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Permit Capital, LLC Top Holdings and 13F Report (2026)

About Permit Capital, LLC

Investment Activity

  • Permit Capital, LLC has $294.39 million in total holdings as of March 31, 2026.
  • Permit Capital, LLC owns shares of 19 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 3.91% of the portfolio was purchased this quarter.
  • About 5.67% of the portfolio was sold this quarter.
  • This quarter, Permit Capital, LLC has purchased 19 new stocks and bought additional shares in 6 stocks.
  • Permit Capital, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SBA Communications
$99,016,948
Pitney Bowes
$38,675,000
Expedia Group
$17,778,530
EchoStar
$12,323,139
Western Digital
$11,144,188

Largest Purchases this Quarter

HP
300,000 shares (about $5.76M)
Pitney Bowes
250,000 shares (about $2.76M)
Open Text
50,000 shares (about $1.11M)
GEN DIGITAL INC
50,000 shares (about $941.50K)
Expedia Group
4,000 shares (about $923.56K)

Largest Sales this Quarter

Western Digital
38,800 shares (about $10.50M)
InterDigital
12,600 shares (about $3.81M)
Alphabet
8,300 shares (about $2.38M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPermit Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SBA Communications Corporation stock logo
SBAC
SBA Communications
$99,016,9480.0%575,31233.6%Finance
Pitney Bowes Inc. stock logo
PBI
Pitney Bowes
$38,675,000$2,762,500 â–²7.7%3,500,00013.1%Computer and Technology
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$17,778,530$923,560 â–²5.5%77,0006.0%Retail/Wholesale
EchoStar Corporation stock logo
SATS
EchoStar
$12,323,1390.0%105,2634.2%Computer and Technology
Western Digital Corporation stock logo
WDC
Western Digital
$11,144,188$10,495,012 â–¼-48.5%41,2003.8%Computer and Technology
HP Inc. stock logo
HPQ
HP
$10,930,490$5,763,000 â–²111.5%569,0003.7%Computer and Technology
Match Group Inc. stock logo
MTCH
Match Group
$10,748,5000.0%350,0003.7%Computer and Technology
Frontdoor Inc. stock logo
FTDR
Frontdoor
$10,445,1360.0%197,6003.5%Construction
Alphabet Inc. stock logo
GOOG
Alphabet
$9,954,042$2,380,938 â–¼-19.3%34,7003.4%Computer and Technology
Range Resources Corporation stock logo
RRC
Range Resources
$9,435,8430.0%208,8503.2%Energy
CVS Health Corporation stock logo
CVS
CVS Health
$9,013,4100.0%125,5003.1%Medical
MGIC Investment Corporation stock logo
MTG
MGIC Investment
$8,960,4380.0%341,3503.0%Finance
InterDigital, Inc. stock logo
IDCC
InterDigital
$8,719,344$3,805,200 â–¼-30.4%28,8723.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,581,9500.0%15,0002.9%Computer and Technology
Open Text Corporation stock logo
OTEX
Open Text
$8,006,400$1,112,000 â–²16.1%360,0002.7%Computer and Technology
GEN DIGITAL INC
$7,061,250$941,500 â–²15.4%375,0002.4%COM
Signet Jewelers Limited stock logo
SIG
Signet Jewelers
$6,855,8400.0%81,0002.3%Retail/Wholesale
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$5,879,9000.0%130,0002.0%Business Services
QVC GROUP INC
$863,795$21,700 â–²2.6%398,0620.3%COM SER A NEW

Showing largest 100 holdings. View all holdings.
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