Filed: 11/10/2025ACC: 0001193125-25-274134
📋 What this filing means
PERMIT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $319.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$319.06M
Total AUM (reported)
6.41M
Total Shares
Allocation by class
COM$146.43M45.9%
CL A$130.79M41.0%
COM NEW$17.74M5.6%
CAP STK CL C$11.45M3.6%
SHS$7.77M2.4%
COM SER A NEW$4.88M1.5%
Portfolio Concentration
Top 3$162.00M50.8%
4–10$81.23M25.5%
11–25$75.83M23.8%
Top 3 weight
50.8%
Top 10 weight
76.2%
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$111.74M
35.02%
Sole
0.00
Shared
0.00
None
0.00
PITNEY BOWES INC
DFNDShares2.85M
TypeSH
Market value$32.52M
10.19%
Sole
0.00
Shared
0.00
None
0.00
EXPEDIA GROUP INC
DFNDShares83K
TypeSH
Market value$17.74M
5.56%
Sole
0.00
Shared
0.00
None
0.00
INTERDIGITAL INC
DFNDShares41.67K
TypeSH
Market value$14.39M
4.51%
Sole
0.00
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
DFNDShares100K
TypeSH
Market value$12.01M
3.76%
Sole
0.00
Shared
0.00
None
0.00
OPEN TEXT CORP
DFNDShares310K
TypeSH
Market value$11.59M
3.63%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares47K
TypeSH
Market value$11.45M
3.59%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares15K
TypeSH
Market value$11.02M
3.45%
Sole
0.00
Shared
0.00
None
0.00
FRONTDOOR INC
DFNDShares155.60K
TypeSH
Market value$10.47M
3.28%
Sole
0.00
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares292K
TypeSH
Market value$10.31M
3.23%
Sole
0.00
Shared
0.00
None
0.00
MGIC INVT CORP WIS
DFNDShares341.35K
TypeSH
Market value$9.68M
3.04%
Sole
0.00
Shared
0.00
None
0.00
CVS HEALTH CORP
DFNDShares125.50K
TypeSH
Market value$9.46M
2.97%
Sole
0.00
Shared
0.00
None
0.00
GEN DIGITAL INC
DFNDShares325K
TypeSH
Market value$9.23M
2.89%
Sole
0.00
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares130K
TypeSH
Market value$8.72M
2.73%
Sole
0.00
Shared
0.00
None
0.00
ECHOSTAR CORP
DFNDShares105.26K
TypeSH
Market value$8.04M
2.52%
Sole
0.00
Shared
0.00
None
0.00
RANGE RES CORP
DFNDShares208.85K
TypeSH
Market value$7.86M
2.46%
Sole
0.00
Shared
0.00
None
0.00
SIGNET JEWELERS LTD
DFNDShares81K
TypeSH
Market value$7.77M
2.44%
Sole
0.00
Shared
0.00
None
0.00
HP INC
DFNDShares219K
TypeSH
Market value$5.96M
1.87%
Sole
0.00
Shared
0.00
None
0.00
QVC GROUP INC
DFNDShares361.79K
TypeSH
Market value$4.88M
1.53%
Sole
0.00
Shared
0.00
None
0.00
SANDISK CORP
DFNDShares37.68K
TypeSH
Market value$4.23M
1.33%
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 | $111.74M 35.02% | 0.00 | 0.00 | 0.00 |
PITNEY BOWES INCDFND | COM | 2.85M | SH | $32.52M 10.19% | 0.00 | 0.00 | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 83K | SH | $17.74M 5.56% | 0.00 | 0.00 | 0.00 |
INTERDIGITAL INCDFND | COM | 41.67K | SH | $14.39M 4.51% | 0.00 | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 100K | SH | $12.01M 3.76% | 0.00 | 0.00 | 0.00 |
OPEN TEXT CORPDFND | COM | 310K | SH | $11.59M 3.63% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 47K | SH | $11.45M 3.59% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 15K | SH | $11.02M 3.45% | 0.00 | 0.00 | 0.00 |
FRONTDOOR INCDFND | COM | 155.60K | SH | $10.47M 3.28% | 0.00 | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 292K | SH | $10.31M 3.23% | 0.00 | 0.00 | 0.00 |
MGIC INVT CORP WISDFND | COM | 341.35K | SH | $9.68M 3.04% | 0.00 | 0.00 | 0.00 |
CVS HEALTH CORPDFND | COM | 125.50K | SH | $9.46M 2.97% | 0.00 | 0.00 | 0.00 |
GEN DIGITAL INCDFND | COM | 325K | SH | $9.23M 2.89% | 0.00 | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 130K | SH | $8.72M 2.73% | 0.00 | 0.00 | 0.00 |
ECHOSTAR CORPDFND | CL A | 105.26K | SH | $8.04M 2.52% | 0.00 | 0.00 | 0.00 |
RANGE RES CORPDFND | COM | 208.85K | SH | $7.86M 2.46% | 0.00 | 0.00 | 0.00 |
SIGNET JEWELERS LTDDFND | SHS | 81K | SH | $7.77M 2.44% | 0.00 | 0.00 | 0.00 |
HP INCDFND | COM | 219K | SH | $5.96M 1.87% | 0.00 | 0.00 | 0.00 |
QVC GROUP INCDFND | COM SER A NEW | 361.79K | SH | $4.88M 1.53% | 0.00 | 0.00 | 0.00 |
SANDISK CORPDFND | COM | 37.68K | SH | $4.23M 1.33% | 0.00 | 0.00 | 0.00 |