Permit Capital, LLC
20 holdingsFiling period: 2026-06-30Current AUM: $383.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SBAC | Sba Communications Corp | 575.3K | $101.5M | $107.0M | 27.89% | -- | 2026-06-30 |
| 2 | PBI | Pitney Bowes Inc | 3.50M | $61.3M | $60.4M | 15.75% | -- | 2026-06-30 |
| 3 | EXPE | Expedia Group Inc | 77.0K | $19.7M | $21.9M | 5.70% | -- | 2026-06-30 |
| 4 | FTDR | Frontdoor Inc | 197.6K | $15.3M | $16.6M | 4.32% | -- | 2026-06-30 |
| 5 | WDC | Western Digital Corp | 21.0K | $13.4M | $7.5M | 1.95% | -20,200 | 2026-06-30 |
| 6 | MTCH | Match Group Inc New | 350.0K | $13.3M | $15.8M | 4.13% | -- | 2026-06-30 |
| 7 | CVS | Cvs Health Corp | 125.5K | $13.0M | $11.6M | 3.03% | -- | 2026-06-30 |
| 8 | HPQ | HP Inc | 569.0K | $12.5M | $19.4M | 5.06% | -- | 2026-06-30 |
| 9 | GOOG | Alphabet Inc | 34.7K | $12.3M | $10.9M | 2.84% | -- | 2026-06-30 |
| 10 | OTEX | Open Text Corp | 527.0K | $11.7M | $14.6M | 3.80% | +167.0K | 2026-06-30 |
| 11 | GEN | Gen Digital Inc | 443.5K | $11.0M | $10.8M | 2.82% | +68.5K | 2026-06-30 |
| 12 | SATS | Echostar Corp | 101.0K | $10.3M | $10.3M | 2.67% | -4,263 | 2026-06-30 |
| 13 | MTG | Mgic Invt Corp Wis | 341.4K | $9.6M | $9.8M | 2.56% | -- | 2026-06-30 |
| 14 | EPAM | Epam Sys Inc | 108.0K | $8.6M | $14.9M | 3.87% | -- | 2026-06-30 |
| 15 | META | Meta Platforms Inc | 15.0K | $8.4M | $9.5M | 2.47% | -- | 2026-06-30 |
| 16 | IDCC | Interdigital Inc | 28.9K | $8.2M | $9.4M | 2.44% | -- | 2026-06-30 |
| 17 | RRC | Range Res Corp | 208.8K | $7.8M | $11.2M | 2.92% | -- | 2026-06-30 |
| 18 | — | Signet Jewelers Limited | 81.0K | $7.0M | $7.0M | 1.82% | -- | 2026-06-30 |
| 19 | KBR | Kbr Inc | 200.0K | $6.9M | $8.0M | 2.09% | -- | 2026-06-30 |
| 20 | PYPL | Paypal Hldgs Inc | 130.0K | $5.6M | $7.1M | 1.86% | -- | 2026-06-30 |
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