Permit Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Permit Capital, Llc disclosed 20 stock positions valued at approximately $357.38M as of quarter-end June 30, 2026. The largest holdings include SBA COMMUNICATIONS CORP, PITNEY BOWES INC, and EXPEDIA GROUP INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $357.38M
Holdings by Sector
Permit Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP | SBAC | Real Estate | 28.41% | 575,312 | - | - | $101,519,556 |
| PITNEY BOWES INC | PBI | Industrials | 17.16% | 3,500,000 | - | - | $61,320,000 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 5.51% | 77,000 | - | - | $19,702,760 |
| FRONTDOOR INC | FTDR | Consumer Cyclical | 4.29% | 197,600 | - | - | $15,331,784 |
| WESTERN DIGITAL CORP | WDC | Technology | 3.75% | 21,000 | -20,200 | -49.03% | $13,413,120 |
| MATCH GROUP INC NEW | MTCH | Communication Services | 3.73% | 350,000 | - | - | $13,317,500 |
| CVS HEALTH CORP | CVS | Healthcare | 3.63% | 125,500 | - | - | $12,982,975 |
| HP INC | HPQ | Technology | 3.49% | 569,000 | - | - | $12,483,860 |
| ALPHABET INC | GOOG | Communication Services | 3.43% | 34,700 | - | - | $12,260,551 |
| OPEN TEXT CORP | OTEX | Technology | 3.27% | 526,996 | +166,996 | +46.39% | $11,672,961 |
| GEN DIGITAL INC | GEN | Technology | 3.09% | 443,494 | +68,494 | +18.27% | $11,038,566 |
| ECHOSTAR CORP | SATS | Technology | 2.87% | 101,000 | -4,263 | -4.05% | $10,251,500 |
| MGIC INVT CORP WIS | MTG | Financial Services | 2.69% | 341,350 | - | - | $9,626,070 |
| EPAM SYS INC | EPAM | Technology | 2.40% | 108,000 | +108,000 | +100.00% | $8,569,800 |
| META PLATFORMS INC | META | Communication Services | 2.36% | 15,000 | - | - | $8,449,350 |
| INTERDIGITAL INC | IDCC | Technology | 2.29% | 28,872 | - | - | $8,174,529 |
| RANGE RES CORP | RRC | Energy | 2.17% | 208,850 | - | - | $7,767,132 |
| SIGNET JEWELERS LIMITED | SIG | Other | 1.95% | 81,000 | - | - | $6,982,200 |
| KBR INC | KBR | Industrials | 1.93% | 200,000 | +200,000 | +100.00% | $6,906,000 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 1.57% | 130,000 | - | - | $5,613,400 |
Showing 20 of 20 holdings in the latest reporting period.