Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 22
- No 13F data for Q4 2020
- Portfolio value
- $293.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 697,080 | $193.5M | 66.0% | – | – | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 1,624,500 | $19.1M | 6.5% | – | – | History |
| CVSCVS Health Corp | Stock | 162,500 | $12.2M | 4.2% | – | – | History |
| IDCCInterDigital, Inc. | COM | 171,689 | $10.9M | 3.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 4,410 | $9.12M | 3.1% | – | – | History |
| CCitigroup Inc | Stock | 125,000 | $9.09M | 3.1% | – | – | History |
| WDCWestern Digital Corp | COM | 122,600 | $8.18M | 2.8% | – | – | History |
| Paramount Global92556H206 | CL B | 154,850 | $6.98M | 2.4% | – | – | – |
| MTGMgic Investment Corp | COM | 390,000 | $5.40M | 1.8% | – | – | History |
| RTXRTX Corp | Stock | 69,000 | $5.33M | 1.8% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 83,000 | $4.29M | 1.5% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 23,000 | $3.96M | 1.3% | – | – | History |
| MAMastercard Inc | Stock | 3,797 | $1.34M | 0.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,576 | $860.0K | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 8,925 | $750.0K | 0.3% | – | – | History |
| VVisa Inc. | Stock | 3,025 | $642.0K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 4,235 | $623.0K | 0.2% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 11,475 | $597.0K | 0.2% | – | – | History |
| BF.ABrown Forman Corp | CL A | 3,000 | $200.0K | 0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 559 | $133.0K | <0.1% | – | – | History |
| BF.BBrown Forman Corp | Stock | 925 | $66.0K | <0.1% | – | – | History |
| CABOCable One, Inc. | COM | 34 | $65.0K | <0.1% | – | – | History |