Filed: 8/6/2025ACC: 0000950123-25-007066
📋 What this filing means
PERMIT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $308.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$308.75M
Total AUM (reported)
6.22M
Total Shares
Allocation by class
CL A$149.71M48.5%
COM$129.85M42.1%
COM NEW$14.00M4.5%
CAP STK CL C$8.34M2.7%
SHS$6.44M2.1%
COM SER A NEW$412.5K0.1%
Portfolio Concentration
Top 3$180.81M58.6%
4–10$69.36M22.5%
11–25$58.58M19.0%
Top 3 weight
58.6%
Top 10 weight
81.0%
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$135.72M
43.96%
Sole
0.00
Shared
0.00
None
0.00
PITNEY BOWES INC
DFNDShares2.85M
TypeSH
Market value$31.09M
10.07%
Sole
0.00
Shared
0.00
None
0.00
EXPEDIA GROUP INC
DFNDShares83K
TypeSH
Market value$14.00M
4.53%
Sole
0.00
Shared
0.00
None
0.00
INTERDIGITAL INC
DFNDShares50.59K
TypeSH
Market value$11.34M
3.67%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares15K
TypeSH
Market value$11.07M
3.59%
Sole
0.00
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares130K
TypeSH
Market value$9.66M
3.13%
Sole
0.00
Shared
0.00
None
0.00
GEN DIGITAL INC
DFNDShares325K
TypeSH
Market value$9.55M
3.09%
Sole
0.00
Shared
0.00
None
0.00
MGIC INVT CORP WIS
DFNDShares341.35K
TypeSH
Market value$9.50M
3.08%
Sole
0.00
Shared
0.00
None
0.00
FRONTDOOR INC
DFNDShares155.60K
TypeSH
Market value$9.17M
2.97%
Sole
0.00
Shared
0.00
None
0.00
OPEN TEXT CORP
DFNDShares310K
TypeSH
Market value$9.05M
2.93%
Sole
0.00
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares292K
TypeSH
Market value$9.02M
2.92%
Sole
0.00
Shared
0.00
None
0.00
CVS HEALTH CORP
DFNDShares125.50K
TypeSH
Market value$8.66M
2.80%
Sole
0.00
Shared
0.00
None
0.00
RANGE RES CORP
DFNDShares208.85K
TypeSH
Market value$8.49M
2.75%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares47K
TypeSH
Market value$8.34M
2.70%
Sole
0.00
Shared
0.00
None
0.00
WESTERN DIGITAL CORP.
DFNDShares113.05K
TypeSH
Market value$7.23M
2.34%
Sole
0.00
Shared
0.00
None
0.00
SIGNET JEWELERS LTD
DFNDShares81K
TypeSH
Market value$6.44M
2.09%
Sole
0.00
Shared
0.00
None
0.00
HP INC
DFNDShares219K
TypeSH
Market value$5.36M
1.73%
Sole
0.00
Shared
0.00
None
0.00
ECHOSTAR CORP
DFNDShares105.26K
TypeSH
Market value$2.92M
0.94%
Sole
0.00
Shared
0.00
None
0.00
SANDISK CORP
DFNDShares37.68K
TypeSH
Market value$1.71M
0.55%
Sole
0.00
Shared
0.00
None
0.00
QVC GROUP INC
DFNDShares150K
TypeSH
Market value$412.5K
0.13%
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 | $135.72M 43.96% | 0.00 | 0.00 | 0.00 |
PITNEY BOWES INCDFND | COM | 2.85M | SH | $31.09M 10.07% | 0.00 | 0.00 | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 83K | SH | $14.00M 4.53% | 0.00 | 0.00 | 0.00 |
INTERDIGITAL INCDFND | COM | 50.59K | SH | $11.34M 3.67% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 15K | SH | $11.07M 3.59% | 0.00 | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 130K | SH | $9.66M 3.13% | 0.00 | 0.00 | 0.00 |
GEN DIGITAL INCDFND | COM | 325K | SH | $9.55M 3.09% | 0.00 | 0.00 | 0.00 |
MGIC INVT CORP WISDFND | COM | 341.35K | SH | $9.50M 3.08% | 0.00 | 0.00 | 0.00 |
FRONTDOOR INCDFND | COM | 155.60K | SH | $9.17M 2.97% | 0.00 | 0.00 | 0.00 |
OPEN TEXT CORPDFND | COM | 310K | SH | $9.05M 2.93% | 0.00 | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 292K | SH | $9.02M 2.92% | 0.00 | 0.00 | 0.00 |
CVS HEALTH CORPDFND | COM | 125.50K | SH | $8.66M 2.80% | 0.00 | 0.00 | 0.00 |
RANGE RES CORPDFND | COM | 208.85K | SH | $8.49M 2.75% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 47K | SH | $8.34M 2.70% | 0.00 | 0.00 | 0.00 |
WESTERN DIGITAL CORP.DFND | COM | 113.05K | SH | $7.23M 2.34% | 0.00 | 0.00 | 0.00 |
SIGNET JEWELERS LTDDFND | SHS | 81K | SH | $6.44M 2.09% | 0.00 | 0.00 | 0.00 |
HP INCDFND | COM | 219K | SH | $5.36M 1.73% | 0.00 | 0.00 | 0.00 |
ECHOSTAR CORPDFND | CL A | 105.26K | SH | $2.92M 0.94% | 0.00 | 0.00 | 0.00 |
SANDISK CORPDFND | COM | 37.68K | SH | $1.71M 0.55% | 0.00 | 0.00 | 0.00 |
QVC GROUP INCDFND | COM SER A NEW | 150K | SH | $412.5K 0.13% | 0.00 | 0.00 | 0.00 |