PERMIT CAPITAL, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, PERMIT CAPITAL, LLC held in its portfolio 19 assets valued at $321,429,724 (i.e. $321.43M).

The most valuable assets in the portfolio included: SBA COMMUNICATIONS CORP NEW ($111.28M), PITNEY BOWES INC ($34.35M), and EXPEDIA GROUP INC ($20.68M).

The chart below shows the top 10 valuable assets, and the table below shows the top 19 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in PERMIT CAPITAL, LLC Portfolio

SBA COMMUNICATIONS CORP NEW

PITNEY BOWES INC

EXPEDIA GROUP INC

WESTERN DIGITAL CORP

ALPHABET INC

INTERDIGITAL INC

ECHOSTAR CORP

FRONTDOOR INC

MATCH GROUP INC NEW

OPEN TEXT CORP

PERMIT CAPITAL, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SBA COMMUNICATIONS CORP NEW	575312	111282600	CL A
PITNEY BOWES INC	3250000	34352500	COM
EXPEDIA GROUP INC	73000	20681630	COM NEW
WESTERN DIGITAL CORP	80000	13781600	COM
ALPHABET INC	43000	13493400	CAP STK CL C
INTERDIGITAL INC	41472	13203855	COM
ECHOSTAR CORP	105263	11442088	CL A
FRONTDOOR INC	197600	11399544	COM
MATCH GROUP INC NEW	350000	11301500	COM
OPEN TEXT CORP	310000	10099800	COM
MGIC INVT CORP WIS	341350	9974247	COM
CVS HEALTH CORP	125500	9959680	COM
META PLATFORMS INC	15000	9901350	CL A
GEN DIGITAL INC	325000	8836750	COM
PAYPAL HLDGS INC	130000	7589400	COM
RANGE RES CORP	208850	7364051	COM
SIGNET JEWELERS LIMITED	81000	6713280	SHS
HP INC	269000	5993320	COM
QVC GROUP INC	388062	4059129	COM SER A NEW