Permit Capital, LLC
Permit Capital, LLC reported 20 US-listed holdings worth $357.4 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: SBA Communications Corp. (28.4%), Pitney Bowes Inc. (17.2%) and Expedia Group, Inc. (5.5%). Against the quarter before, it opened 2 positions, added to 2, trimmed 2 and sold out of 1.
The 14 largest of its 20 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +25.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Epam Systems, Inc. EPAM$8.6 million
- Kbr, Inc. KBR$6.9 million
Added to 2
- Open Text Corp. OTEX+166,996 shares · +46%
- Gen Digital Inc. GEN+68,494 shares · +18%
Trimmed 2
- Western Digital Corp. WDC-20,200 shares · -49%
- EchoStar Corp. ECHO-4,263 shares · -4%
Sold out of 1
- QVC Group Inc. QVCAQ$863,795 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| SBA Communications Corp. SBAC | 575.3K | $101.5 million | 28.41% | no change |
| Pitney Bowes Inc. PBI | 3.5M | $61.3 million | 17.16% | no change |
| Expedia Group, Inc. EXPE | 77.0K | $19.7 million | 5.51% | no change |
| Frontdoor, Inc. FTDR | 197.6K | $15.3 million | 4.29% | no change |
| Western Digital Corp. WDC | 21.0K | $13.4 million | 3.75% | -20.2K |
| Match Group, Inc. MTCH | 350.0K | $13.3 million | 3.73% | no change |
| CVS Health Corp. CVS | 125.5K | $13.0 million | 3.63% | no change |
| HP Inc. HPQ | 569.0K | $12.5 million | 3.49% | no change |
| Alphabet Inc. GOOG | 34.7K | $12.3 million | 3.43% | no change |
| Open Text Corp. OTEX | 527.0K | $11.7 million | 3.27% | +167.0K |
| Gen Digital Inc. GEN | 443.5K | $11.0 million | 3.09% | +68.5K |
| EchoStar Corp. ECHO | 101.0K | $10.3 million | 2.87% | -4.3K |
| Mgic Investment Corp. MTG | 341.4K | $9.6 million | 2.69% | no change |
| Epam Systems, Inc. EPAM | 108.0K | $8.6 million | 2.40% | new |
| Meta Platforms, Inc. META | 15.0K | $8.4 million | 2.36% | no change |
| InterDigital, Inc. IDCC | 28.9K | $8.2 million | 2.29% | no change |
| Range Resources Corp. RRC | 208.8K | $7.8 million | 2.17% | no change |
| Signet Jewelers Ltd. SIG | 81.0K | $7.0 million | 1.95% | no change |
| Kbr, Inc. KBR | 200.0K | $6.9 million | 1.93% | new |
| PayPal Holdings, Inc. PYPL | 130.0K | $5.6 million | 1.57% | no change |