Investor
PERMIT CAPITAL, LLC
CIK 0001313978 · filed 2026-05-07 · SEC filing
13F book
$294.4M
Positions
19
Largest name
33.6%
Sba Communications Corp New · SBAC
Est. mark
−$25.3M
Price effect on 19 names still held. Flow −$1.78M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Sba Communications Corp New | SBAC | 575.3K | $99M | 33.6% | −$12.3M | Held |
| Pitney Bowes Inc | — | 3.5M | $38.7M | 13.1% | $1.56M | Added$4.32M |
| Expedia Group, Inc. | EXPE | 77K | $17.8M | 6.0% | −$3.83M | Added−$2.9M |
| Echostar Corp | ECHO | 105.3K | $12.3M | 4.2% | $881.1K | Held |
| Western Digital Corp | WDC | 41.2K | $11.1M | 3.8% | $4.05M | Cut−$2.64M |
| Hp Inc | HPQ | 569K | $10.9M | 3.7% | −$825.8K | Added$4.94M |
| Match Group Inc New | — | 350K | $10.7M | 3.7% | −$553K | Held |
| Frontdoor, Inc. | FTDR | 197.6K | $10.4M | 3.5% | −$954.4K | Held |
| Alphabet Inc | — | 34.7K | $9.95M | 3.4% | −$934.8K | Cut−$3.54M |
| Range Res Corp | — | 208.8K | $9.44M | 3.2% | $2.07M | Held |
| Cvs Health Corp | CVS | 125.5K | $9.01M | 3.1% | −$946.3K | Held |
| Mgic Invt Corp Wis | — | 341.4K | $8.96M | 3.0% | −$1.01M | Held |
| InterDigital, Inc. | IDCC | 28.9K | $8.72M | 3.0% | −$472.9K | Cut−$4.48M |
| Meta Platforms, Inc. | META | 15K | $8.58M | 2.9% | −$1.32M | Held |
| Open Text Corp | OTEX | 360K | $8.01M | 2.7% | −$3.21M | Added−$2.09M |
| Gen Digital Inc | — | 375K | $7.06M | 2.4% | −$2.72M | Added−$1.78M |
| Signet Jewelers Limited | — | 81K | $6.86M | 2.3% | $142.6K | Held |
| Paypal Hldgs Inc | — | 130K | $5.88M | 2.0% | −$1.71M | Held |
| Qvc Group Inc | — | 398.1K | $863.8K | 0.3% | −$3.22M | Added−$3.2M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.