Permit Capital, LLC
Top Portfolio Positions
18 positions ·
$284,440,099 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SBAC |
Sba Communications Corp
Real Estate
|
575,312 | $99,016,948 | 34.81% | |
| PBI |
Pitney Bowes Inc /De/
Industrials
|
3,500,000 | $38,675,000 | 13.60% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
77,000 | $17,778,530 | 6.25% | |
| SATS |
EchoStar CORP
Communication Services
|
105,263 | $12,323,139 | 4.33% | |
| WDC |
Western Digital Corp
Technology
|
41,200 | $11,144,188 | 3.92% | |
| HPQ |
Hp Inc
Technology
|
569,000 | $10,930,490 | 3.84% | |
| MTCH |
Match Group, Inc.
Communication Services
|
350,000 | $10,748,500 | 3.78% | |
| FTDR |
Frontdoor, Inc.
Consumer Cyclical
|
197,600 | $10,445,136 | 3.67% | |
| RRC |
Range Resources Corp
Energy
|
208,850 | $9,435,843 | 3.32% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
125,500 | $9,013,410 | 3.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OTEX
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,006,400 | 360,000 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $10,099,800 | 310,000 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $11,587,800 | 310,000 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $9,052,000 | 310,000 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $7,072,800 | 280,000 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,929,600 | 280,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,318,400 | 280,000 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||