Permit Capital, LLC Top Holdings and 13F Report (2025) About Permit Capital, LLCInvestment ActivityPermit Capital, LLC has $308.75 million in total holdings as of June 30, 2025.Permit Capital, LLC owns shares of 20 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.02% of the portfolio was purchased this quarter.About 4.51% of the portfolio was sold this quarter.This quarter, Permit Capital, LLC has purchased 20 new stocks and bought additional shares in 4 stocks.Permit Capital, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings SBA Communications $135,719,202Pitney Bowes $31,093,500Expedia Group $14,000,440InterDigital $11,343,571Meta Platforms $11,071,350 Largest New Holdings this Quarter 74915M605 - QVC GROUP INC $412,500 Holding Largest Purchases this Quarter Pitney Bowes 450,000 shares (about $4.91M)Expedia Group 10,000 shares (about $1.69M)Match Group 47,000 shares (about $1.45M)Open Text 30,000 shares (about $876K)QVC GROUP INC 150,000 shares (about $412.50K) Largest Sales this Quarter InterDigital 20,000 shares (about $4.48M)Frontdoor 72,000 shares (about $4.24M)Meta Platforms 2,000 shares (about $1.48M)MGIC Investment 50,000 shares (about $1.39M)Range Resources 20,000 shares (about $813.40K) 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$135,719,2020.0%577,92244.0%FinancePBIPitney Bowes$31,093,500$4,909,500 ▲18.8%2,850,00010.1%Computer and TechnologyEXPEExpedia Group$14,000,440$1,686,800 ▲13.7%83,0004.5%Retail/WholesaleIDCCInterDigital$11,343,571$4,484,600 ▼-28.3%50,5893.7%Computer and TechnologyMETAMeta Platforms$11,071,350$1,476,180 ▼-11.8%15,0003.6%Computer and TechnologyPYPLPayPal$9,661,6000.0%130,0003.1%Business ServicesGENGenesis Healthcare$9,555,0000.0%325,0003.1%Business ServicesMTGMGIC Investment$9,503,184$1,392,000 ▼-12.8%341,3503.1%FinanceFTDRFrontdoor$9,171,064$4,243,680 ▼-31.6%155,6003.0%ConstructionOTEXOpen Text$9,052,000$876,000 ▲10.7%310,0002.9%Computer and TechnologyMTCHMatch Group$9,019,880$1,451,830 ▲19.2%292,0002.9%Computer and TechnologyCVSCVS Health$8,656,9900.0%125,5002.8%MedicalRRCRange Resources$8,493,930$813,400 ▼-8.7%208,8502.8%EnergyGOOGAlphabet$8,337,3300.0%47,0002.7%Computer and TechnologyWDCWestern Digital$7,234,0700.0%113,0502.3%Computer and TechnologySIGSignet Jewelers$6,443,5500.0%81,0002.1%Retail/WholesaleHPQHP$5,356,7400.0%219,0001.7%Computer and TechnologySATSEchoStar$2,915,7850.0%105,2630.9%Computer and TechnologySANDISK CORP$1,708,9240.0%37,6830.6%COMQVC GROUP INC$412,500$412,500 ▲New Holding150,0000.1%COM SER A NEWQVC GROUP INC$0$1,508,250 ▼-100.0%00.0%COM SER AShowing 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.
