Filed: 5/7/2026ACC: 0001193125-26-211746
📋 What this filing means
PERMIT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $294.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$294.39M
Total AUM (reported)
7.51M
Total Shares
Allocation by class
COM$139.02M47.2%
CL A$119.92M40.7%
COM NEW$17.78M6.0%
CAP STK CL C$9.95M3.4%
SHS$6.86M2.3%
COM SER A NEW$863.8K0.3%
Portfolio Concentration
Top 3$155.47M52.8%
4–10$74.98M25.5%
11–25$63.94M21.7%
Top 3 weight
52.8%
Top 10 weight
78.3%
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
Other19
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings19
Rows:
SBA COMMUNICATIONS CORP
DFNDShares575.31K
TypeSH
Market value$99.02M
33.63%
Sole
0.00
Shared
0.00
None
0.00
PITNEY BOWES INC
DFNDShares3.50M
TypeSH
Market value$38.67M
13.14%
Sole
0.00
Shared
0.00
None
0.00
EXPEDIA GROUP INC
DFNDShares77K
TypeSH
Market value$17.78M
6.04%
Sole
0.00
Shared
0.00
None
0.00
ECHOSTAR CORP
DFNDShares105.26K
TypeSH
Market value$12.32M
4.19%
Sole
0.00
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
DFNDShares41.20K
TypeSH
Market value$11.14M
3.79%
Sole
0.00
Shared
0.00
None
0.00
HP INC
DFNDShares569K
TypeSH
Market value$10.93M
3.71%
Sole
0.00
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares350K
TypeSH
Market value$10.75M
3.65%
Sole
0.00
Shared
0.00
None
0.00
FRONTDOOR INC
DFNDShares197.60K
TypeSH
Market value$10.45M
3.55%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares34.70K
TypeSH
Market value$9.95M
3.38%
Sole
0.00
Shared
0.00
None
0.00
RANGE RES CORP
DFNDShares208.85K
TypeSH
Market value$9.44M
3.21%
Sole
0.00
Shared
0.00
None
0.00
CVS HEALTH CORP
DFNDShares125.50K
TypeSH
Market value$9.01M
3.06%
Sole
0.00
Shared
0.00
None
0.00
MGIC INVT CORP WIS
DFNDShares341.35K
TypeSH
Market value$8.96M
3.04%
Sole
0.00
Shared
0.00
None
0.00
INTERDIGITAL INC
DFNDShares28.87K
TypeSH
Market value$8.72M
2.96%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares15K
TypeSH
Market value$8.58M
2.92%
Sole
0.00
Shared
0.00
None
0.00
OPEN TEXT CORP
DFNDShares360K
TypeSH
Market value$8.01M
2.72%
Sole
0.00
Shared
0.00
None
0.00
GEN DIGITAL INC
DFNDShares375K
TypeSH
Market value$7.06M
2.40%
Sole
0.00
Shared
0.00
None
0.00
SIGNET JEWELERS LIMITED
DFNDShares81K
TypeSH
Market value$6.86M
2.33%
Sole
0.00
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares130K
TypeSH
Market value$5.88M
2.00%
Sole
0.00
Shared
0.00
None
0.00
QVC GROUP INC
DFNDShares398.06K
TypeSH
Market value$863.8K
0.29%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SBA COMMUNICATIONS CORPDFND | CL A | 575.31K | SH | $99.02M 33.63% | 0.00 | 0.00 | 0.00 |
PITNEY BOWES INCDFND | COM | 3.50M | SH | $38.67M 13.14% | 0.00 | 0.00 | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 77K | SH | $17.78M 6.04% | 0.00 | 0.00 | 0.00 |
ECHOSTAR CORPDFND | CL A | 105.26K | SH | $12.32M 4.19% | 0.00 | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 41.20K | SH | $11.14M 3.79% | 0.00 | 0.00 | 0.00 |
HP INCDFND | COM | 569K | SH | $10.93M 3.71% | 0.00 | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 350K | SH | $10.75M 3.65% | 0.00 | 0.00 | 0.00 |
FRONTDOOR INCDFND | COM | 197.60K | SH | $10.45M 3.55% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 34.70K | SH | $9.95M 3.38% | 0.00 | 0.00 | 0.00 |
RANGE RES CORPDFND | COM | 208.85K | SH | $9.44M 3.21% | 0.00 | 0.00 | 0.00 |
CVS HEALTH CORPDFND | COM | 125.50K | SH | $9.01M 3.06% | 0.00 | 0.00 | 0.00 |
MGIC INVT CORP WISDFND | COM | 341.35K | SH | $8.96M 3.04% | 0.00 | 0.00 | 0.00 |
INTERDIGITAL INCDFND | COM | 28.87K | SH | $8.72M 2.96% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 15K | SH | $8.58M 2.92% | 0.00 | 0.00 | 0.00 |
OPEN TEXT CORPDFND | COM | 360K | SH | $8.01M 2.72% | 0.00 | 0.00 | 0.00 |
GEN DIGITAL INCDFND | COM | 375K | SH | $7.06M 2.40% | 0.00 | 0.00 | 0.00 |
SIGNET JEWELERS LIMITEDDFND | SHS | 81K | SH | $6.86M 2.33% | 0.00 | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 130K | SH | $5.88M 2.00% | 0.00 | 0.00 | 0.00 |
QVC GROUP INCDFND | COM SER A NEW | 398.06K | SH | $863.8K 0.29% | 0.00 | 0.00 | 0.00 |