13F HOLDINGS REPORT
PERMIT CAPITAL, LLC
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0000950123-25-007066
Total Value
$308.8M
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 | $135.7M | 43.96% |
| 2 | PITNEY BOWES INC | PBI-PB | 2,850,000 | $31.1M | 10.07% |
| 3 | EXPEDIA GROUP INC | EXPE | 83,000 | $14.0M | 4.53% |
| 4 | INTERDIGITAL INC | IDCC | 50,589 | $11.3M | 3.67% |
| 5 | META PLATFORMS INC | META | 15,000 | $11.1M | 3.59% |
| 6 | PAYPAL HLDGS INC | PYPL | 130,000 | $9.7M | 3.13% |
| 7 | GEN DIGITAL INC | GENVR | 325,000 | $9.6M | 3.09% |
| 8 | MGIC INVT CORP WIS | 552848103 | 341,350 | $9.5M | 3.08% |
| 9 | FRONTDOOR INC | FTDR | 155,600 | $9.2M | 2.97% |
| 10 | OPEN TEXT CORP | OTEX | 310,000 | $9.1M | 2.93% |
| 11 | MATCH GROUP INC NEW | MTCH | 292,000 | $9.0M | 2.92% |
| 12 | CVS HEALTH CORP | CVS | 125,500 | $8.7M | 2.80% |
| 13 | RANGE RES CORP | RRC | 208,850 | $8.5M | 2.75% |
| 14 | ALPHABET INC | GOOG | 47,000 | $8.3M | 2.70% |
| 15 | WESTERN DIGITAL CORP. | WDC | 113,050 | $7.2M | 2.34% |
| 16 | SIGNET JEWELERS LTD | SIG | 81,000 | $6.4M | 2.09% |
| 17 | HP INC | HPQ | 219,000 | $5.4M | 1.73% |
| 18 | ECHOSTAR CORP | SATS | 105,263 | $2.9M | 0.94% |
| 19 | SANDISK CORP | SNDK | 37,683 | $1.7M | 0.55% |
| 20 | QVC GROUP INC | QVCGP | 150,000 | $412,500 | 0.13% |