Permit Capital, LLC

Quarter-over-quarter position changes

Action	Company	Quarter ↓	Δ shares	Δ %	Held after	Flow	Impact
Trimmed	Western Digital Corp	Mar 31, 2026	-38,800	-49%	41,200	$10.50M	medium
Added	HP INC	Mar 31, 2026	+300,000	+112%	569,000	$5.76M	medium
Trimmed	InterDigital, Inc.	Mar 31, 2026	-12,600	-30%	28,872	$3.81M	low
Added	PITNEY BOWES INC /DE	Mar 31, 2026	+250,000	+7.7%	3,500,000	$2.76M	low
Trimmed	Alphabet Inc.	Mar 31, 2026	-8,300	-19%	34,700	$2.38M	low
Added	OPEN TEXT CORPORATION	Mar 31, 2026	+50,000	+16%	360,000	$1.11M	low
Added	Gen Digital Inc.	Mar 31, 2026	+50,000	+15%	375,000	$941.5K	low
Added	Expedia Group Inc	Mar 31, 2026	+4,000	+5.5%	77,000	$923.6K	low
Added	QVC Group, Inc.	Mar 31, 2026	+10,000	+2.6%	398,062	$21.7K	low