PERMIT CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PBI | 3.25M | $34.35M |
 | SBAC | 575K | $111.28M |
 | QVCGA | 388K | $4.06M |
 | MTCH | 350K | $11.30M |
 | MTG | 341K | $9.97M |
 | GEN | 325K | $8.84M |
 | OTEX | 310K | $10.10M |
 | HPQ | 269K | $5.99M |
 | RRC | 209K | $7.36M |
 | FTDR | 198K | $11.40M |
 | PYPL | 130K | $7.59M |
 | CVS | 126K | $9.96M |
 | SATS | 105K | $11.44M |
 | SIG | 81K | $6.71M |
 | WDC | 80K | $13.78M |
 | EXPE | 73K | $20.68M |
 | GOOG | 43K | $13.49M |
 | IDCC | 41K | $13.20M |
 | META | 15K | $9.90M |
Pitney Bowes Inc.
PBI
Shares Held
3.25M
Value
$34.35M
SBA Communications Corporation
SBAC
Shares Held
575K
Value
$111.28M
QVC Group Inc.
QVCGA
Shares Held
388K
Value
$4.06M
Match Group, Inc.
MTCH
Shares Held
350K
Value
$11.30M
MGIC Investment Corporation
MTG
Shares Held
341K
Value
$9.97M
Gen Digital Inc.
GEN
Shares Held
325K
Value
$8.84M
Open Text Corporation
OTEX
Shares Held
310K
Value
$10.10M
HP Inc.
HPQ
Shares Held
269K
Value
$5.99M
Range Resources Corporation
RRC
Shares Held
209K
Value
$7.36M
Frontdoor, Inc.
FTDR
Shares Held
198K
Value
$11.40M
PayPal Holdings, Inc.
PYPL
Shares Held
130K
Value
$7.59M
CVS Health Corporation
CVS
Shares Held
126K
Value
$9.96M
EchoStar Corporation
SATS
Shares Held
105K
Value
$11.44M
Signet Jewelers Limited
SIG
Shares Held
81K
Value
$6.71M
Western Digital Corporation
WDC
Shares Held
80K
Value
$13.78M
Expedia Group, Inc.
EXPE
Shares Held
73K
Value
$20.68M
Alphabet Inc.
GOOG
Shares Held
43K
Value
$13.49M
InterDigital, Inc.
IDCC
Shares Held
41K
Value
$13.20M
Meta Platforms, Inc.
META
Shares Held
15K
Value
$9.90M