Funds › Permit Capital, LLC
Permit Capital, LLC
13F for Q3 2026, filed Nov 13, 2026. 21 positions worth $347.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SBAC SBA Communications Corporation | 575,312 | $92.1M | 26.5% | Unchanged | 13F ↗ |
| 2 | PBI Pitney Bowes Inc. | 3.13M | $51.0M | 14.7% | -10.7% | 13F ↗ |
| 3 | EXPE Expedia Group, Inc. | 60,800 | $16.0M | 4.6% | -21.0% | 13F ↗ |
| 4 | HPQ HP Inc. | 500,000 | $15.6M | 4.5% | -12.1% | 13F ↗ |
| 5 | FTDR Frontdoor, Inc. | 197,600 | $14.4M | 4.2% | Unchanged | 13F ↗ |
| 6 | EPAM EPAM Systems, Inc. | 130,000 | $14.1M | 4.1% | +20.4% | 13F ↗ |
| 7 | MTCH Match Group, Inc. | 350,000 | $14.1M | 4.0% | Unchanged | 13F ↗ |
| 8 | GEN Gen Digital Inc. | 593,494 | $13.1M | 3.8% | +33.8% | 13F ↗ |
| 9 | GOOG Alphabet Inc. Class C | 34,700 | $11.8M | 3.4% | Unchanged | 13F ↗ |
| 10 | OTEX Open Text Corporation | 526,996 | $11.8M | 3.4% | Unchanged | 13F ↗ |
| 11 | META Meta Platforms, Inc. | 15,000 | $10.9M | 3.1% | Unchanged | 13F ↗ |
| 12 | ECHO EchoStar Corporation | 121,000 | $10.8M | 3.1% | +19.8% | 13F ↗ |
| 13 | CVS CVS Health Corporation | 125,500 | $10.8M | 3.1% | Unchanged | 13F ↗ |
| 14 | WDC Western Digital Corporation | 21,000 | $9.5M | 2.7% | Unchanged | 13F ↗ |
| 15 | IDCC InterDigital, Inc. | 28,872 | $9.4M | 2.7% | Unchanged | 13F ↗ |
| 16 | MTG MGIC Investment Corporation | 341,350 | $8.8M | 2.5% | Unchanged | 13F ↗ |
| 17 | KBR KBR, Inc. | 250,000 | $8.8M | 2.5% | +25.0% | 13F ↗ |
| 18 | SIG Signet Jewelers Limited | 81,000 | $8.3M | 2.4% | Unchanged | 13F ↗ |
| 19 | RRC Range Resources Corporation | 208,850 | $7.7M | 2.2% | Unchanged | 13F ↗ |
| 20 | PYPL PayPal Holdings, Inc. | 130,000 | $6.8M | 2.0% | Unchanged | 13F ↗ |
| 21 | QVCG QVC Group, Inc. | 95,921 | $1.3M | 0.4% | New | 13F ↗ |
Changes since Q2 2026
1 new, 4 added to, 3 trimmed, 0 exited, 13 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| QVCG QVC Group, Inc. | 95,921 | New | $1.3M |
Added to (4)
Trimmed (3)
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 21 | $347.3M | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 20 | $357.4M | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 19 | $294.4M | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 19 | $321.4M | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 20 | $319.1M | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 20 | $308.8M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 20 | $282.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer