Permit Capital, LLC
CIK
1313978
Location
WEST CONSHOHOCKEN, PA
Portfolio Value
Small
$357,383,611
Diversification
Diversified
Reports for
Permit Capital GP, L.P.
Filing Date
Global Rank
#3,421
/ 8,700
▲ 1398
Top Industry
REIT - Specialty
28.4%
Period ended 3 months ago
Filed Aug 11, 2026 · 34d
26 quarters · since Mar 2020
Portfolio Concentration
20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
28.4%
−5.2 pts
Top 5
59.1%
−1.7 pts
Top 10
76.7%
−1.6 pts
HHI
1,282
Diversified−210
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 28.4% | $101,519,555 |
| Industrials | 19.1% | $68,226,000 |
| Technology | 18.3% | $65,352,835 |
| Communication Services | 12.4% | $44,278,901 |
| Consumer Cyclical | 11.8% | $42,016,744 |
| Financial Services | 4.3% | $15,239,470 |
| Healthcare | 3.6% | $12,982,975 |
| Energy | 2.2% | $7,767,131 |
Last Quarter's Activity
Export CSVSold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QVCAQ | QVC Group, Inc. | 398,062 | $863,794 | |
| No positions match the current search. | ||||
20 tracked positions ·
$357,383,611 total
· filing declares
20 positions · $357,383,614
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SBAC |
Sba Communications Corp
Real Estate
|
Held | 575,312 | $101,519,555 | 28.41% | |
| PBI |
Pitney Bowes Inc /De/
Industrials
|
Held | 3,500,000 | $61,320,000 | 17.16% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Held | 77,000 | $19,702,760 | 5.51% | |
| FTDR |
Frontdoor, Inc.
Consumer Cyclical
|
Held | 197,600 | $15,331,784 | 4.29% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 21,000 | $13,413,120 | 3.75% | |
| MTCH |
Match Group, Inc.
Communication Services
|
Held | 350,000 | $13,317,500 | 3.73% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 125,500 | $12,982,975 | 3.63% | |
| HPQ |
Hp Inc
Technology
|
Held | 569,000 | $12,483,860 | 3.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 34,700 | $12,260,551 | 3.43% | |
| OTEX |
Open Text Corp
Technology
|
Added | 526,996 | $11,672,961 | 3.27% | |
| GEN |
Gen Digital Inc.
Technology
|
Added | 443,494 | $11,038,565 | 3.09% | |
| ECHO |
EchoStar CORP
Communication Services
|
Reduced | 101,000 | $10,251,500 | 2.87% | |
| MTG |
Mgic Investment Corp
Financial Services
|
Held | 341,350 | $9,626,070 | 2.69% | |
| EPAM |
EPAM Systems, Inc.
Technology
|
NEW | 108,000 | $8,569,800 | 2.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 15,000 | $8,449,350 | 2.36% | |
| IDCC |
InterDigital, Inc.
Technology
|
Held | 28,872 | $8,174,529 | 2.29% | |
| RRC |
Range Resources Corp
Energy
|
Held | 208,850 | $7,767,131 | 2.17% | |
| SIG |
Signet Jewelers Ltd
Consumer Cyclical
|
Held | 81,000 | $6,982,200 | 1.95% | |
| KBR |
Kbr, Inc.
Industrials
|
NEW | 200,000 | $6,906,000 | 1.93% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Held | 130,000 | $5,613,400 | 1.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.