Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 7, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 19
- 0 vs. Q4 2025
- Portfolio value
- $294.4M
- −$27.0M (−8.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 575,312 | $99.0M | 33.6% | 00.0% | Unchanged | History |
| PBIPitney Bowes Inc | COM | 3,500,000 | $38.7M | 13.1% | +250,000+7.7% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 77,000 | $17.8M | 6.0% | +4,000+5.5% | Added | History |
| ECHOEchoStar CORP | CL A | 105,263 | $12.3M | 4.2% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 41,200 | $11.1M | 3.8% | −38,800−48.5% | Reduced | History |
| HPQHP Inc | Stock | 569,000 | $10.9M | 3.7% | +300,000+111.5% | Added | History |
| MTCHMatch Group, Inc. | COM | 350,000 | $10.7M | 3.7% | 00.0% | Unchanged | History |
| FTDRFrontdoor, Inc. | COM | 197,600 | $10.4M | 3.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 34,700 | $9.95M | 3.4% | −8,300−19.3% | Reduced | History |
| RRCRange Resources Corp | COM | 208,850 | $9.44M | 3.2% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $9.01M | 3.1% | 00.0% | Unchanged | History |
| MTGMgic Investment Corp | COM | 341,350 | $8.96M | 3.0% | 00.0% | Unchanged | History |
| IDCCInterDigital, Inc. | COM | 28,872 | $8.72M | 3.0% | −12,600−30.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 15,000 | $8.58M | 2.9% | 00.0% | Unchanged | History |
| OTEXOpen Text Corp | COM | 360,000 | $8.01M | 2.7% | +50,000+16.1% | Added | History |
| GENGen Digital Inc. | Stock | 375,000 | $7.06M | 2.4% | +50,000+15.4% | Added | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $6.86M | 2.3% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $5.88M | 2.0% | 00.0% | Unchanged | History |
| QVCGAOld QVC Group, Inc. | COM SER A NEW | 398,062 | $863.8K | 0.3% | +10,000+2.6% | Added | History |