Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 20
- −11 vs. Q4 2024
- Portfolio value
- $282.1M
- −$8.25M (−2.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 577,922 | $127.1M | 45.1% | −18,358−3.1% | Reduced | History |
| PBIPitney Bowes Inc | COM | 2,400,000 | $21.7M | 7.7% | 00.0% | Unchanged | History |
| IDCCInterDigital, Inc. | COM | 70,589 | $14.6M | 5.2% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 73,000 | $12.3M | 4.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 17,000 | $9.80M | 3.5% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 391,350 | $9.70M | 3.4% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 228,850 | $9.14M | 3.2% | 00.0% | Unchanged | History |
| FTDRFrontdoor, Inc. | COM | 227,600 | $8.74M | 3.1% | 00.0% | Unchanged | History |
| GENGen Digital Inc. | Stock | 325,000 | $8.63M | 3.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $8.50M | 3.0% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $8.48M | 3.0% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 245,000 | $7.64M | 2.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 47,000 | $7.34M | 2.6% | −7,911−14.4% | Reduced | History |
| OTEXOpen Text Corp | COM | 280,000 | $7.07M | 2.5% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 219,000 | $6.06M | 2.1% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $4.70M | 1.7% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 113,050 | $4.57M | 1.6% | 00.0% | Unchanged | History |
| ECHOEchoStar CORP | CL A | 105,263 | $2.69M | 1.0% | 00.0% | Unchanged | History |
| SNDKSandisk Corp | COM | 37,683 | $1.79M | 0.6% | +37,683 | New | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 7,500,000 | $1.51M | 0.5% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (12)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.36M | 0.5% | History |
| MAMastercard Inc | Stock | 2,320 | $1.22M | 0.4% | History |
| VVisa Inc. | Stock | 2,685 | $848.6K | 0.3% | History |
| NFLXNetflix Inc | Stock | 883 | $787.0K | 0.3% | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,675 | $759.2K | 0.3% | History |
| PMPhilip Morris International Inc. | Stock | 6,276 | $755.3K | 0.3% | History |
| JPMJPMorgan Chase & Co | Stock | 1,955 | $468.6K | 0.2% | History |
| UBERUber Technologies, Inc | Stock | 4,538 | $273.7K | 0.1% | History |
| Paramount Global92556H206 | CL B | 17,658 | $184.7K | 0.1% | – |
| DASHDoorDash, Inc. | Stock | 980 | $164.4K | 0.1% | History |
| BF.ABrown Forman Corp | CL A | 2,880 | $108.5K | <0.1% | History |
| BF.BBrown Forman Corp | Stock | 235 | $8.93K | <0.1% | History |