Institutional Manager · CIK 0001313978
PERMIT CAPITAL, LLC
WEST CONSHOHOCKEN, PA · File #028-11062
Latest AUM
$321.4M
Positions
19
Top-10 Concentration
78.1%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202519 pos · $321.4M
- 13F HOLDINGS REPORTQ/E Sep 202520 pos · $319.1M
- 13F HOLDINGS REPORTQ/E Jun 202520 pos · $308.8M
- 13F HOLDINGS REPORTQ/E Mar 202520 pos · $282.1M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202431 pos · $325.1M
- 13F HOLDINGS REPORTQ/E Dec 202431 pos · $290.4M
- 13F HOLDINGS REPORTQ/E Sep 202431 pos · $316.8M
- 13F HOLDINGS REPORTQ/E Jun 202430 pos · $266.0M
- 13F HOLDINGS REPORTQ/E Mar 202426 pos · $156.8M
- 13F HOLDINGS REPORTQ/E Dec 202325 pos · $236.4M
- 13F HOLDINGS REPORTQ/E Sep 202325 pos · $268.5M
- 13F HOLDINGS REPORTQ/E Jun 202323 pos · $267.6M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202326 pos · $289.5M
- 13F HOLDINGS REPORTQ/E Mar 202326 pos · $289,490
Top 19 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SBA COMMUNICATIONS CORP NEW | SBAC | 575,312 | $111.3M | 34.62% |
| 2 | PITNEY BOWES INC | PBI-PB | 3,250,000 | $34.4M | 10.69% |
| 3 | EXPEDIA GROUP INC | EXPE | 73,000 | $20.7M | 6.43% |
| 4 | WESTERN DIGITAL CORP | WDC | 80,000 | $13.8M | 4.29% |
| 5 | ALPHABET INC | GOOG | 43,000 | $13.5M | 4.20% |
| 6 | INTERDIGITAL INC | IDCC | 41,472 | $13.2M | 4.11% |
| 7 | ECHOSTAR CORP | SATS | 105,263 | $11.4M | 3.56% |
| 8 | FRONTDOOR INC | FTDR | 197,600 | $11.4M | 3.55% |
| 9 | MATCH GROUP INC NEW | MTCH | 350,000 | $11.3M | 3.52% |
| 10 | OPEN TEXT CORP | OTEX | 310,000 | $10.1M | 3.14% |
| 11 | MGIC INVT CORP WIS | 552848103 | 341,350 | $10.0M | 3.10% |
| 12 | CVS HEALTH CORP | CVS | 125,500 | $10.0M | 3.10% |
| 13 | META PLATFORMS INC | META | 15,000 | $9.9M | 3.08% |
| 14 | GEN DIGITAL INC | GENVR | 325,000 | $8.8M | 2.75% |
| 15 | PAYPAL HLDGS INC | PYPL | 130,000 | $7.6M | 2.36% |
| 16 | RANGE RES CORP | RRC | 208,850 | $7.4M | 2.29% |
| 17 | SIGNET JEWELERS LIMITED | SIG | 81,000 | $6.7M | 2.09% |
| 18 | HP INC | HPQ | 269,000 | $6.0M | 1.86% |
| 19 | QVC GROUP INC | QVCGP | 388,062 | $4.1M | 1.26% |