Permit Capital, LLC reported 20 holdings worth US$357M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Permit Capital, LLC reported 20 holdings worth US$357M as of Jun 30, 2026. Largest: Sba Communications Corporation, Pitney Bowes Inc. and Expedia Group, Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$357M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Sba Communications Corporation | 575K | US$102M | 28.4% |
| Pitney Bowes Inc. | 3.5M | US$61.3M | 17.2% |
| Expedia Group, Inc. | 77,000 | US$19.7M | 5.5% |
| Frontdoor, Inc. | 198K | US$15.3M | 4.3% |
| Western Digital Corporation | 21,000 | US$13.4M | 3.8% |
| Match Group, Inc. | 350K | US$13.3M | 3.7% |
| Cvs Health Corporation | 126K | US$13M | 3.6% |
| Hp Inc. | 569K | US$12.5M | 3.5% |
| Alphabet Inc (google) Class C | 34,308 | US$12.3M | 3.4% |
| Open Text Corporation | 527K | US$11.7M | 3.3% |
| Gen Digital Inc. | 443K | US$11M | 3.1% |
| Echostar Corporation | 101K | US$10.3M | 2.9% |
| Mgic Investment Corporation | 341K | US$9.63M | 2.7% |
| Epam Systems, Inc. | 108K | US$8.57M | 2.4% |
| Meta Platforms, Inc. | 15,000 | US$8.45M | 2.4% |
| Interdigital, Inc. | 28,872 | US$8.17M | 2.3% |
| Range Resources Corporation | 209K | US$7.77M | 2.2% |
| Signet Jewelers Limited | 81,000 | US$6.98M | 2.0% |
| Kbr, Inc. | 200K | US$6.91M | 1.9% |
| Paypal Holdings, Inc. | 130K | US$5.61M | 1.6% |