Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 19
- −1 vs. Q3 2025
- Portfolio value
- $321.4M
- +$2.37M (+0.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 575,312 | $111.3M | 34.6% | −2,610−0.5% | Reduced | History |
| PBIPitney Bowes Inc | COM | 3,250,000 | $34.4M | 10.7% | +400,000+14.0% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 73,000 | $20.7M | 6.4% | −10,000−12.0% | Reduced | History |
| WDCWestern Digital Corp | COM | 80,000 | $13.8M | 4.3% | −20,000−20.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 43,000 | $13.5M | 4.2% | −4,000−8.5% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 41,472 | $13.2M | 4.1% | −200−0.5% | Reduced | History |
| ECHOEchoStar CORP | CL A | 105,263 | $11.4M | 3.6% | 00.0% | Unchanged | History |
| FTDRFrontdoor, Inc. | COM | 197,600 | $11.4M | 3.5% | +42,000+27.0% | Added | History |
| MTCHMatch Group, Inc. | COM | 350,000 | $11.3M | 3.5% | +58,000+19.9% | Added | History |
| OTEXOpen Text Corp | COM | 310,000 | $10.1M | 3.1% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 341,350 | $9.97M | 3.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $9.96M | 3.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 15,000 | $9.90M | 3.1% | 00.0% | Unchanged | History |
| GENGen Digital Inc. | Stock | 325,000 | $8.84M | 2.7% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $7.59M | 2.4% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 208,850 | $7.36M | 2.3% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $6.71M | 2.1% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 269,000 | $5.99M | 1.9% | +50,000+22.8% | Added | History |
| QVCGAOld QVC Group, Inc. | COM SER A NEW | 388,062 | $4.06M | 1.3% | +26,272+7.3% | Added | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.