Permit Capital, LLC Top Holdings and 13F Report (2025) About Permit Capital, LLCInvestment ActivityPermit Capital, LLC has $282.12 million in total holdings as of March 31, 2025.Permit Capital, LLC owns shares of 20 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.64% of the portfolio was purchased this quarter.About 4.33% of the portfolio was sold this quarter.This quarter, Permit Capital, LLC has purchased 31 new stocks and bought additional shares in 0 stocks.Permit Capital, LLC sold shares of 2 stocks and completely divested from 12 stocks this quarter.Largest Holdings SBA Communications $127,148,619Pitney Bowes $21,720,000InterDigital $14,594,276Expedia Group $12,271,300Meta Platforms $9,798,120 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $1,794,088 Holding Largest Purchases this Quarter SANDISK CORP 37,683 shares (about $1.79M) Largest Sales this Quarter SBA Communications 18,358 shares (about $4.04M)Alphabet 7,911 shares (about $1.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPermit Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSBACSBA Communications$127,148,619$4,038,944 ▼-3.1%577,92245.1%FinancePBIPitney Bowes$21,720,0000.0%2,400,0007.7%Computer and TechnologyIDCCInterDigital$14,594,2760.0%70,5895.2%Computer and TechnologyEXPEExpedia Group$12,271,3000.0%73,0004.3%Retail/WholesaleMETAMeta Platforms$9,798,1200.0%17,0003.5%Computer and TechnologyMTGMGIC Investment$9,697,6530.0%391,3503.4%FinanceRRCRange Resources$9,137,9810.0%228,8503.2%EnergyFTDRFrontdoor$8,744,3920.0%227,6003.1%ConstructionGENGenesis Healthcare$8,625,5000.0%325,0003.1%Business ServicesCVSCVS Health$8,502,6250.0%125,5003.0%MedicalPYPLPayPal$8,482,5000.0%130,0003.0%Computer and TechnologyMTCHMatch Group$7,644,0000.0%245,0002.7%Retail/WholesaleGOOGAlphabet$7,342,810$1,235,936 ▼-14.4%47,0002.6%Computer and TechnologyOTEXOpen Text$7,072,8000.0%280,0002.5%Computer and TechnologyHPQHP$6,064,1100.0%219,0002.1%Computer and TechnologySIGSignet Jewelers$4,702,8600.0%81,0001.7%Retail/WholesaleWDCWestern Digital$4,570,6120.0%113,0501.6%Computer and TechnologySATSEchoStar$2,692,6280.0%105,2631.0%Computer and TechnologySANDISK CORP$1,794,088$1,794,088 ▲New Holding37,6830.6%COMQVC GROUP INC$1,508,2500.0%7,500,0000.5%COM SER ABRK.ABerkshire Hathaway$0$1,361,840 ▼-100.0%00.0%FinanceMAMastercard$0$1,221,642 ▼-100.0%00.0%Business ServicesVVisa$0$848,567 ▼-100.0%00.0%Business ServicesNFLXNetflix$0$787,036 ▼-100.0%00.0%Consumer DiscretionaryBRK.BBerkshire Hathaway$0$759,244 ▼-100.0%00.0%FinancePMPhilip Morris International$0$755,317 ▼-100.0%00.0%Consumer StaplesJPMJPMorgan Chase & Co.$0$468,633 ▼-100.0%00.0%FinanceUBERUber Technologies$0$273,732 ▼-100.0%00.0%Computer and TechnologyPARAParamount Global$0$184,703 ▼-100.0%00.0%Consumer DiscretionaryDOORDASH INC$0$164,395 ▼-100.0%00.0%CL ABF.ABrown-Forman$0$108,547 ▼-100.0%00.0%Consumer StaplesBF.BBrown-Forman$0$8,925 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
