Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PERMIT CAPITAL, LLC (CIK 1313978) reported $294.4M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SBAC ($99.0M, 33.63%), PBI ($38.7M, 13.14%), EXPE ($17.8M, 6.04%), SATS ($12.3M, 4.19%), WDC ($11.1M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP | $99.0M | 33.63% | 575,312 | Hold |
| 2 | PBI | PITNEY BOWES INC | $38.7M | 13.14% | 3.5M | Added |
| 3 | EXPE | EXPEDIA GROUP INC | $17.8M | 6.04% | 77,000 | Added |
| 4 | SATS | ECHOSTAR CORP | $12.3M | 4.19% | 105,263 | Hold |
| 5 | WDC | WESTERN DIGITAL CORP | $11.1M | 3.79% | 41,200 | Trimmed |
| 6 | HPQ | HP INC | $10.9M | 3.71% | 569,000 | Added |
| 7 | MTCH | MATCH GROUP INC NEW | $10.7M | 3.65% | 350,000 | Hold |
| 8 | FTDR | FRONTDOOR INC | $10.4M | 3.55% | 197,600 | Hold |
| 9 | GOOG | ALPHABET INC | $10.0M | 3.38% | 34,700 | Trimmed |
| 10 | RRC | RANGE RES CORP | $9.4M | 3.21% | 208,850 | Hold |
| 11 | CVS | CVS HEALTH CORP | $9.0M | 3.06% | 125,500 | Hold |
| 12 | MTG | MGIC INVT CORP WIS | $9.0M | 3.04% | 341,350 | Hold |
| 13 | IDCC | INTERDIGITAL INC | $8.7M | 2.96% | 28,872 | Trimmed |
| 14 | META | META PLATFORMS INC | $8.6M | 2.92% | 15,000 | Hold |
| 15 | OTEX | OPEN TEXT CORP | $8.0M | 2.72% | 360,000 | Added |
| 16 | GEN | GEN DIGITAL INC | $7.1M | 2.40% | 375,000 | Added |
| 17 | SIG | SIGNET JEWELERS LIMITED | $6.9M | 2.33% | 81,000 | Hold |
| 18 | PYPL | PAYPAL HLDGS INC | $5.9M | 2.00% | 130,000 | Hold |
| 19 | QVCGA | QVC GROUP INC | $863,795 | 0.29% | 398,062 | Added |
Source: SEC Form 13F filings · as of 2026-03-31