Filed: 2/14/2025ACC: 0000950123-25-002537
📋 What this filing means
PERMIT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $290.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$290.37M
Total AUM (reported)
13.23M
Total Shares
Allocation by class
CL A$136.74M47.1%
COM$118.75M40.9%
COM NEW$13.60M4.7%
CAP STK CL C$10.46M3.6%
SHS$6.54M2.3%
COM SER A$2.48M0.9%
COM CL A$848.6K0.3%
Portfolio Concentration
Top 3$152.57M52.5%
4–10$75.73M26.1%
11–25$60.86M21.0%
Rest$1.21M0.4%
Top 3 weight
52.5%
Top 10 weight
78.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other31
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings31
Rows:
SBA COMMUNICATIONS CORP NEW
DFNDShares596.28K
TypeSH
Market value$121.52M
41.85%
Sole
0.00
Shared
0.00
None
0.00
PITNEY BOWES INC
DFNDShares2.40M
TypeSH
Market value$17.38M
5.98%
Sole
0.00
Shared
0.00
None
0.00
INTERDIGITAL INC
DFNDShares70.59K
TypeSH
Market value$13.67M
4.71%
Sole
0.00
Shared
0.00
None
0.00
EXPEDIA GROUP INC
DFNDShares73K
TypeSH
Market value$13.60M
4.68%
Sole
0.00
Shared
0.00
None
0.00
FRONTDOOR INC
DFNDShares227.60K
TypeSH
Market value$12.44M
4.29%
Sole
0.00
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares130K
TypeSH
Market value$11.10M
3.82%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares54.91K
TypeSH
Market value$10.46M
3.60%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares17K
TypeSH
Market value$9.95M
3.43%
Sole
0.00
Shared
0.00
None
0.00
MGIC INVT CORP WIS
DFNDShares391.35K
TypeSH
Market value$9.28M
3.20%
Sole
0.00
Shared
0.00
None
0.00
GEN DIGITAL INC
DFNDShares325K
TypeSH
Market value$8.90M
3.06%
Sole
0.00
Shared
0.00
None
0.00
RANGE RES CORP
DFNDShares228.85K
TypeSH
Market value$8.23M
2.84%
Sole
0.00
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares245K
TypeSH
Market value$8.01M
2.76%
Sole
0.00
Shared
0.00
None
0.00
OPEN TEXT CORP
DFNDShares280K
TypeSH
Market value$7.93M
2.73%
Sole
0.00
Shared
0.00
None
0.00
HP INC
DFNDShares219K
TypeSH
Market value$7.15M
2.46%
Sole
0.00
Shared
0.00
None
0.00
WESTERN DIGITAL CORP.
DFNDShares113.05K
TypeSH
Market value$6.74M
2.32%
Sole
0.00
Shared
0.00
None
0.00
SIGNET JEWELERS LTD
DFNDShares81K
TypeSH
Market value$6.54M
2.25%
Sole
0.00
Shared
0.00
None
0.00
CVS HEALTH CORP
DFNDShares125.50K
TypeSH
Market value$5.63M
1.94%
Sole
0.00
Shared
0.00
None
0.00
QURATE RETAIL INC
DFNDShares7.50M
TypeSH
Market value$2.48M
0.85%
Sole
0.00
Shared
0.00
None
0.00
ECHOSTAR CORP
DFNDShares105.26K
TypeSH
Market value$2.41M
0.83%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares2.00
TypeSH
Market value$1.36M
0.47%
Sole
0.00
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares2.32K
TypeSH
Market value$1.22M
0.42%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
DFNDShares2.69K
TypeSH
Market value$848.6K
0.29%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares883.00
TypeSH
Market value$787.0K
0.27%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares1.68K
TypeSH
Market value$759.2K
0.26%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
DFNDShares6.28K
TypeSH
Market value$755.3K
0.26%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SBA COMMUNICATIONS CORP NEWDFND | CL A | 596.28K | SH | $121.52M 41.85% | 0.00 | 0.00 | 0.00 |
PITNEY BOWES INCDFND | COM | 2.40M | SH | $17.38M 5.98% | 0.00 | 0.00 | 0.00 |
INTERDIGITAL INCDFND | COM | 70.59K | SH | $13.67M 4.71% | 0.00 | 0.00 | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 73K | SH | $13.60M 4.68% | 0.00 | 0.00 | 0.00 |
FRONTDOOR INCDFND | COM | 227.60K | SH | $12.44M 4.29% | 0.00 | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 130K | SH | $11.10M 3.82% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 54.91K | SH | $10.46M 3.60% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 17K | SH | $9.95M 3.43% | 0.00 | 0.00 | 0.00 |
MGIC INVT CORP WISDFND | COM | 391.35K | SH | $9.28M 3.20% | 0.00 | 0.00 | 0.00 |
GEN DIGITAL INCDFND | COM | 325K | SH | $8.90M 3.06% | 0.00 | 0.00 | 0.00 |
RANGE RES CORPDFND | COM | 228.85K | SH | $8.23M 2.84% | 0.00 | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 245K | SH | $8.01M 2.76% | 0.00 | 0.00 | 0.00 |
OPEN TEXT CORPDFND | COM | 280K | SH | $7.93M 2.73% | 0.00 | 0.00 | 0.00 |
HP INCDFND | COM | 219K | SH | $7.15M 2.46% | 0.00 | 0.00 | 0.00 |
WESTERN DIGITAL CORP.DFND | COM | 113.05K | SH | $6.74M 2.32% | 0.00 | 0.00 | 0.00 |
SIGNET JEWELERS LTDDFND | SHS | 81K | SH | $6.54M 2.25% | 0.00 | 0.00 | 0.00 |
CVS HEALTH CORPDFND | COM | 125.50K | SH | $5.63M 1.94% | 0.00 | 0.00 | 0.00 |
QURATE RETAIL INCDFND | COM SER A | 7.50M | SH | $2.48M 0.85% | 0.00 | 0.00 | 0.00 |
ECHOSTAR CORPDFND | CL A | 105.26K | SH | $2.41M 0.83% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 2.00 | SH | $1.36M 0.47% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 2.32K | SH | $1.22M 0.42% | 0.00 | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 2.69K | SH | $848.6K 0.29% | 0.00 | 0.00 | 0.00 |
NETFLIX INCDFND | COM | 883.00 | SH | $787.0K 0.27% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 1.68K | SH | $759.2K 0.26% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 6.28K | SH | $755.3K 0.26% | 0.00 | 0.00 | 0.00 |
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