# Permit Capital, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1313978. Source: https://holderbook.com/funds/1313978-permit-capital-llc/

- Reported value: $357.4M
- Positions: 20
- Weight of the ten largest: 76.7%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP | [SBAC](https://holderbook.com/stocks/SBAC/) | $101.5M | 575,312 | 28.4% | 31 |
| PITNEY BOWES INC | [PBI](https://holderbook.com/stocks/PBI/) | $61.3M | 3,500,000 | 17.2% | 18 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $19.7M | 77,000 | 5.5% | 22 |
| FRONTDOOR INC | [FTDR](https://holderbook.com/stocks/FTDR/) | $15.3M | 197,600 | 4.3% | 9 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $13.4M | 21,000 | 3.8% | 31 |
| MATCH GROUP INC NEW | [MTCH](https://holderbook.com/stocks/MTCH/) | $13.3M | 350,000 | 3.7% | 9 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $13.0M | 125,500 | 3.6% | 26 |
| HP INC | [HPQ](https://holderbook.com/stocks/HPQ/) | $12.5M | 569,000 | 3.5% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $12.3M | 34,700 | 3.4% | 31 |
| OPEN TEXT CORP | [OTEX](https://holderbook.com/stocks/OTEX/) | $11.7M | 526,996 | 3.3% | 8 |
| GEN DIGITAL INC | [GEN](https://holderbook.com/stocks/GEN/) | $11.0M | 443,494 | 3.1% | 9 |
| ECHOSTAR CORP | [ECHO](https://holderbook.com/stocks/ECHO/) | $10.3M | 101,000 | 2.9% | 10 |
| MGIC INVT CORP WIS | [MTG](https://holderbook.com/stocks/MTG/) | $9.6M | 341,350 | 2.7% | 31 |
| EPAM SYS INC | [EPAM](https://holderbook.com/stocks/EPAM/) | $8.6M | 108,000 | 2.4% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.4M | 15,000 | 2.4% | 18 |
| INTERDIGITAL INC | [IDCC](https://holderbook.com/stocks/IDCC/) | $8.2M | 28,872 | 2.3% | 31 |
| RANGE RES CORP | [RRC](https://holderbook.com/stocks/RRC/) | $7.8M | 208,850 | 2.2% | 20 |
| SIGNET JEWELERS LIMITED | [SIG](https://holderbook.com/stocks/SIG/) | $7.0M | 81,000 | 2.0% | 13 |
| KBR INC | [KBR](https://holderbook.com/stocks/KBR/) | $6.9M | 200,000 | 1.9% | 1 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $5.6M | 130,000 | 1.6% | 18 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.8% | +14.8% | +4.0% | 100% |
| Q1 2026 | -6.8% | -4.6% | -2.2% | 100% |
| Q4 2025 | +3.0% | +2.4% | +0.6% | 100% |
| Q3 2025 | +3.9% | +7.8% | -3.9% | 100% |
| Q2 2025 | +11.1% | +10.5% | +0.7% | 99% |
| Q1 2025 | +1.1% | -4.6% | +5.6% | 100% |
| Q4 2024 | -6.4% | +2.1% | -8.5% | 100% |
| Q3 2024 | +18.0% | +5.4% | +12.6% | 101% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $357.4M | 20 |
| Q1 2026 | $294.4M | 19 |
| Q4 2025 | $321.4M | 19 |
| Q3 2025 | $319.1M | 20 |
| Q2 2025 | $308.8M | 20 |
| Q1 2025 | $282.1M | 20 |
| Q4 2024 | $290.4M | 31 |
| Q3 2024 | $325.1M | 31 |
| Q2 2024 | $266.0M | 30 |
| Q1 2024 | $156.8M | 26 |
| Q4 2023 | $291.2M | 26 |
| Q3 2023 | $236.4M | 25 |