Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 23
- −3 vs. Q4 2022
- Portfolio value
- $267.6M
- −$21.9M (−7.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 617,225 | $161.1M | 60.2% | 00.0% | Unchanged | History |
| PBIPitney Bowes Inc | COM | 3,254,707 | $12.7M | 4.7% | +877,092+36.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 102,010 | $10.6M | 4.0% | −1,003−1.0% | Reduced | History |
| Paramount Global92556H206 | CL B | 455,000 | $10.2M | 3.8% | +119,150+35.5% | Added | – |
| EXPEExpedia Group, Inc. | Stock | 96,800 | $9.39M | 3.5% | +23,600+32.2% | Added | History |
| CVSCVS Health Corp | Stock | 125,500 | $9.33M | 3.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 43,700 | $9.26M | 3.5% | −3,800−8.0% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 111,689 | $8.14M | 3.0% | −40,000−26.4% | Reduced | History |
| MTGMgic Investment Corp | COM | 600,000 | $8.05M | 3.0% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 273,850 | $7.25M | 2.7% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 146,250 | $5.51M | 2.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 60,000 | $4.56M | 1.7% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 4,098,585 | $4.05M | 1.5% | 00.0% | Unchanged | History |
| DISHDISH Network CORP | CL A | 348,000 | $3.25M | 1.2% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $931.2K | 0.3% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,435 | $884.9K | 0.3% | −271−10.0% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 6,525 | $634.6K | 0.2% | −725−10.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,960 | $605.2K | 0.2% | −555−22.1% | Reduced | History |
| VVisa Inc. | Stock | 2,275 | $512.9K | 0.2% | −250−9.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,250 | $293.2K | 0.1% | −250−10.0% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $187.7K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 500 | $172.7K | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 575 | $37.0K | <0.1% | −400−41.0% | Reduced | History |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.