Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 20
- 0 vs. Q2 2025
- Portfolio value
- $319.1M
- +$10.3M (+3.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 577,922 | $111.7M | 35.0% | 00.0% | Unchanged | History |
| PBIPitney Bowes Inc | COM | 2,850,000 | $32.5M | 10.2% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 83,000 | $17.7M | 5.6% | 00.0% | Unchanged | History |
| IDCCInterDigital, Inc. | COM | 41,672 | $14.4M | 4.5% | −8,917−17.6% | Reduced | History |
| WDCWestern Digital Corp | COM | 100,000 | $12.0M | 3.8% | −13,050−11.5% | Reduced | History |
| OTEXOpen Text Corp | COM | 310,000 | $11.6M | 3.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 47,000 | $11.4M | 3.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 15,000 | $11.0M | 3.5% | 00.0% | Unchanged | History |
| FTDRFrontdoor, Inc. | COM | 155,600 | $10.5M | 3.3% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 292,000 | $10.3M | 3.2% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 341,350 | $9.68M | 3.0% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $9.46M | 3.0% | 00.0% | Unchanged | History |
| GENGen Digital Inc. | Stock | 325,000 | $9.23M | 2.9% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $8.72M | 2.7% | 00.0% | Unchanged | History |
| ECHOEchoStar CORP | CL A | 105,263 | $8.04M | 2.5% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 208,850 | $7.86M | 2.5% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $7.77M | 2.4% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 219,000 | $5.96M | 1.9% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A NEW | 361,790 | $4.88M | 1.5% | +211,790+141.2% | Added | History |
| SNDKSandisk Corp | COM | 37,683 | $4.23M | 1.3% | 00.0% | Unchanged | History |