Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 6, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 20
- 0 vs. Q1 2025
- Portfolio value
- $308.8M
- +$26.6M (+9.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 577,922 | $135.7M | 44.0% | 00.0% | Unchanged | History |
| PBIPitney Bowes Inc | COM | 2,850,000 | $31.1M | 10.1% | +450,000+18.8% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 83,000 | $14.0M | 4.5% | +10,000+13.7% | Added | History |
| IDCCInterDigital, Inc. | COM | 50,589 | $11.3M | 3.7% | −20,000−28.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 15,000 | $11.1M | 3.6% | −2,000−11.8% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $9.66M | 3.1% | 00.0% | Unchanged | History |
| GENGen Digital Inc. | Stock | 325,000 | $9.55M | 3.1% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 341,350 | $9.50M | 3.1% | −50,000−12.8% | Reduced | History |
| FTDRFrontdoor, Inc. | COM | 155,600 | $9.17M | 3.0% | −72,000−31.6% | Reduced | History |
| OTEXOpen Text Corp | COM | 310,000 | $9.05M | 2.9% | +30,000+10.7% | Added | History |
| MTCHMatch Group, Inc. | COM | 292,000 | $9.02M | 2.9% | +47,000+19.2% | Added | History |
| CVSCVS Health Corp | Stock | 125,500 | $8.66M | 2.8% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 208,850 | $8.49M | 2.8% | −20,000−8.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 47,000 | $8.34M | 2.7% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 113,050 | $7.23M | 2.3% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $6.44M | 2.1% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 219,000 | $5.36M | 1.7% | 00.0% | Unchanged | History |
| ECHOEchoStar CORP | CL A | 105,263 | $2.92M | 0.9% | 00.0% | Unchanged | History |
| SNDKSandisk Corp | COM | 37,683 | $1.71M | 0.6% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A NEW | 150,000 | $412.5K | 0.1% | 00.0% | UnchangedConverted for a 1-for-50 split | History |