Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 25
- 0 vs. Q2 2023
- Portfolio value
- $236.4M
- −$32.1M (−12.0%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 613,825 | $122.9M | 52.0% | −3,400−0.6% | Reduced | History |
| PBIPitney Bowes Inc | COM | 3,254,707 | $9.83M | 4.2% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 94,425 | $9.73M | 4.1% | −2,375−2.5% | Reduced | History |
| MTGMgic Investment Corp | COM | 582,750 | $9.73M | 4.1% | −17,250−2.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 10,129,766 | $8.94M | 3.8% | +10,027,756+9,830.2% | Added | History |
| RRCRange Resources Corp | COM | 273,850 | $8.88M | 3.8% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $8.76M | 3.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 28,600 | $8.59M | 3.6% | −7,800−21.4% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 98,589 | $7.91M | 3.3% | −3,100−3.0% | Reduced | History |
| SIGSignet Jewelers Ltd | SHS | 110,000 | $7.90M | 3.3% | −36,250−24.8% | Reduced | History |
| WDCWestern Digital Corp | COM | 146,250 | $6.67M | 2.8% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 103,500 | $6.05M | 2.6% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 455,000 | $5.87M | 2.5% | 00.0% | Unchanged | – |
| HPQHP Inc | Stock | 219,000 | $5.63M | 2.4% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 4,098,585 | $2.49M | 1.1% | 00.0% | Unchanged | History |
| DISHDISH Network CORP | CL A | 348,000 | $2.04M | 0.9% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.06M | 0.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,435 | $964.0K | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,960 | $686.6K | 0.3% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 6,525 | $604.1K | 0.3% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 2,275 | $523.3K | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,250 | $326.3K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 500 | $188.8K | 0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $167.3K | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 575 | $33.2K | <0.1% | 00.0% | Unchanged | History |