Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 26
- 0 vs. Q4 2023
- Portfolio value
- $156.8M
- −$134.4M (−46.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PBIPitney Bowes Inc | COM | 3,254,707 | $14.1M | 9.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 28,600 | $13.9M | 8.9% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 94,425 | $13.0M | 8.3% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 560,350 | $12.5M | 8.0% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 110,000 | $11.0M | 7.0% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $10.0M | 6.4% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 146,250 | $9.98M | 6.4% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 273,850 | $9.43M | 6.0% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 7,600,000 | $9.35M | 6.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 59,475 | $9.06M | 5.8% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $8.71M | 5.6% | +31,000+31.3% | Added | History |
| IDCCInterDigital, Inc. | COM | 70,589 | $7.51M | 4.8% | 00.0% | Unchanged | History |
| SBACSba Communications Corp | CL A | 34,400 | $7.45M | 4.8% | −576,185−94.4% | Reduced | History |
| HPQHP Inc | Stock | 219,000 | $6.62M | 4.2% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 558,000 | $6.57M | 4.2% | +118,000+26.8% | Added | – |
| ECHOEchoStar CORP | CL A | 105,263 | $1.50M | 1.0% | +105,263 | New | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.27M | 0.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,320 | $1.12M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,825 | $767.4K | 0.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 2,685 | $749.3K | 0.5% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 1,145 | $695.4K | 0.4% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 6,276 | $575.0K | 0.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,625 | $525.8K | 0.3% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 2,725 | $209.8K | 0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $152.5K | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 235 | $12.1K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.