Institutions / Permit Capital, LLC

Permit Capital, LLC

CIK 1313978 · Institution · as of Mar 31, 2026
Portfolio value
$294.39M
Positions
19
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$294.39M-8.4%
$321.43M$307.91M$294.39MQ4 '25Q1 '26

Positions

19+0.0%
191919Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
SBA Communications Corp—$99.02M575,31233.6%
Pitney Bowes Inc /De—$38.67M3,500,00013.1%
Expedia Group Inc—$17.78M77,0006.0%
EchoStar CORP—$12.32M105,2634.2%
Western Digital Corp—$11.14M41,2003.8%
Hp Inc—$10.93M569,0003.7%
Match Group, Inc.—$10.75M350,0003.7%
Frontdoor, Inc.—$10.45M197,6003.5%
Alphabet Inc.—$9.95M34,7003.4%
Range Resources Corp—$9.44M208,8503.2%
CVS HEALTH Corp—$9.01M125,5003.1%
Mgic Investment Corp—$8.96M341,3503.0%
InterDigital, Inc.—$8.72M28,8723.0%
Meta Platforms Inc—$8.58M15,0002.9%
Open Text Corporation—$8.01M360,0002.7%
Gen Digital Inc.—$7.06M375,0002.4%
Signet Jewelers Ltd—$6.86M81,0002.3%
PayPal Holdings, Inc.—$5.88M130,0002.0%
QVC Group, Inc.—$863.8K398,0620.3%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimWestern Digital Corp$-10.50M-39K
-48.50%
41,200
3.79% of portfolio
medium
Q1 2026
as of
AddHp Inc$5.76M+300K
+111.52%
569,000
3.71% of portfolio
medium
Q1 2026
as of
TrimInterDigital, Inc.$-3.81M-13K
-30.38%
28,872
2.96% of portfolio
low
Q1 2026
as of
AddPitney Bowes Inc /De$2.76M+250K
+7.69%
3,500,000
13.14% of portfolio
low
Q1 2026
as of
TrimAlphabet Inc.$-2.38M-8K
-19.30%
34,700
3.38% of portfolio
low
Q1 2026
as of
AddOpen Text Corporation$1.11M+50K
+16.13%
360,000
2.72% of portfolio
low
Q1 2026
as of
AddGen Digital Inc.$941.5K+50K
+15.38%
375,000
2.40% of portfolio
low
Q1 2026
as of
AddExpedia Group Inc$923.6K+4K
+5.48%
77,000
6.04% of portfolio
low
Q1 2026
as of
AddQVC Group, Inc.$21.7K+10K
+2.58%
398,062
0.29% of portfolio
low