§ 13F · FUND PROFILE
Permit Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $319M (13F)Positions · 20Turnover · — · Q1Filed · May 7, 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 · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP | 575K | $99M | 33.6% | ±0% |
| 2 | PBI | PITNEY BOWES INC | 3.50M | $39M | 13.1% | +8% |
| 3 | EXPE | EXPEDIA GROUP INC | 77K | $18M | 6.0% | +5% |
| 4 | SATS | ECHOSTAR CORP | 105K | $12M | 4.2% | ±0% |
| 5 | WDC | WESTERN DIGITAL CORP | 41K | $11M | 3.8% | −48% |
| 6 | HPQ | HP INC | 569K | $11M | 3.7% | +112% |
| 7 | MTCH | MATCH GROUP INC NEW | 350K | $11M | 3.7% | ±0% |
| 8 | FTDR | FRONTDOOR INC | 198K | $10M | 3.5% | ±0% |
| 9 | GOOG | ALPHABET INC | 35K | $10M | 3.4% | −19% |
| 10 | RRC | RANGE RES CORP | 209K | $9M | 3.2% | ±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 $319 million in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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