13F HOLDINGS REPORT
PERMIT CAPITAL, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000950123-25-005077
Total Value
$282.1M
Positions
20
Other Managers
1
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SBA COMMUNICATIONS CORP NEW | SBAC | 577,922 | $127.1M | 45.07% |
| 2 | PITNEY BOWES INC | PBI-PB | 2,400,000 | $21.7M | 7.70% |
| 3 | INTERDIGITAL INC | IDCC | 70,589 | $14.6M | 5.17% |
| 4 | EXPEDIA GROUP INC | EXPE | 73,000 | $12.3M | 4.35% |
| 5 | META PLATFORMS INC | META | 17,000 | $9.8M | 3.47% |
| 6 | MGIC INVT CORP WIS | 552848103 | 391,350 | $9.7M | 3.44% |
| 7 | RANGE RES CORP | RRC | 228,850 | $9.1M | 3.24% |
| 8 | FRONTDOOR INC | FTDR | 227,600 | $8.7M | 3.10% |
| 9 | GEN DIGITAL INC | GENVR | 325,000 | $8.6M | 3.06% |
| 10 | CVS HEALTH CORP | CVS | 125,500 | $8.5M | 3.01% |
| 11 | PAYPAL HLDGS INC | PYPL | 130,000 | $8.5M | 3.01% |
| 12 | MATCH GROUP INC NEW | MTCH | 245,000 | $7.6M | 2.71% |
| 13 | ALPHABET INC | GOOG | 47,000 | $7.3M | 2.60% |
| 14 | OPEN TEXT CORP | OTEX | 280,000 | $7.1M | 2.51% |
| 15 | HP INC | HPQ | 219,000 | $6.1M | 2.15% |
| 16 | SIGNET JEWELERS LTD | SIG | 81,000 | $4.7M | 1.67% |
| 17 | WESTERN DIGITAL CORP. | WDC | 113,050 | $4.6M | 1.62% |
| 18 | ECHOSTAR CORP | SATS | 105,263 | $2.7M | 0.95% |
| 19 | SANDISK CORP | SNDK | 37,683 | $1.8M | 0.64% |
| 20 | QVC GROUP INC | 74915M100 | 7,500,000 | $1.5M | 0.53% |