Permit Capital, LLC
20 holdingsFiling period: 2026-06-30Current AUM: $381.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP | 575.3K | $101.5M | $105.4M | 27.63% | -- | 2026-06-30 |
| 2 | PBI | PITNEY BOWES INC | 3.50M | $61.3M | $60.6M | 15.90% | -- | 2026-06-30 |
| 3 | EXPE | EXPEDIA GROUP INC | 77.0K | $19.7M | $22.6M | 5.92% | -- | 2026-06-30 |
| 4 | FTDR | FRONTDOOR INC | 197.6K | $15.3M | $15.8M | 4.15% | -- | 2026-06-30 |
| 5 | WDC | WESTERN DIGITAL CORP | 21.0K | $13.4M | $8.7M | 2.27% | -20,200 | 2026-06-30 |
| 6 | MTCH | MATCH GROUP INC NEW | 350.0K | $13.3M | $15.5M | 4.08% | -- | 2026-06-30 |
| 7 | CVS | CVS HEALTH CORP | 125.5K | $13.0M | $11.9M | 3.11% | -- | 2026-06-30 |
| 8 | HPQ | HP INC | 569.0K | $12.5M | $19.2M | 5.05% | -- | 2026-06-30 |
| 9 | GOOG | ALPHABET INC | 34.7K | $12.3M | $11.8M | 3.11% | -- | 2026-06-30 |
| 10 | OTEX | OPEN TEXT CORP | 527.0K | $11.7M | $12.5M | 3.27% | +167.0K | 2026-06-30 |
| 11 | GEN | GEN DIGITAL INC | 443.5K | $11.0M | $13.8M | 3.63% | +68.5K | 2026-06-30 |
| 12 | SATS | ECHOSTAR CORP | 101.0K | $10.3M | $10.3M | 2.69% | -4,263 | 2026-06-30 |
| 13 | MTG | MGIC INVT CORP WIS | 341.4K | $9.6M | $10.2M | 2.68% | -- | 2026-06-30 |
| 14 | EPAM | EPAM SYS INC | 108.0K | $8.6M | $13.3M | 3.50% | -- | 2026-06-30 |
| 15 | META | META PLATFORMS INC | 15.0K | $8.4M | $10.1M | 2.64% | -- | 2026-06-30 |
| 16 | IDCC | INTERDIGITAL INC | 28.9K | $8.2M | $9.4M | 2.47% | -- | 2026-06-30 |
| 17 | RRC | RANGE RES CORP | 208.8K | $7.8M | $8.8M | 2.29% | -- | 2026-06-30 |
| 18 | — | SIGNET JEWELERS LIMITED | 81.0K | $7.0M | $7.0M | 1.83% | -- | 2026-06-30 |
| 19 | KBR | KBR INC | 200.0K | $6.9M | $7.5M | 1.96% | -- | 2026-06-30 |
| 20 | PYPL | PAYPAL HLDGS INC | 130.0K | $5.6M | $7.0M | 1.83% | -- | 2026-06-30 |
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