Stock Taper 
PERMANENT CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tesla, Inc. | TSLA | 1.52K | $641.41K |
 Regal Rexnord Corporation | RRX | 1.49K | $355.43K |
 Deere & Company | DE | 1.48K | $940.57K |
 Republic Services, Inc. | RSG | 1.43K | $304.06K |
 Nucor Corporation | NUE | 1.43K | $318.22K |
 Live Nation Entertainment, Inc. | LYV | 1.4K | $256.9K |
 Garmin Ltd. | GRMN | 1.4K | $333.03K |
 Waters Corporation | WAT | 1.31K | $490.55K |
 Howmet Aerospace Inc. | HWM | 1.24K | $333.12K |
 Applied Materials, Inc. | AMAT | 1.23K | $891.46K |
 Lam Research Corporation | LRCX | 1.23K | $532.01K |
 QUALCOMM Incorporated | QCOM | 1.14K | $210.11K |
 M&T Bank Corporation | MTB | 1.14K | $270.38K |
 Essex Property Trust, Inc. | ESS | 1.1K | $323.3K |
 Targa Resources Corp. | TRGP | 1.06K | $284.5K |
 S&P Global Inc. | SPGI | 1.03K | $421.51K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.01K | $485.48K |
 Palo Alto Networks, Inc. | PANW | 997 | $340K |
 Costco Wholesale Corporation | COST | 990 | $926.04K |
 Hilton Worldwide Holdings Inc. | HLT | 902 | $298.07K |