Doma Perpetual Capital Management LLC: MERCHANTS BANCORP IND (MBIN): Quarterly 13F Position History
As of Q2 2026, Doma Perpetual Capital Management LLC reported 810,082 shares of MERCHANTS BANCORP IND (MBIN), worth $40.5M and representing 9.4% of its 13F equity book. Quarter-over-quarter share count change: 305,512 (-27.4%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 810,082Shares Held (Latest Filing)
- $40.5MReported Market Value (Latest Filing)
- 9.4%Portfolio Weight (% of 13F Equity Book)
- 305,512Quarter-over-Quarter Share Change
- -$7.4MQuarter-over-Quarter Value Change
- 1,115,594Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 810,082 | 305,512 | -27.4% | $40.5M | 9.4% | $50.0 |
| Q1 2026 | 1,115,594 | 0 | – | $47.9M | 12.9% | $42.9 |
| Q4 2025 | 1,115,594 | +1,021,761 | +1088.9% | $38.0M | 10.7% | $34.1 |
| Q3 2025 | 93,833 | – | – | $3.0M | 1.0% | $31.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Doma Perpetual Capital Management LLC first disclose a MBIN position in 13F-HR filings?
Doma Perpetual Capital Management LLC first reported MERCHANTS BANCORP IND (MBIN) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Doma Perpetual Capital Management LLC's most recent quarter-over-quarter share-count change in MBIN?
Between Q1 2026 and Q2 2026, Doma Perpetual Capital Management LLC reduced its MBIN position by 305,512 shares (-27.4%), leaving 810,082 shares at a market value of $40.5M.
Does the implied price-per-share represent Doma Perpetual Capital Management LLC's cost basis in MBIN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.