PERMANENT CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FTNT | 3K | $216.59K |
 | V | 3K | $876.66K |
 | CRH | 2K | $270.73K |
 | RDDT | 2K | $517.48K |
 | META | 2K | $1.64M |
 | IBM | 2K | $609.75K |
 | AMAT | 2K | $386.96K |
 | SPGI | 2K | $826.43K |
 | HWM | 2K | $318.68K |
 | DLR | 1K | $253.10K |
 | DE | 1K | $670.42K |
 | MCD | 1K | $420.58K |
 | DHR | 1K | $269.08K |
 | TTWO | 1K | $263.27K |
 | ETN | 1K | $375.75K |
 | IT | 952 | $250.25K |
 | COST | 944 | $873.79K |
 | HLT | 890 | $230.90K |
 | UNH | 731 | $252.41K |
 | SHW | 687 | $237.88K |
Fortinet, Inc.
FTNT
Shares Held
3K
Value
$216.59K
Visa Inc.
V
Shares Held
3K
Value
$876.66K
CRH plc
CRH
Shares Held
2K
Value
$270.73K
Reddit, Inc.
RDDT
Shares Held
2K
Value
$517.48K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.64M
International Business Machines Corporation
IBM
Shares Held
2K
Value
$609.75K
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$386.96K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$826.43K
Howmet Aerospace Inc.
HWM
Shares Held
2K
Value
$318.68K
Digital Realty Trust, Inc.
DLR
Shares Held
1K
Value
$253.10K
Deere & Company
DE
Shares Held
1K
Value
$670.42K
McDonald's Corporation
MCD
Shares Held
1K
Value
$420.58K
Danaher Corporation
DHR
Shares Held
1K
Value
$269.08K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
1K
Value
$263.27K
Eaton Corporation plc
ETN
Shares Held
1K
Value
$375.75K
Gartner, Inc.
IT
Shares Held
952
Value
$250.25K
Costco Wholesale Corporation
COST
Shares Held
944
Value
$873.79K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
890
Value
$230.90K
UnitedHealth Group Incorporated
UNH
Shares Held
731
Value
$252.41K
The Sherwin-Williams Company
SHW
Shares Held
687
Value
$237.88K