Permit Capital, LLC
- SEC CIK
- 0001313978
- Latest filing
- Aug 11, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 20
- +1 vs. Q1 2026
- Portfolio value
- $357.4M
- +$63.0M (+21.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 575,312 | $101.5M | 28.4% | 00.0% | Unchanged | History |
| PBIPitney Bowes Inc | COM | 3,500,000 | $61.3M | 17.2% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 77,000 | $19.7M | 5.5% | 00.0% | Unchanged | History |
| FTDRFrontdoor, Inc. | COM | 197,600 | $15.3M | 4.3% | 00.0% | Unchanged | History |
| WDCWestern Digital Corp | COM | 21,000 | $13.4M | 3.8% | −20,200−49.0% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 350,000 | $13.3M | 3.7% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 125,500 | $13.0M | 3.6% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 569,000 | $12.5M | 3.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 34,700 | $12.3M | 3.4% | 00.0% | Unchanged | History |
| OTEXOpen Text Corp | COM | 526,996 | $11.7M | 3.3% | +166,996+46.4% | Added | History |
| GENGen Digital Inc. | Stock | 443,494 | $11.0M | 3.1% | +68,494+18.3% | Added | History |
| ECHOEchoStar CORP | CL A | 101,000 | $10.3M | 2.9% | −4,263−4.0% | Reduced | History |
| MTGMgic Investment Corp | COM | 341,350 | $9.63M | 2.7% | 00.0% | Unchanged | History |
| EPAMEPAM Systems, Inc. | COM | 108,000 | $8.57M | 2.4% | +108,000 | New | History |
| METAMeta Platforms, Inc. | Stock | 15,000 | $8.45M | 2.4% | 00.0% | Unchanged | History |
| IDCCInterDigital, Inc. | COM | 28,872 | $8.17M | 2.3% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 208,850 | $7.77M | 2.2% | 00.0% | Unchanged | History |
| SIGSignet Jewelers Ltd | SHS | 81,000 | $6.98M | 2.0% | 00.0% | Unchanged | History |
| KBRKBR, Inc. | COM | 200,000 | $6.91M | 1.9% | +200,000 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 130,000 | $5.61M | 1.6% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.