Permit Capital, LLC
Net buyer this quarter
$357M
20
+$6.68M
76.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SBAC | $102M | 28.41% | 0.54% | Not reported | Q2 2013 |
 PBI | $61.3M | 17.16% | 2.58% | Not reported | Q1 2022 |
 EXPE | $19.7M | 5.51% | 0.07% | Not reported | Q1 2021 |
 FTDR | $15.3M | 4.29% | 0.29% | Not reported | Q2 2024 |
 WDC | $13.4M | 3.75% | 0.01% | -49.0% | Q2 2018 |
 MTCH | $13.3M | 3.73% | 0.15% | Not reported | Q2 2024 |
 CVS | $13M | 3.63% | 0.01% | Not reported | Q4 2013 |
 HPQ | $12.5M | 3.49% | 0.06% | Not reported | Q2 2023 |
 GOOG | $12.3M | 3.43% | Not reported | Not reported | Q4 2015 |
 OTEX | $11.7M | 3.27% | 0.22% | +46.4% | Q3 2024 |
 GEN | $11M | 3.09% | 0.07% | +18.3% | Q2 2024 |
 ECHO | $10.3M | 2.87% | 0.21% | -4.1% | Q1 2024 |
 MTG | $9.63M | 2.69% | 0.17% | Not reported | Q1 2016 |
 EPAM | $8.57M | 2.40% | 0.21% | New | Q2 2026 |
 META | $8.45M | 2.36% | Not reported | Not reported | Q1 2022 |
 IDCC | $8.17M | 2.29% | 0.11% | Not reported | Q2 2013 |
 RRC | $7.77M | 2.17% | 0.09% | Not reported | Q3 2021 |
 SIG | $6.98M | 1.95% | 0.21% | Not reported | Q2 2023 |
 KBR | $6.91M | 1.93% | 0.16% | New | Q2 2026 |
 PYPL | $5.61M | 1.57% | 0.02% | Not reported | Q1 2022 |
| Q1 2026 | |||||
| SBAC | $99M | 33.63% | 0.54% | Not reported | Q2 2013 |
| PBI | $38.7M | 13.14% | 2.33% | +7.7% | Q1 2022 |
| EXPE | $17.8M | 6.04% | 0.07% | +5.5% | Q1 2021 |
| ECHO | $12.3M | 4.19% | 0.22% | Not reported | Q1 2024 |
| WDC | $11.1M | 3.79% | 0.01% | -48.5% | Q2 2018 |
| HPQ | $10.9M | 3.71% | 0.06% | +111.5% | Q2 2023 |
| MTCH | $10.7M | 3.65% | 0.15% | Not reported | Q2 2024 |
| FTDR | $10.4M | 3.55% | 0.28% | Not reported | Q2 2024 |
| GOOG | $9.95M | 3.38% | Not reported | -19.3% | Q4 2015 |
| RRC | $9.44M | 3.21% | 0.09% | Not reported | Q3 2021 |
| CVS | $9.01M | 3.06% | 0.01% | Not reported | Q4 2013 |
| MTG | $8.96M | 3.04% | 0.16% | Not reported | Q1 2016 |
| IDCC | $8.72M | 2.96% | 0.11% | -30.4% | Q2 2013 |
| META | $8.58M | 2.92% | Not reported | Not reported | Q1 2022 |
| OTEX | $8.01M | 2.72% | 0.15% | +16.1% | Q3 2024 |
| GEN | $7.06M | 2.40% | 0.06% | +15.4% | Q2 2024 |
| SIG | $6.86M | 2.33% | 0.20% | Not reported | Q2 2023 |
| PYPL | $5.88M | 2.00% | 0.01% | Not reported | Q1 2022 |
| QVCGA | $864K | 0.29% | Not reported | +2.6% | Q2 2018 |
| Q4 2025 | |||||
| SBAC | $111M | 34.62% | 0.54% | -0.5% | Q2 2013 |
| PBI | $34.4M | 10.69% | 2.02% | +14.0% | Q1 2022 |
| EXPE | $20.7M | 6.43% | 0.06% | -12.1% | Q1 2021 |
| WDC | $13.8M | 4.29% | 0.02% | -20.0% | Q2 2018 |
| GOOG | $13.5M | 4.20% | Not reported | -8.5% | Q4 2015 |
| IDCC | $13.2M | 4.11% | 0.16% | -0.5% | Q2 2013 |
| ECHO | $11.4M | 3.56% | 0.22% | Not reported | Q1 2024 |
| FTDR | $11.4M | 3.55% | 0.28% | +27.0% | Q2 2024 |
| MTCH | $11.3M | 3.52% | 0.15% | +19.9% | Q2 2024 |
| OTEX | $10.1M | 3.14% | 0.12% | Not reported | Q3 2024 |
| MTG | $9.97M | 3.10% | 0.16% | Not reported | Q1 2016 |
| CVS | $9.96M | 3.10% | 0.01% | Not reported | Q4 2013 |
| META | $9.9M | 3.08% | Not reported | Not reported | Q1 2022 |
| GEN | $8.84M | 2.75% | 0.05% | Not reported | Q2 2024 |
| PYPL | $7.59M | 2.36% | 0.01% | Not reported | Q1 2022 |
| RRC | $7.36M | 2.29% | 0.09% | Not reported | Q3 2021 |
| SIG | $6.71M | 2.09% | 0.20% | Not reported | Q2 2023 |
| HPQ | $5.99M | 1.86% | 0.03% | +22.8% | Q2 2023 |
| QVCGA | $4.06M | 1.26% | Not reported | +7.3% | Q2 2018 |
| Q3 2025 | |||||
| SBAC | $112M | 35.02% | 0.54% | Not reported | Q2 2013 |
| PBI | $32.5M | 10.19% | 1.66% | Not reported | Q1 2022 |
| EXPE | $17.7M | 5.56% | 0.07% | Not reported | Q1 2021 |
| IDCC | $14.4M | 4.51% | 0.16% | -17.6% | Q2 2013 |
| WDC | $12M | 3.76% | 0.03% | -11.5% | Q2 2018 |
| OTEX | $11.6M | 3.63% | 0.12% | Not reported | Q3 2024 |
| GOOG | $11.4M | 3.59% | Not reported | Not reported | Q4 2015 |
| META | $11M | 3.45% | Not reported | Not reported | Q1 2022 |
| FTDR | $10.5M | 3.28% | 0.21% | Not reported | Q2 2024 |
| MTCH | $10.3M | 3.23% | 0.12% | Not reported | Q2 2024 |
| MTG | $9.68M | 3.04% | 0.15% | Not reported | Q1 2016 |
| CVS | $9.46M | 2.97% | 0.01% | Not reported | Q4 2013 |
| GEN | $9.23M | 2.89% | 0.05% | Not reported | Q2 2024 |
| PYPL | $8.72M | 2.73% | 0.01% | Not reported | Q1 2022 |
| ECHO | $8.04M | 2.52% | 0.22% | Not reported | Q1 2024 |
| RRC | $7.86M | 2.46% | 0.09% | Not reported | Q3 2021 |
| SIG | $7.77M | 2.44% | 0.20% | Not reported | Q2 2023 |
| HPQ | $5.96M | 1.87% | 0.02% | Not reported | Q2 2023 |
| QVCGA | $4.88M | 1.53% | Not reported | +141.2% | Q2 2018 |
 SNDK | $4.23M | 1.33% | 0.03% | Not reported | Q1 2025 |