DOSSIER · 13F-HR · Q1 2026

Permanens Capital L.P.

Permanens L.P.'s asset manager based in Omaha, NE — $776M in tracked AUM across 88 positions as of Q1 2026.

PL

Permanens L.P.·Omaha, NE·Asset Manager

CIK 0001599637 · last filed Mar 31, 2026

Total AUM

$776M

▼ 8.3%

vs prior

Holdings

88

—

positions

Whale Score

66

66

tracked

Activity

—

no data

changes this Q

Top sector

Tech

4% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for Permanens Capital L.P. for the period ending September 30, 2025, here is a comprehensive institutional analysis.

1. Portfolio Overview

Permanens Capital L.P. has executed a drastic restructuring of its portfolio during the third quarter of 2025. The total portfolio value plummeted by 61.6%, declining from $733.35 million to $281.73 million. This reduction is not solely attributable to market performance but is driven by a significant shift i...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES GOLD TR

$166M1.9M21.4%

02

VANGUARD INDEX FDS

$118M599K15.1%

03

SPDR SERIES TRUST

$91M988K11.7%

04

VANGUARD INDEX FDS

$50M115K6.5%

05

BLACKROCK ETF TRUST II

$41M822K5.3%

06

SCHWAB STRATEGIC TR

$31M1.3M3.9%

07

ISHARES TR

$31M258K3.9%

08

LAZARD ACTIVE ETF TR

$20M596K2.5%

09

CAMECO CORP

$18M169K2.4%

10

PRINCIPAL EXCHANGE TRADED FD

$16M847K2.1%

Filing history

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