Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 31
- +1 vs. Q2 2024
- Portfolio value
- $325.1M
- +$59.1M (+22.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 601,035 | $144.7M | 44.5% | −3,000−0.5% | Reduced | History |
| PBIPitney Bowes Inc | COM | 2,869,707 | $20.5M | 6.3% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 94,425 | $14.0M | 4.3% | 00.0% | Unchanged | History |
| FTDRFrontdoor, Inc. | COM | 227,600 | $10.9M | 3.4% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $10.1M | 3.1% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 391,350 | $10.0M | 3.1% | 00.0% | Unchanged | History |
| IDCCInterDigital, Inc. | COM | 70,589 | $10.0M | 3.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 17,000 | $9.73M | 3.0% | 00.0% | Unchanged | History |
| OTEXOpen Text Corp | COM | 280,000 | $9.32M | 2.9% | +280,000 | New | History |
| MTCHMatch Group, Inc. | COM | 245,000 | $9.27M | 2.9% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 54,911 | $9.18M | 2.8% | −3,970−6.7% | Reduced | History |
| GENGen Digital Inc. | Stock | 325,000 | $8.91M | 2.7% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $8.35M | 2.6% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $7.89M | 2.4% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 219,000 | $7.86M | 2.4% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 113,050 | $7.72M | 2.4% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 228,850 | $7.04M | 2.2% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 558,000 | $5.93M | 1.8% | 00.0% | Unchanged | – |
| QVCGAOld QVC Group, Inc. | COM SER A | 7,600,000 | $4.64M | 1.4% | 00.0% | Unchanged | History |
| ECHOEchoStar CORP | CL A | 105,263 | $2.61M | 0.8% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.38M | 0.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,320 | $1.15M | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,675 | $770.9K | 0.2% | −150−8.2% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 6,276 | $761.9K | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 2,685 | $738.2K | 0.2% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 946 | $671.0K | 0.2% | −50−5.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,955 | $412.2K | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 3,724 | $279.9K | 0.1% | +369+11.0% | Added | History |
| DASHDoorDash, Inc. | Stock | 980 | $139.9K | <0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $138.5K | <0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 235 | $11.6K | <0.1% | 00.0% | Unchanged | History |