Permit Capital, LLC Top Holdings and 13F Report (2026) About Permit Capital, LLCInvestment ActivityPermit Capital, LLC has $357.38 million in total holdings as of June 30, 2026.Permit Capital, LLC owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.84% of the portfolio was purchased this quarter.About 3.97% of the portfolio was sold this quarter.This quarter, Permit Capital, LLC has purchased 19 new stocks and bought additional shares in 2 stocks.Permit Capital, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings SBA Communications $101,519,556Pitney Bowes $61,320,000Expedia Group $19,702,760Frontdoor $15,331,784Western Digital $13,413,120 Largest New Holdings this Quarter 29414B104 - EPAM Systems $8,569,800 Holding48242W106 - KBR $6,906,000 Holding Largest Purchases this Quarter EPAM Systems 108,000 shares (about $8.57M)KBR 200,000 shares (about $6.91M)Open Text 166,996 shares (about $3.70M)GEN DIGITAL INC 68,494 shares (about $1.70M) Largest Sales this Quarter Western Digital 20,200 shares (about $12.90M)ECHOSTAR CORP 4,263 shares (about $432.69K) 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$101,519,5560.0%575,31228.4%Real EstatePBIPitney Bowes$61,320,0000.0%3,500,00017.2%IndustrialsEXPEExpedia Group$19,702,7600.0%77,0005.5%Consumer DiscretionaryFTDRFrontdoor$15,331,7840.0%197,6004.3%Consumer DiscretionaryWDCWestern Digital$13,413,120$12,902,144 â–¼-49.0%21,0003.8%TechnologyMTCHMatch Group$13,317,5000.0%350,0003.7%Communication ServicesCVSCVS Health$12,982,9750.0%125,5003.6%HealthcareHPQHP$12,483,8600.0%569,0003.5%TechnologyGOOGAlphabet$12,260,5510.0%34,7003.4%Communication ServicesOTEXOpen Text$11,672,961$3,698,961 â–²46.4%526,9963.3%TechnologyGEN DIGITAL INC$11,038,566$1,704,816 â–²18.3%443,4943.1%COMECHOSTAR CORP$10,251,500$432,695 â–¼-4.0%101,0002.9%CL AMTGMGIC Investment$9,626,0700.0%341,3502.7%FinanceEPAMEPAM Systems$8,569,800$8,569,800 â–²New Holding108,0002.4%TechnologyMETAMeta Platforms$8,449,3500.0%15,0002.4%Communication ServicesIDCCInterDigital$8,174,5290.0%28,8722.3%TechnologyRRCRange Resources$7,767,1320.0%208,8502.2%EnergySIGSignet Jewelers$6,982,2000.0%81,0002.0%Consumer DiscretionaryKBRKBR$6,906,000$6,906,000 â–²New Holding200,0001.9%IndustrialsPYPLPayPal$5,613,4000.0%130,0001.6%FinanceQVC GROUP INC$0$863,795 â–¼-100.0%00.0%COM SER A NEWShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
