Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 31
- 0 vs. Q3 2024
- Portfolio value
- $290.4M
- −$34.7M (−10.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 596,280 | $121.5M | 41.9% | −4,755−0.8% | Reduced | History |
| PBIPitney Bowes Inc | COM | 2,400,000 | $17.4M | 6.0% | −469,707−16.4% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 70,589 | $13.7M | 4.7% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 73,000 | $13.6M | 4.7% | −21,425−22.7% | Reduced | History |
| FTDRFrontdoor, Inc. | COM | 227,600 | $12.4M | 4.3% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $11.1M | 3.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 54,911 | $10.5M | 3.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 17,000 | $9.95M | 3.4% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 391,350 | $9.28M | 3.2% | 00.0% | Unchanged | History |
| GENGen Digital Inc. | Stock | 325,000 | $8.90M | 3.1% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 228,850 | $8.23M | 2.8% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 245,000 | $8.01M | 2.8% | 00.0% | Unchanged | History |
| OTEXOpen Text Corp | COM | 280,000 | $7.93M | 2.7% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 219,000 | $7.15M | 2.5% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 113,050 | $6.74M | 2.3% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $6.54M | 2.3% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $5.63M | 1.9% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 7,500,000 | $2.48M | 0.9% | −100,000−1.3% | Reduced | History |
| ECHOEchoStar CORP | CL A | 105,263 | $2.41M | 0.8% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.36M | 0.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 2,320 | $1.22M | 0.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 2,685 | $848.6K | 0.3% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 883 | $787.0K | 0.3% | −63−6.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,675 | $759.2K | 0.3% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 6,276 | $755.3K | 0.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,955 | $468.6K | 0.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 4,538 | $273.7K | 0.1% | +814+21.9% | Added | History |
| Paramount Global92556H206 | CL B | 17,658 | $184.7K | 0.1% | −540,342−96.8% | Reduced | – |
| DASHDoorDash, Inc. | Stock | 980 | $164.4K | 0.1% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $108.5K | <0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 235 | $8.93K | <0.1% | 00.0% | Unchanged | History |