Permit Capital, LLC
CIK: 0001313978SEC EDGAR →
Portfolio Value
$321.4M
Holdings
19
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SBA COMMUNICATIONS CORP NEW | 575,312 | $111.3M | 34.62% |
| 2 | PITNEY BOWES INC | 3,250,000 | $34.4M | 10.69% |
| 3 | EXPEDIA GROUP INC | 73,000 | $20.7M | 6.43% |
| 4 | WESTERN DIGITAL CORP | 80,000 | $13.8M | 4.29% |
| 5 | ALPHABET INC | 43,000 | $13.5M | 4.20% |
| 6 | INTERDIGITAL INC | 41,472 | $13.2M | 4.11% |
| 7 | ECHOSTAR CORP | 105,263 | $11.4M | 3.56% |
| 8 | FRONTDOOR INC | 197,600 | $11.4M | 3.55% |
| 9 | MATCH GROUP INC NEW | 350,000 | $11.3M | 3.52% |
| 10 | OPEN TEXT CORP | 310,000 | $10.1M | 3.14% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 1 | $111.3M | 34.6% |
| Technology | 4 | $45.4M | 14.1% |
| Consumer Cyclical | 4 | $42.9M | 13.3% |
| Industrials | 1 | $34.4M | 10.7% |
| Unknown | 3 | $29.3M | 9.1% |
| Communication Services | 2 | $23.4M | 7.3% |
| Financial Services | 2 | $17.6M | 5.5% |
| Healthcare | 1 | $10.0M | 3.1% |
| Energy | 1 | $7.4M | 2.3% |