← Back to Discover
Permit Capital, LLC
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $357,383,614
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SBA COMMUNICATIONS CORP · CL A · 78410G104 · shares: $101,519,556
- PITNEY BOWES INC · COM · 724479100 · shares: $61,320,000
- EXPEDIA GROUP INC · COM NEW · 30212P303 · shares: $19,702,760
- FRONTDOOR INC · COM · 35905A109 · shares: $15,331,784
- WESTERN DIGITAL CORP · COM · 958102105 · shares: $13,413,120
- MATCH GROUP INC NEW · COM · 57667L107 · shares: $13,317,500
- CVS HEALTH CORP · COM · 126650100 · shares: $12,982,975
- HP INC · COM · 40434L105 · shares: $12,483,860
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $12,260,551
- OPEN TEXT CORP · COM · 683715106 · shares: $11,672,961
Reported holdings
20 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 575,312 shares | $101,519,556 |
| PITNEY BOWES INC | COM | 724479100 | — | 3,500,000 shares | $61,320,000 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 77,000 shares | $19,702,760 |
| FRONTDOOR INC | COM | 35905A109 | — | 197,600 shares | $15,331,784 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 21,000 shares | $13,413,120 |
| MATCH GROUP INC NEW | COM | 57667L107 | — | 350,000 shares | $13,317,500 |
| CVS HEALTH CORP | COM | 126650100 | — | 125,500 shares | $12,982,975 |
| HP INC | COM | 40434L105 | — | 569,000 shares | $12,483,860 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 34,700 shares | $12,260,551 |
| OPEN TEXT CORP | COM | 683715106 | — | 526,996 shares | $11,672,961 |
| GEN DIGITAL INC | COM | 668771108 | — | 443,494 shares | $11,038,566 |
| ECHOSTAR CORP | CL A | 278768106 | — | 101,000 shares | $10,251,500 |
| MGIC INVT CORP WIS | COM | 552848103 | — | 341,350 shares | $9,626,070 |
| EPAM SYS INC | COM | 29414B104 | — | 108,000 shares | $8,569,800 |
| META PLATFORMS INC | CL A | 30303M102 | — | 15,000 shares | $8,449,350 |
| INTERDIGITAL INC | COM | 45867G101 | — | 28,872 shares | $8,174,529 |
| RANGE RES CORP | COM | 75281A109 | — | 208,850 shares | $7,767,132 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | — | 81,000 shares | $6,982,200 |
| KBR INC | COM | 48242W106 | — | 200,000 shares | $6,906,000 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 130,000 shares | $5,613,400 |