Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 25
- +2 vs. Q1 2023
- Portfolio value
- $268.5M
- +$928.4K (+0.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 617,225 | $143.0M | 53.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 102,010 | $12.3M | 4.6% | 00.0% | Unchanged | History |
| PBIPitney Bowes Inc | COM | 3,254,707 | $11.5M | 4.3% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 96,800 | $10.6M | 3.9% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 36,400 | $10.4M | 3.9% | −7,300−16.7% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 101,689 | $9.82M | 3.7% | −10,000−9.0% | Reduced | History |
| MTGMgic Investment Corp | COM | 600,000 | $9.47M | 3.5% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $8.68M | 3.2% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 273,850 | $8.05M | 3.0% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 455,000 | $7.24M | 2.7% | 00.0% | Unchanged | – |
| SIGSignet Jewelers Ltd | SHS | 146,250 | $7.18M | 2.7% | +146,250 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 103,500 | $6.91M | 2.6% | +43,500+72.5% | Added | History |
| HPQHP Inc | Stock | 219,000 | $6.73M | 2.5% | +219,000 | New | History |
| WDCWestern Digital Corp | COM | 146,250 | $5.55M | 2.1% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 4,098,585 | $4.06M | 1.5% | 00.0% | Unchanged | History |
| DISHDISH Network CORP | CL A | 348,000 | $2.29M | 0.9% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.04M | 0.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,435 | $957.7K | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,960 | $668.4K | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 6,525 | $637.0K | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 2,275 | $540.3K | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,250 | $327.2K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 500 | $220.2K | 0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $196.0K | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 575 | $38.4K | <0.1% | 00.0% | Unchanged | History |