Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PERMIT CAPITAL, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: PERMIT CAPITAL, LLC 13F Holdings (2026-06-30)
Creator: ko.io

PERMIT CAPITAL, LLC (CIK 1313978) reported $357.4M across 20 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SBAC ($101.5M, 28.41%), PBI ($61.3M, 17.16%), EXPE ($19.7M, 5.51%), FTDR ($15.3M, 4.29%), WDC ($13.4M, 3.75%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	SBAC	SBA COMMUNICATIONS CORP	$101.5M	28.41%	575,312	Hold
2	PBI	PITNEY BOWES INC	$61.3M	17.16%	3.5M	Hold
3	EXPE	EXPEDIA GROUP INC	$19.7M	5.51%	77,000	Hold
4	FTDR	FRONTDOOR INC	$15.3M	4.29%	197,600	Hold
5	WDC	WESTERN DIGITAL CORP	$13.4M	3.75%	21,000	Trimmed
6	MTCH	MATCH GROUP INC NEW	$13.3M	3.73%	350,000	Hold
7	CVS	CVS HEALTH CORP	$13.0M	3.63%	125,500	Hold
8	HPQ	HP INC	$12.5M	3.49%	569,000	Hold
9	GOOG	ALPHABET INC	$12.3M	3.43%	34,700	Hold
10	OTEX	OPEN TEXT CORP	$11.7M	3.27%	526,996	Added
11	GEN	GEN DIGITAL INC	$11.0M	3.09%	443,494	Added
12	SATS	ECHOSTAR CORP	$10.3M	2.87%	101,000	Trimmed
13	MTG	MGIC INVT CORP WIS	$9.6M	2.69%	341,350	Hold
14	EPAM	EPAM SYS INC	$8.6M	2.40%	108,000	New
15	META	META PLATFORMS INC	$8.4M	2.36%	15,000	Hold
16	IDCC	INTERDIGITAL INC	$8.2M	2.29%	28,872	Hold
17	RRC	RANGE RES CORP	$7.8M	2.17%	208,850	Hold
18	SIG	SIGNET JEWELERS LIMITED	$7.0M	1.95%	81,000	Hold
19	KBR	KBR INC	$6.9M	1.93%	200,000	New
20	PYPL	PAYPAL HLDGS INC	$5.6M	1.57%	130,000	Hold
21	QVCAQ	QVC GROUP INC	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30