§ 13F · FUND PROFILE
Permit Capital, LLC.
AUM · $357M (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP | 575K | $102M | 28.4% | ±0% |
| 2 | PBI | PITNEY BOWES INC | 3.50M | $61M | 17.2% | ±0% |
| 3 | EXPE | EXPEDIA GROUP INC | 77K | $20M | 5.5% | ±0% |
| 4 | FTDR | FRONTDOOR INC | 198K | $15M | 4.3% | ±0% |
| 5 | WDC | WESTERN DIGITAL CORP | 21K | $13M | 3.8% | −49% |
| 6 | MTCH | MATCH GROUP INC NEW | 350K | $13M | 3.7% | ±0% |
| 7 | CVS | CVS HEALTH CORP | 126K | $13M | 3.6% | ±0% |
| 8 | HPQ | HP INC | 569K | $12M | 3.5% | ±0% |
| 9 | GOOG | ALPHABET INC | 35K | $12M | 3.4% | ±0% |
| 10 | OTEX | OPEN TEXT CORP | 527K | $12M | 3.3% | +46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERMIT SIGNAL
AC read
Permit Capital, LLC is a Other fund managing $357 million in assets. The fund runs a focused portfolio of just 20 positions.
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