Permit Capital, LLC
CIK: 1313978SEC EDGAR →
Portfolio Value
$127.0B
Holdings
19
As of
Q1 2026
New Positions
19
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PITNEY BOWES INC | 3,500,000 | $38.7B | 30.44% |
| 2 | HP INC | 569,000 | $10.9B | 8.60% |
| 3 | MATCH GROUP INC NEW | 350,000 | $10.7B | 8.46% |
| 4 | FRONTDOOR INC | 197,600 | $10.4B | 8.22% |
| 5 | RANGE RES CORP | 208,850 | $9.4B | 7.43% |
| 6 | CVS HEALTH CORP | 125,500 | $9.0B | 7.09% |
| 7 | MGIC INVT CORP WIS | 341,350 | $9.0B | 7.05% |
| 8 | OPEN TEXT CORP | 360,000 | $8.0B | 6.30% |
| 9 | GEN DIGITAL INC | 375,000 | $7.1B | 5.56% |
| 10 | SIGNET JEWELERS LIMITED | 81,000 | $6.9B | 5.40% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 1 | $38.7B | 30.4% |
| Unknown | 3 | $18.9B | 14.9% |
| Consumer Cyclical | 4 | $18.2B | 14.3% |
| Financial Services | 2 | $14.8B | 11.7% |
| Communication Services | 3 | $10.8B | 8.5% |
| Energy | 1 | $9.4B | 7.4% |
| Healthcare | 1 | $9.0B | 7.1% |
| Technology | 3 | $7.1B | 5.6% |
| Real Estate | 1 | $99.0M | 0.1% |