Permit Capital
Latest statistics and disclosures from Permit Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SBAC, PBI, EXPE, WDC, GOOG, and represent 60.23% of Permit Capital's stock portfolio.
- Added to shares of these 5 stocks: PBI, FTDR, MTCH, HPQ, QVCGA.
- Reduced shares in these 6 stocks: SNDK, WDC, EXPE, GOOG, SBAC, IDCC.
- Sold out of its position in SNDK.
- Permit Capital was a net seller of stock by $-2.4M.
- Permit Capital has $321M in assets under management (AUM), dropping by 0.74%.
- Central Index Key (CIK): 0001313978
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Portfolio Holdings for Permit Capital
Permit Capital holds 19 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sba Communications Corp Cl A (SBAC) | 34.6 | $111M | 575k | 193.43 |
|
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| Pitney Bowes (PBI) | 10.7 | $34M | +14% | 3.3M | 10.57 |
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| Expedia Group Com New (EXPE) | 6.4 | $21M | -12% | 73k | 283.31 |
|
| Western Digital (WDC) | 4.3 | $14M | -20% | 80k | 172.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $14M | -8% | 43k | 313.80 |
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| InterDigital (IDCC) | 4.1 | $13M | 42k | 318.38 |
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| Echostar Corp Cl A (SATS) | 3.6 | $11M | 105k | 108.70 |
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| Frontdoor (FTDR) | 3.5 | $11M | +26% | 198k | 57.69 |
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| Match Group (MTCH) | 3.5 | $11M | +19% | 350k | 32.29 |
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| Open Text Corp (OTEX) | 3.1 | $10M | 310k | 32.58 |
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| MGIC Investment (MTG) | 3.1 | $10M | 341k | 29.22 |
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| CVS Caremark Corporation (CVS) | 3.1 | $10M | 126k | 79.36 |
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| Meta Platforms Cl A (META) | 3.1 | $9.9M | 15k | 660.09 |
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| Nortonlifelock (GEN) | 2.7 | $8.8M | 325k | 27.19 |
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| Paypal Holdings (PYPL) | 2.4 | $7.6M | 130k | 58.38 |
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| Range Resources (RRC) | 2.3 | $7.4M | 209k | 35.26 |
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| Signet Jewelers SHS (SIG) | 2.1 | $6.7M | 81k | 82.88 |
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| Hp (HPQ) | 1.9 | $6.0M | +22% | 269k | 22.28 |
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| Qvc Group Com Ser A New (QVCGA) | 1.3 | $4.1M | +7% | 388k | 10.46 |
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Past Filings by Permit Capital
SEC 13F filings are viewable for Permit Capital going back to 2010
- Permit Capital 2025 Q4 filed Feb. 11, 2026
- 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