Permit Capital, LLC 13F Holdings

CIK 0001313978 · WEST CONSHOHOCKEN, PA

As of Sep 30, 2025, Permit Capital, LLC reported 20 positions worth $319.1M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
SBA COMMUNICATIONS CORPSBACReal Estate577,922 11.7M35.02%
PITNEY BOWES INCPBIIndustrials2,850,000$32.5M10.19%
EXPEDIA GROUP INCEXPEIndustrials83,000 7.7M5.56%
INTERDIGITAL INCIDCCCommunication Services41,672 4.4M4.51%
WESTERN DIGITAL CORPWDCTechnology100,000 2.0M3.76%
OPEN TEXT CORPOTEXTechnology310,000 1.6M3.63%
ALPHABET INCGOOGEquity47,000 1.4M3.59%
META PLATFORMS INCMETACommunication Services15,000 1.0M3.45%
FRONTDOOR INCFTDRConsumer Cyclical155,600 0.5M3.28%
MATCH GROUP INCMTCHCommunication Services292,000 0.3M3.23%
MGIC INVESTMENT CORPMTGFinancial Services341,350$9.7M3.04%
CVS HEALTH CORPCVSHealthcare125,500$9.5M2.97%
GEN DIGITAL INCGENTechnology325,000$9.2M2.89%
PAYPAL HOLDINGS INCPYPLFinancial Services130,000$8.7M2.73%
ECHOSTAR CORPSATSTechnology105,263$8.0M2.52%
RANGE RESOURCES CORPRRCEnergy208,850$7.9M2.46%
SIGNET JEWELERS LTDSIGConsumer Cyclical81,000$7.8M2.44%
HP INCHPQTechnology219,000$6.0M1.87%
QVC GROUP INC——361,790$4.9M1.53%
SANDISK CORPSNDKTechnology37,683$4.2M1.33%