Permanens Capital L.P.

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$776,254
Net value change ($000)
+9,492 (1.2%)
New positions
19
Sold out positions
11
Turnover %
30.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IAU 75,111 82.4%
BINC 40,965 NEW
SCHI 30,617 NEW
BIL 29,833 49.2%
IEI 28,622 1452.9%
BKR 10,656 NEW
VTV 10,367 9.7%
BRK-B 9,498 NEW
BKLN 7,825 NEW
BRHY 7,810 NEW
Top Reduces (Value $000, Stocks/ETFs)
SLV -57,994 -100.0%
DXJ -38,412 -91.0%
SHYG -36,311 -100.0%
VUG -28,662 -36.4%
BBEU -26,109 -63.6%
EAGL -16,890 -65.0%
PREF -16,777 -51.3%
UBS GROUP AG -9,605 -100.0%
SCHW -8,538 -100.0%
AMZN -2,349 -37.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type