Permit Capital
Latest statistics and disclosures from Permit Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SBAC, PBI, EXPE, IDCC, WDC, and represent 59.05% of Permit Capital's stock portfolio.
- Added to shares of these 1 stock: QVCGA.
- Reduced shares in these 2 stocks: IDCC, WDC.
- Permit Capital was a net seller of stock by $-1.8M.
- Permit Capital has $319M in assets under management (AUM), dropping by 3.34%.
- Central Index Key (CIK): 0001313978
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Portfolio Holdings for Permit Capital
Permit Capital holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sba Communications Corp Cl A (SBAC) | 35.0 | $112M | 578k | 193.35 |
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| Pitney Bowes (PBI) | 10.2 | $33M | 2.9M | 11.41 |
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| Expedia Group Com New (EXPE) | 5.6 | $18M | 83k | 213.75 |
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| InterDigital (IDCC) | 4.5 | $14M | -17% | 42k | 345.23 |
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| Western Digital (WDC) | 3.8 | $12M | -11% | 100k | 120.06 |
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| Open Text Corp (OTEX) | 3.6 | $12M | 310k | 37.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $11M | 47k | 243.55 |
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| Meta Platforms Cl A (META) | 3.5 | $11M | 15k | 734.38 |
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| Frontdoor (FTDR) | 3.3 | $11M | 156k | 67.29 |
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| Match Group (MTCH) | 3.2 | $10M | 292k | 35.32 |
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| MGIC Investment (MTG) | 3.0 | $9.7M | 341k | 28.37 |
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| CVS Caremark Corporation (CVS) | 3.0 | $9.5M | 126k | 75.39 |
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| Nortonlifelock (GEN) | 2.9 | $9.2M | 325k | 28.39 |
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| Paypal Holdings (PYPL) | 2.7 | $8.7M | 130k | 67.06 |
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| Echostar Corp Cl A (SATS) | 2.5 | $8.0M | 105k | 76.36 |
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| Range Resources (RRC) | 2.5 | $7.9M | 209k | 37.64 |
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| Signet Jewelers SHS (SIG) | 2.4 | $7.8M | 81k | 95.92 |
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| Hp (HPQ) | 1.9 | $6.0M | 219k | 27.23 |
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| Qvc Group Com Ser A New (QVCGA) | 1.5 | $4.9M | +141% | 362k | 13.49 |
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| Sandisk Corp (SNDK) | 1.3 | $4.2M | 38k | 112.20 |
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Past Filings by Permit Capital
SEC 13F filings are viewable for Permit Capital going back to 2010
- Permit Capital 2025 Q3 filed Nov. 10, 2025
- Permit Capital 2025 Q2 filed Aug. 6, 2025
- Permit Capital 2025 Q1 filed May 14, 2025
- Permit Capital 2024 Q3 restated filed Feb. 14, 2025
- Permit Capital 2024 Q4 filed Feb. 14, 2025
- Permit Capital 2024 Q3 filed Nov. 14, 2024
- Permit Capital 2024 Q2 filed Aug. 14, 2024
- Permit Capital 2024 Q1 filed May 15, 2024
- Permit Capital 2023 Q3 filed Nov. 14, 2023
- Permit Capital 2023 Q2 filed Aug. 14, 2023
- Permit Capital 2023 Q1 filed May 15, 2023
- Permit Capital 2022 Q4 restated filed Feb. 16, 2023
- Permit Capital 2022 Q4 filed Feb. 14, 2023
- Permit Capital 2022 Q3 filed Nov. 14, 2022
- Permit Capital 2022 Q2 filed Aug. 12, 2022
- Permit Capital 2022 Q1 filed May 4, 2022