSURANCE HOLDINGS L | FIHL | 636,912 | $12.5M | 3.50% |
| 11 | BANCO BRADESCO S A | 059460303 | 2,005,430 | $6.7M | 1.88% |
| 12 | SIRIUSXM HOLDINGS INC | 829933100 | 63,712 | $1.3M | 0.36% |