Permit Capital, LLC: 13F holdings
CIK 13139782026Q2
| Positions | 20 |
|---|
| Reported value | $357.4m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 20 (+1 vs prior quarter) |
|---|
| Reported value | $357.4m (+21.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SBAC SBA COMMUNICATIONS CORP | 575,312 | $101.5m | 28.4% |
| PBI PITNEY BOWES INC | 3,500,000 | $61.3m | 17.2% |
| EXPE EXPEDIA GROUP INC | 77,000 | $19.7m | 5.5% |
| FTDR FRONTDOOR INC | 197,600 | $15.3m | 4.3% |
| WDC WESTERN DIGITAL CORP | 21,000 | $13.4m | 3.8% |
| MTCH MATCH GROUP INC NEW | 350,000 | $13.3m | 3.7% |
| CVS CVS HEALTH CORP | 125,500 | $13.0m | 3.6% |
| HPQ HP INC | 569,000 | $12.5m | 3.5% |
| GOOG ALPHABET INC | 34,700 | $12.3m | 3.4% |
| OTEX OPEN TEXT CORP | 526,996 | $11.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1313978")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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