Filed: 5/14/2025ACC: 0000950123-25-005077
📋 What this filing means
PERMIT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $282.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$282.12M
Total AUM (reported)
13.19M
Total Shares
Allocation by class
CL A$139.64M49.5%
COM$116.65M41.3%
COM NEW$12.27M4.3%
CAP STK CL C$7.34M2.6%
SHS$4.70M1.7%
COM SER A$1.51M0.5%
Portfolio Concentration
Top 3$163.46M57.9%
4–10$66.78M23.7%
11–25$51.87M18.4%
Top 3 weight
57.9%
Top 10 weight
81.6%
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
Other20
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings20
Rows:
SBA COMMUNICATIONS CORP NEW
DFNDShares577.92K
TypeSH
Market value$127.15M
45.07%
Sole
0.00
Shared
0.00
None
0.00
PITNEY BOWES INC
DFNDShares2.40M
TypeSH
Market value$21.72M
7.70%
Sole
0.00
Shared
0.00
None
0.00
INTERDIGITAL INC
DFNDShares70.59K
TypeSH
Market value$14.59M
5.17%
Sole
0.00
Shared
0.00
None
0.00
EXPEDIA GROUP INC
DFNDShares73K
TypeSH
Market value$12.27M
4.35%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares17K
TypeSH
Market value$9.80M
3.47%
Sole
0.00
Shared
0.00
None
0.00
MGIC INVT CORP WIS
DFNDShares391.35K
TypeSH
Market value$9.70M
3.44%
Sole
0.00
Shared
0.00
None
0.00
RANGE RES CORP
DFNDShares228.85K
TypeSH
Market value$9.14M
3.24%
Sole
0.00
Shared
0.00
None
0.00
FRONTDOOR INC
DFNDShares227.60K
TypeSH
Market value$8.74M
3.10%
Sole
0.00
Shared
0.00
None
0.00
GEN DIGITAL INC
DFNDShares325K
TypeSH
Market value$8.63M
3.06%
Sole
0.00
Shared
0.00
None
0.00
CVS HEALTH CORP
DFNDShares125.50K
TypeSH
Market value$8.50M
3.01%
Sole
0.00
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares130K
TypeSH
Market value$8.48M
3.01%
Sole
0.00
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares245K
TypeSH
Market value$7.64M
2.71%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares47K
TypeSH
Market value$7.34M
2.60%
Sole
0.00
Shared
0.00
None
0.00
OPEN TEXT CORP
DFNDShares280K
TypeSH
Market value$7.07M
2.51%
Sole
0.00
Shared
0.00
None
0.00
HP INC
DFNDShares219K
TypeSH
Market value$6.06M
2.15%
Sole
0.00
Shared
0.00
None
0.00
SIGNET JEWELERS LTD
DFNDShares81K
TypeSH
Market value$4.70M
1.67%
Sole
0.00
Shared
0.00
None
0.00
WESTERN DIGITAL CORP.
DFNDShares113.05K
TypeSH
Market value$4.57M
1.62%
Sole
0.00
Shared
0.00
None
0.00
ECHOSTAR CORP
DFNDShares105.26K
TypeSH
Market value$2.69M
0.95%
Sole
0.00
Shared
0.00
None
0.00
SANDISK CORP
DFNDShares37.68K
TypeSH
Market value$1.79M
0.64%
Sole
0.00
Shared
0.00
None
0.00
QVC GROUP INC
DFNDShares7.50M
TypeSH
Market value$1.51M
0.53%
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 | 577.92K | SH | $127.15M 45.07% | 0.00 | 0.00 | 0.00 |
PITNEY BOWES INCDFND | COM | 2.40M | SH | $21.72M 7.70% | 0.00 | 0.00 | 0.00 |
INTERDIGITAL INCDFND | COM | 70.59K | SH | $14.59M 5.17% | 0.00 | 0.00 | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 73K | SH | $12.27M 4.35% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 17K | SH | $9.80M 3.47% | 0.00 | 0.00 | 0.00 |
MGIC INVT CORP WISDFND | COM | 391.35K | SH | $9.70M 3.44% | 0.00 | 0.00 | 0.00 |
RANGE RES CORPDFND | COM | 228.85K | SH | $9.14M 3.24% | 0.00 | 0.00 | 0.00 |
FRONTDOOR INCDFND | COM | 227.60K | SH | $8.74M 3.10% | 0.00 | 0.00 | 0.00 |
GEN DIGITAL INCDFND | COM | 325K | SH | $8.63M 3.06% | 0.00 | 0.00 | 0.00 |
CVS HEALTH CORPDFND | COM | 125.50K | SH | $8.50M 3.01% | 0.00 | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 130K | SH | $8.48M 3.01% | 0.00 | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 245K | SH | $7.64M 2.71% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 47K | SH | $7.34M 2.60% | 0.00 | 0.00 | 0.00 |
OPEN TEXT CORPDFND | COM | 280K | SH | $7.07M 2.51% | 0.00 | 0.00 | 0.00 |
HP INCDFND | COM | 219K | SH | $6.06M 2.15% | 0.00 | 0.00 | 0.00 |
SIGNET JEWELERS LTDDFND | SHS | 81K | SH | $4.70M 1.67% | 0.00 | 0.00 | 0.00 |
WESTERN DIGITAL CORP.DFND | COM | 113.05K | SH | $4.57M 1.62% | 0.00 | 0.00 | 0.00 |
ECHOSTAR CORPDFND | CL A | 105.26K | SH | $2.69M 0.95% | 0.00 | 0.00 | 0.00 |
SANDISK CORPDFND | COM | 37.68K | SH | $1.79M 0.64% | 0.00 | 0.00 | 0.00 |
QVC GROUP INCDFND | COM SER A | 7.50M | SH | $1.51M 0.53% | 0.00 | 0.00 | 0.00 |