Permit Capital, Llc Portfolio Stock Holdings
Permit Capital, Llc disclosed 19 stock positions valued at approximately $294.4 million in its latest SEC 13F filing. The largest holdings include SBA COMMUNICATIONS CORP, PITNEY BOWES INC, and EXPEDIA GROUP INC. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 19
- Portfolio Value
- $294.4M
Holdings by Sector
Permit Capital, Llc Portfolio Holdings in Q1 2026
17 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP | SBAC | Real Estate | 33.63% | 575,312 | - | - | $99,016,948 |
| PITNEY BOWES INC | PBI | Industrials | 13.14% | 3,500,000 | +250,000 | +7.69% | $38,675,000 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 6.04% | 77,000 | +4,000 | +5.48% | $17,778,530 |
| ECHOSTAR CORP | SATS | Technology | 4.19% | 105,263 | - | - | $12,323,139 |
| WESTERN DIGITAL CORP | WDC | Technology | 3.79% | 41,200 | -38,800 | -48.50% | $11,144,188 |
| HP INC | HPQ | Technology | 3.71% | 569,000 | +300,000 | +111.52% | $10,930,490 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 3.65% | 350,000 | - | - | $10,748,500 |
| FRONTDOOR INC | FTDR | Consumer Cyclical | 3.55% | 197,600 | - | - | $10,445,136 |
| ALPHABET INC | GOOG | Communication Services | 3.38% | 34,700 | -8,300 | -19.30% | $9,954,042 |
| RANGE RES CORP | RRC | Energy | 3.21% | 208,850 | - | - | $9,435,843 |
| CVS HEALTH CORP | CVS | Healthcare | 3.06% | 125,500 | - | - | $9,013,410 |
| MGIC INVT CORP WIS | MTG | Financial Services | 3.04% | 341,350 | - | - | $8,960,438 |
| INTERDIGITAL INC | IDCC | Technology | 2.96% | 28,872 | -12,600 | -30.38% | $8,719,344 |
| META PLATFORMS INC | META | Communication Services | 2.92% | 15,000 | - | - | $8,581,950 |
| OPEN TEXT CORP | OTEX | Technology | 2.72% | 360,000 | +50,000 | +16.13% | $8,006,400 |
| GEN DIGITAL INC | GEN | Technology | 2.40% | 375,000 | +50,000 | +15.38% | $7,061,250 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 2.00% | 130,000 | - | - | $5,879,900 |