Permit Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$294.4M
Q ending 2026-03-31
Prior quarter
$321.4M
Q ending 2025-12-31
Change
-8.4% QoQ · +4.4% YoY
Positions
19
reported holdings
Largest positions
All 19 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Sba Communications Corp | SBAC | Shares | $99.0M | 575K |
| Pitney Bowes Inc | PBI | Shares | $38.7M | 3.5M |
| Expedia Group Inc | EXPE | Shares | $17.8M | 77K |
| Echostar Corp | ECHO | Shares | $12.3M | 105K |
| Western Digital Corp | WDC | Shares | $11.1M | 41K |
| Hp Inc | HPQ | Shares | $10.9M | 569K |
| Match Group Inc New | MTCH | Shares | $10.7M | 350K |
| Frontdoor Inc | FTDR | Shares | $10.4M | 198K |
| Alphabet Inc | GOOG | Shares | $10.0M | 35K |
| Range Res Corp | RRC | Shares | $9.4M | 209K |
| Cvs Health Corp | CVS | Shares | $9.0M | 126K |
| Mgic Invt Corp Wis | MTG | Shares | $9.0M | 341K |
| Interdigital Inc | IDCC | Shares | $8.7M | 29K |
| Meta Platforms Inc | META | Shares | $8.6M | 15K |
| Open Text Corp | OTEX | Shares | $8.0M | 360K |
| Gen Digital Inc | GEN | Shares | $7.1M | 375K |
| Signet Jewelers Limited | Shares | $6.9M | 81K | |
| Paypal Hldgs Inc | PYPL | Shares | $5.9M | 130K |
| Qvc Group Inc | QVCAQ | Shares | $864K | 398K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.