Permit Capital, LLC 13F 持仓 · 2026年Q2
Permit Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 3.57 亿美元。前几大持仓：SBAC（28.41%）、PBI（17.16%）、EXPE（5.51%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 2 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP | $101.5M | 28.41% | 575,312 | 持平 |
| 2 | PBI | PITNEY BOWES INC | $61.3M | 17.16% | 3.5M | 持平 |
| 3 | EXPE | EXPEDIA GROUP INC | $19.7M | 5.51% | 77,000 | 持平 |
| 4 | FTDR | FRONTDOOR INC | $15.3M | 4.29% | 197,600 | 持平 |
| 5 | WDC | WESTERN DIGITAL CORP | $13.4M | 3.75% | 21,000 | 减持 |
| 6 | MTCH | MATCH GROUP INC NEW | $13.3M | 3.73% | 350,000 | 持平 |
| 7 | CVS | CVS HEALTH CORP | $13.0M | 3.63% | 125,500 | 持平 |
| 8 | HPQ | HP INC | $12.5M | 3.49% | 569,000 | 持平 |
| 9 | GOOG | ALPHABET INC | $12.3M | 3.43% | 34,700 | 持平 |
| 10 | OTEX | OPEN TEXT CORP | $11.7M | 3.27% | 526,996 | 增持 |
| 11 | GEN | GEN DIGITAL INC | $11.0M | 3.09% | 443,494 | 增持 |
| 12 | ECHO | ECHOSTAR CORP | $10.3M | 2.87% | 101,000 | 减持 |
| 13 | MTG | MGIC INVT CORP WIS | $9.6M | 2.69% | 341,350 | 持平 |
| 14 | EPAM | EPAM SYS INC | $8.6M | 2.40% | 108,000 | 新建仓 |
| 15 | META | META PLATFORMS INC | $8.4M | 2.36% | 15,000 | 持平 |
| 16 | IDCC | INTERDIGITAL INC | $8.2M | 2.29% | 28,872 | 持平 |
| 17 | RRC | RANGE RES CORP | $7.8M | 2.17% | 208,850 | 持平 |
| 18 | SIG | SIGNET JEWELERS LIMITED | $7.0M | 1.95% | 81,000 | 持平 |
| 19 | KBR | KBR INC | $6.9M | 1.93% | 200,000 | 新建仓 |
| 20 | PYPL | PAYPAL HLDGS INC | $5.6M | 1.57% | 130,000 | 持平 |
| 21 | QVCAQ | QVC GROUP INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR