account_balance

Investment manager · 13F filer · SEC CIK 2054108

Permanent Capital Management, LP

Reported value$3.25Bas of Sep 30, 2026
Positions392 204 new, 23 sold out
Top 10 weight87.4%ZWS alone is 65%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ZWS Zurn Elkay Water Solutions Corp 65.0% New
VT Vanguard Intl Equity Index F 7.8% Added +38%
VOO Vanguard Index FDS 5.5% Held
VEA Vanguard Tax-Managed FDS 2.8% Added +89%
AGG iShares Tr 1.9% Held
MSFT Microsoft Corp 1.5% Added +33%
VGIT Vanguard Scottsdale FDS 1.1% Held
NVDA NVIDIA Corp 0.8% Added +377%AAPL Apple Inc. 0.6% Added +325%
VWO Vanguard Intl Equity Index F 0.5% Held
GUNR Flexshares Tr 0.5% New
IWF iShares Tr 0.4% Added +190%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • ZWS $2.11B
  • GUNR $15.7M
  • NFRA $10.4M
  • DFAS $10.3M
arrow_upwardAdded
arrow_downwardTrimmed
  • USFR −30%
remove_circleSold out
  • SPTL $7.29M
  • PCG $768K
  • HONA $762K
  • EFA $691K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist