Holdings of Permit Capital, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 17 in 1 countries
- Top ten
- 82.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | SBA Communications Corp | 575,312 | 99M $ | |
| 2 | Pitney Bowes Inc | 3,500,000 | 38.7M $ | |
| 3 | Expedia Group Inc | 77,000 | 17.8M $ | |
| 4 | EchoStar Corp | 105,263 | 12.3M $ | |
| 5 | Western Digital Corp | 41,200 | 11.1M $ | |
| 6 | HP Inc | 569,000 | 10.9M $ | |
| 7 | Match Group Inc | 350,000 | 10.7M $ | |
| 8 | Frontdoor Inc | 197,600 | 10.4M $ | |
| 9 | Alphabet Inc | 34,700 | 10M $ | |
| 10 | Range Resources Corp | 208,850 | 9.4M $ | |
| 11 | CVS Health Corp | 125,500 | 9M $ | |
| 12 | MGIC Investment Corp | 341,350 | 9M $ | |
| 13 | InterDigital Inc | 28,872 | 8.7M $ | |
| 14 | Meta Platforms Inc | 15,000 | 8.6M $ | |
| 15 | Gen Digital Inc | 375,000 | 7.1M $ | |
| 16 | PayPal Holdings Inc | 130,000 | 5.9M $ | |
| 17 | Qurate Retail Inc | 398,062 | 863.8K $ |
Sector breakdown
- Real estate 35.4 %
- Communication 11.0 %
- Technology 7.9 %
- Consumer discretionary 6.4 %
- Health care 3.2 %
- Financials 2.1 %
- Unattributed 34.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 17 | 279.5M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Permit Capital, LLC". https://titelia.com/en/funds/US13F1313978