13F HOLDINGS REPORT
PERMIT CAPITAL, LLC
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001193125-25-274134
Total Value
$319.1M
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 | $111.7M | 35.02% |
| 2 | PITNEY BOWES INC | PBI-PB | 2,850,000 | $32.5M | 10.19% |
| 3 | EXPEDIA GROUP INC | EXPE | 83,000 | $17.7M | 5.56% |
| 4 | INTERDIGITAL INC | IDCC | 41,672 | $14.4M | 4.51% |
| 5 | WESTERN DIGITAL CORP | WDC | 100,000 | $12.0M | 3.76% |
| 6 | OPEN TEXT CORP | OTEX | 310,000 | $11.6M | 3.63% |
| 7 | ALPHABET INC | GOOG | 47,000 | $11.4M | 3.59% |
| 8 | META PLATFORMS INC | META | 15,000 | $11.0M | 3.45% |
| 9 | FRONTDOOR INC | FTDR | 155,600 | $10.5M | 3.28% |
| 10 | MATCH GROUP INC NEW | MTCH | 292,000 | $10.3M | 3.23% |
| 11 | MGIC INVT CORP WIS | 552848103 | 341,350 | $9.7M | 3.04% |
| 12 | CVS HEALTH CORP | CVS | 125,500 | $9.5M | 2.97% |
| 13 | GEN DIGITAL INC | GENVR | 325,000 | $9.2M | 2.89% |
| 14 | PAYPAL HLDGS INC | PYPL | 130,000 | $8.7M | 2.73% |
| 15 | ECHOSTAR CORP | SATS | 105,263 | $8.0M | 2.52% |
| 16 | RANGE RES CORP | RRC | 208,850 | $7.9M | 2.46% |
| 17 | SIGNET JEWELERS LTD | SIG | 81,000 | $7.8M | 2.44% |
| 18 | HP INC | HPQ | 219,000 | $6.0M | 1.87% |
| 19 | QVC GROUP INC | QVCGP | 361,790 | $4.9M | 1.53% |
| 20 | SANDISK CORP | SNDK | 37,683 | $4.2M | 1.33% |