Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 30
- +4 vs. Q1 2024
- Portfolio value
- $266.0M
- +$109.2M (+69.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 604,035 | $115.7M | 43.5% | +569,635+1,655.9% | Added | History |
| PBIPitney Bowes Inc | COM | 2,869,707 | $14.6M | 5.5% | −385,000−11.8% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 94,425 | $11.9M | 4.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 58,881 | $10.8M | 4.1% | −594−1.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 17,000 | $8.57M | 3.2% | −11,600−40.6% | Reduced | History |
| WDCWestern Digital Corp | COM | 113,050 | $8.57M | 3.2% | −33,200−22.7% | Reduced | History |
| MTGMgic Investment Corp | COM | 391,350 | $8.43M | 3.2% | −169,000−30.2% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 70,589 | $8.23M | 3.1% | 00.0% | Unchanged | History |
| GENGen Digital Inc. | Stock | 325,000 | $8.12M | 3.1% | +325,000 | New | History |
| FTDRFrontdoor, Inc. | COM | 227,600 | $7.69M | 2.9% | +227,600 | New | History |
| RRCRange Resources Corp | COM | 228,850 | $7.67M | 2.9% | −45,000−16.4% | Reduced | History |
| HPQHP Inc | Stock | 219,000 | $7.67M | 2.9% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $7.54M | 2.8% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 245,000 | $7.44M | 2.8% | +245,000 | New | History |
| CVSCVS Health Corp | Stock | 125,500 | $7.41M | 2.8% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $7.26M | 2.7% | −29,000−26.4% | Reduced | History |
| Paramount Global92556H206 | CL B | 558,000 | $5.80M | 2.2% | 00.0% | Unchanged | – |
| QVCGAOld QVC Group, Inc. | COM SER A | 7,600,000 | $4.79M | 1.8% | 00.0% | Unchanged | History |
| ECHOEchoStar CORP | CL A | 105,263 | $1.87M | 0.7% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.22M | 0.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,320 | $1.02M | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,825 | $742.4K | 0.3% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 2,685 | $704.7K | 0.3% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 996 | $672.2K | 0.3% | −149−13.0% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 6,276 | $635.9K | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,955 | $395.4K | 0.1% | −670−25.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 3,355 | $243.8K | 0.1% | +630+23.1% | Added | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $127.1K | <0.1% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 980 | $106.6K | <0.1% | +980 | New | History |
| BF.BBrown Forman Corp | Stock | 235 | $10.2K | <0.1% | 00.0% | Unchanged | History |