§ 13F · FUND PROFILE
PERMIT CAPITAL, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308.8T (13F)Positions · 20Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP NEW | 575K | $111.3T | 34.6% | ±0% |
| 2 | PBI | PITNEY BOWES INC | 3.25M | $34.4T | 10.7% | +14% |
| 3 | EXPE | EXPEDIA GROUP INC | 73K | $20.7T | 6.4% | −12% |
| 4 | WDC | WESTERN DIGITAL CORP | 80K | $13.8T | 4.3% | −20% |
| 5 | GOOG | ALPHABET INC | 43K | $13.5T | 4.2% | −9% |
| 6 | IDCC | INTERDIGITAL INC | 41K | $13.2T | 4.1% | ±0% |
| 7 | SATS | ECHOSTAR CORP | 105K | $11.4T | 3.6% | ±0% |
| 8 | FTDR | FRONTDOOR INC | 198K | $11.4T | 3.5% | +27% |
| 9 | MTCH | MATCH GROUP INC NEW | 350K | $11.3T | 3.5% | +20% |
| 10 | OTEX | OPEN TEXT CORP | 310K | $10.1T | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERMIT SIGNAL
AC read
PERMIT CAPITAL, LLC is a Other fund managing $308750.6 trillion in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed