Permit Capital as of Sept. 30, 2025
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 | |
| Pitney Bowes (PBI) | 10.2 | $33M | 2.9M | 11.41 | |
| Expedia Group Com New (EXPE) | 5.6 | $18M | 83k | 213.75 | |
| InterDigital (IDCC) | 4.5 | $14M | 42k | 345.23 | |
| Western Digital (WDC) | 3.8 | $12M | 100k | 120.06 | |
| Open Text Corp (OTEX) | 3.6 | $12M | 310k | 37.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $11M | 47k | 243.55 | |
| Meta Platforms Cl A (META) | 3.5 | $11M | 15k | 734.38 | |
| Frontdoor (FTDR) | 3.3 | $11M | 156k | 67.29 | |
| Match Group (MTCH) | 3.2 | $10M | 292k | 35.32 | |
| MGIC Investment (MTG) | 3.0 | $9.7M | 341k | 28.37 | |
| CVS Caremark Corporation (CVS) | 3.0 | $9.5M | 126k | 75.39 | |
| Nortonlifelock (GEN) | 2.9 | $9.2M | 325k | 28.39 | |
| Paypal Holdings (PYPL) | 2.7 | $8.7M | 130k | 67.06 | |
| Echostar Corp Cl A (SATS) | 2.5 | $8.0M | 105k | 76.36 | |
| Range Resources (RRC) | 2.5 | $7.9M | 209k | 37.64 | |
| Signet Jewelers SHS (SIG) | 2.4 | $7.8M | 81k | 95.92 | |
| Hp (HPQ) | 1.9 | $6.0M | 219k | 27.23 | |
| Qvc Group Com Ser A New (QVCGA) | 1.5 | $4.9M | 362k | 13.49 | |
| Sandisk Corp (SNDK) | 1.3 | $4.2M | 38k | 112.20 |
