PCM
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Permanent Capital Management’s Cadiz CDZI Stock Holding History

Permanent Capital Management’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25M Buy
537,680
+63,661
+13% +$284K 0.3% 27
2026
Q1 		$2.05M Sell
474,019
-22,500
-5% -$123K 0.32% 29
2025
Q4 		$2.79M Hold
496,519
– – 0.54% 24
2025
Q3 		$2.34M Buy
+496,519
New +$1.73M 0.44% 27
2024
Q2 		$960K Buy
+321,022
New +$872K 0.2% 50

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Permanent Capital Management's CDZI Position: Q2 2026 in Review

Permanent Capital Management increased its Cadiz (CDZI) stake by 13% in Q2 2026, buying an estimated $284K and bringing the position to 537,680 shares worth $2.25M. The position accounts for 0.3% of the portfolio, ranked #27.

Permanent Capital Management first reported a position in CDZI in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.79M in Q4 2025. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Permanent Capital Management held 537,680 shares of Cadiz worth $2.25M as of Q2 2026.
  • Permanent Capital Management bought 63,661 Cadiz shares in Q2 2026, an estimated $284K.
  • Cadiz made up 0.3% of Permanent Capital Management's portfolio in Q2 2026, its #27 holding.
  • Permanent Capital Management first reported a position in Cadiz in Q2 2024 and has held it in 5 quarters since.
  • Permanent Capital Management's Cadiz position peaked at $2.79M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.