Permit Capital, LLC
CIK 0001313978 · WEST CONSHOHOCKEN, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$357.4M
2026 Q2
Positions
20
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SBAC
SBA COMMUNICATIONS CORP
28.4%
PBI
PITNEY BOWES INC
17.2%
EXPE
EXPEDIA GROUP INC
5.5%
FTDR
FRONTDOOR INC
4.3%
WDC
WESTERN DIGITAL CORP
3.8%
MTCH
MATCH GROUP INC NEW
3.7%
CVS
CVS HEALTH CORP
3.6%
HPQ
HP INC
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.