Filed: 8/11/2026ACC: 0001193125-26-344263
📋 What this filing means
PERMIT CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $357.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$357.38M
Total AUM (reported)
7.63M
Total Shares
Allocation by class
COM$198.22M55.5%
CL A$120.22M33.6%
COM NEW$19.70M5.5%
CAP STK CL C$12.26M3.4%
SHS$6.98M2.0%
Portfolio Concentration
Top 3$182.54M51.1%
4–10$91.46M25.6%
11–25$83.38M23.3%
Top 3 weight
51.1%
Top 10 weight
76.7%
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
DFNDShares575.31K
TypeSH
Market value$101.52M
28.41%
Sole
0.00
Shared
0.00
None
0.00
PITNEY BOWES INC
DFNDShares3.50M
TypeSH
Market value$61.32M
17.16%
Sole
0.00
Shared
0.00
None
0.00
EXPEDIA GROUP INC
DFNDShares77K
TypeSH
Market value$19.70M
5.51%
Sole
0.00
Shared
0.00
None
0.00
FRONTDOOR INC
DFNDShares197.60K
TypeSH
Market value$15.33M
4.29%
Sole
0.00
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
DFNDShares21K
TypeSH
Market value$13.41M
3.75%
Sole
0.00
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares350K
TypeSH
Market value$13.32M
3.73%
Sole
0.00
Shared
0.00
None
0.00
CVS HEALTH CORP
DFNDShares125.50K
TypeSH
Market value$12.98M
3.63%
Sole
0.00
Shared
0.00
None
0.00
HP INC
DFNDShares569K
TypeSH
Market value$12.48M
3.49%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares34.70K
TypeSH
Market value$12.26M
3.43%
Sole
0.00
Shared
0.00
None
0.00
OPEN TEXT CORP
DFNDShares527K
TypeSH
Market value$11.67M
3.27%
Sole
0.00
Shared
0.00
None
0.00
GEN DIGITAL INC
DFNDShares443.49K
TypeSH
Market value$11.04M
3.09%
Sole
0.00
Shared
0.00
None
0.00
ECHOSTAR CORP
DFNDShares101K
TypeSH
Market value$10.25M
2.87%
Sole
0.00
Shared
0.00
None
0.00
MGIC INVT CORP WIS
DFNDShares341.35K
TypeSH
Market value$9.63M
2.69%
Sole
0.00
Shared
0.00
None
0.00
EPAM SYS INC
DFNDShares108K
TypeSH
Market value$8.57M
2.40%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares15K
TypeSH
Market value$8.45M
2.36%
Sole
0.00
Shared
0.00
None
0.00
INTERDIGITAL INC
DFNDShares28.87K
TypeSH
Market value$8.17M
2.29%
Sole
0.00
Shared
0.00
None
0.00
RANGE RES CORP
DFNDShares208.85K
TypeSH
Market value$7.77M
2.17%
Sole
0.00
Shared
0.00
None
0.00
SIGNET JEWELERS LIMITED
DFNDShares81K
TypeSH
Market value$6.98M
1.95%
Sole
0.00
Shared
0.00
None
0.00
KBR INC
DFNDShares200K
TypeSH
Market value$6.91M
1.93%
Sole
0.00
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares130K
TypeSH
Market value$5.61M
1.57%
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 | $101.52M 28.41% | 0.00 | 0.00 | 0.00 |
PITNEY BOWES INCDFND | COM | 3.50M | SH | $61.32M 17.16% | 0.00 | 0.00 | 0.00 |
EXPEDIA GROUP INCDFND | COM NEW | 77K | SH | $19.70M 5.51% | 0.00 | 0.00 | 0.00 |
FRONTDOOR INCDFND | COM | 197.60K | SH | $15.33M 4.29% | 0.00 | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 21K | SH | $13.41M 3.75% | 0.00 | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 350K | SH | $13.32M 3.73% | 0.00 | 0.00 | 0.00 |
CVS HEALTH CORPDFND | COM | 125.50K | SH | $12.98M 3.63% | 0.00 | 0.00 | 0.00 |
HP INCDFND | COM | 569K | SH | $12.48M 3.49% | 0.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 34.70K | SH | $12.26M 3.43% | 0.00 | 0.00 | 0.00 |
OPEN TEXT CORPDFND | COM | 527K | SH | $11.67M 3.27% | 0.00 | 0.00 | 0.00 |
GEN DIGITAL INCDFND | COM | 443.49K | SH | $11.04M 3.09% | 0.00 | 0.00 | 0.00 |
ECHOSTAR CORPDFND | CL A | 101K | SH | $10.25M 2.87% | 0.00 | 0.00 | 0.00 |
MGIC INVT CORP WISDFND | COM | 341.35K | SH | $9.63M 2.69% | 0.00 | 0.00 | 0.00 |
EPAM SYS INCDFND | COM | 108K | SH | $8.57M 2.40% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 15K | SH | $8.45M 2.36% | 0.00 | 0.00 | 0.00 |
INTERDIGITAL INCDFND | COM | 28.87K | SH | $8.17M 2.29% | 0.00 | 0.00 | 0.00 |
RANGE RES CORPDFND | COM | 208.85K | SH | $7.77M 2.17% | 0.00 | 0.00 | 0.00 |
SIGNET JEWELERS LIMITEDDFND | SHS | 81K | SH | $6.98M 1.95% | 0.00 | 0.00 | 0.00 |
KBR INCDFND | COM | 200K | SH | $6.91M 1.93% | 0.00 | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 130K | SH | $5.61M 1.57% | 0.00 | 0.00 | 0.00 |