PERMIT CAPITAL, LLC
19 holdingsFiling period: 2026-03-31Current AUM: $362.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP | 575.3K | $99.0M | $104.1M | 28.73% | -- | 2026-03-31 |
| 2 | PBI | PITNEY BOWES INC | 3.50M | $38.7M | $61.4M | 16.93% | +250.0K | 2026-03-31 |
| 3 | EXPE | EXPEDIA GROUP INC | 77.0K | $17.8M | $22.7M | 6.26% | +4.0K | 2026-03-31 |
| 4 | SATS | ECHOSTAR CORP | 105.3K | $12.3M | $12.3M | 3.40% | -- | 2026-03-31 |
| 5 | WDC | WESTERN DIGITAL CORP | 41.2K | $11.1M | $22.4M | 6.19% | -38,800 | 2026-03-31 |
| 6 | HPQ | HP INC | 569.0K | $10.9M | $15.5M | 4.28% | +300.0K | 2026-03-31 |
| 7 | MTCH | MATCH GROUP INC NEW | 350.0K | $10.7M | $13.8M | 3.81% | -- | 2026-03-31 |
| 8 | FTDR | FRONTDOOR INC | 197.6K | $10.4M | $14.4M | 3.96% | -- | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 34.7K | $10.0M | $12.4M | 3.41% | -8,300 | 2026-03-31 |
| 10 | RRC | RANGE RES CORP | 208.8K | $9.4M | $8.4M | 2.31% | -- | 2026-03-31 |
| 11 | CVS | CVS HEALTH CORP | 125.5K | $9.0M | $13.1M | 3.62% | -- | 2026-03-31 |
| 12 | MTG | MGIC INVT CORP WIS | 341.4K | $9.0M | $10.3M | 2.83% | -- | 2026-03-31 |
| 13 | IDCC | INTERDIGITAL INC | 28.9K | $8.7M | $8.8M | 2.43% | -12,600 | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 15.0K | $8.6M | $8.3M | 2.30% | -- | 2026-03-31 |
| 15 | OTEX | OPEN TEXT CORP | 360.0K | $8.0M | $9.1M | 2.52% | +50.0K | 2026-03-31 |
| 16 | GEN | GEN DIGITAL INC | 375.0K | $7.1M | $10.3M | 2.84% | +50.0K | 2026-03-31 |
| 17 | — | SIGNET JEWELERS LIMITED | 81.0K | $6.9M | $6.9M | 1.89% | -- | 2026-03-31 |
| 18 | PYPL | PAYPAL HLDGS INC | 130.0K | $5.9M | $7.4M | 2.05% | -- | 2026-03-31 |
| 19 | QVCAQ | QVC GROUP INC | 398.1K | $863K | $863K | 0.24% | +10.0K | 2026-03-31 |
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