Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 26
- +1 vs. Q3 2023
- Portfolio value
- $291.2M
- +$54.7M (+23.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 610,585 | $154.9M | 53.2% | −3,240−0.5% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 94,425 | $14.3M | 4.9% | 00.0% | Unchanged | History |
| PBIPitney Bowes Inc | COM | 3,254,707 | $14.3M | 4.9% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 110,000 | $11.8M | 4.1% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 560,350 | $10.8M | 3.7% | −22,400−3.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 28,600 | $10.1M | 3.5% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $9.91M | 3.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 59,475 | $8.38M | 2.9% | −10,070,291−99.4% | Reduced | History |
| RRCRange Resources Corp | COM | 273,850 | $8.34M | 2.9% | 00.0% | Unchanged | History |
| IDCCInterDigital, Inc. | COM | 70,589 | $7.66M | 2.6% | −28,000−28.4% | Reduced | History |
| WDCWestern Digital Corp | COM | 146,250 | $7.66M | 2.6% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 7,600,000 | $6.65M | 2.3% | +3,501,415+85.4% | Added | History |
| HPQHP Inc | Stock | 219,000 | $6.59M | 2.3% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 440,000 | $6.51M | 2.2% | −15,000−3.3% | Reduced | – |
| PYPLPayPal Holdings, Inc. | Stock | 99,000 | $6.08M | 2.1% | −4,500−4.3% | Reduced | History |
| DISHDISH Network CORP | CL A | 300,000 | $1.73M | 0.6% | −48,000−13.8% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.09M | 0.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,320 | $989.5K | 0.3% | −115−4.7% | Reduced | History |
| VVisa Inc. | Stock | 2,685 | $699.0K | 0.2% | +410+18.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,825 | $650.9K | 0.2% | −135−6.9% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 6,276 | $590.4K | 0.2% | −249−3.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 1,145 | $557.5K | 0.2% | +645+129.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,625 | $446.5K | 0.2% | +375+16.7% | Added | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $171.6K | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 2,725 | $167.8K | 0.1% | +2,725 | New | History |
| BF.BBrown Forman Corp | Stock | 235 | $13.4K | <0.1% | −340−59.1% | Reduced | History |