Permit Capital, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Permit Capital, LLC disclosed 20 US equity positions worth $319.1m in its Q3 2025 13F filing. The largest position was SBAC at 35.0% of the reported book, followed by PBI and EXPE. Against the Q2 2025 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 20 holdings.
What did Permit Capital, LLC own in Q3 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 35.0% | $111.7m | 577,922 | 0% | held |
| 2 | PBI PITNEY BOWES INC | Industrials | 10.2% | $32.5m | 2,850,000 | 0% | held |
| 3 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 5.6% | $17.7m | 83,000 | 0% | held |
| 4 | IDCC INTERDIGITAL INC | Technology | 4.5% | $14.4m | 41,672 | -18% | reduced |
| 5 | WDC WESTERN DIGITAL CORP | Technology | 3.8% | $12.0m | 100,000 | -12% | reduced |
| 6 | OTEX OPEN TEXT CORP | Technology | 3.6% | $11.6m | 310,000 | 0% | held |
| 7 | GOOG ALPHABET INC | Communication Services | 3.6% | $11.4m | 47,000 | 0% | held |
| 8 | META META PLATFORMS INC | Communication Services | 3.5% | $11.0m | 15,000 | 0% | held |
| 9 | FTDR FRONTDOOR INC | Consumer Cyclical | 3.3% | $10.5m | 155,600 | 0% | held |
| 10 | MTCH MATCH GROUP INC NEW | Communication Services | 3.2% | $10.3m | 292,000 | 0% | held |
| 11 | MTG MGIC INVT CORP WIS | Financial Services | 3.0% | $9.7m | 341,350 | 0% | held |
| 12 | CVS CVS HEALTH CORP | Healthcare | 3.0% | $9.5m | 125,500 | 0% | held |
| 13 | GEN GEN DIGITAL INC | Technology | 2.9% | $9.2m | 325,000 | 0% | held |
| 14 | PYPL PAYPAL HLDGS INC | Financial Services | 2.7% | $8.7m | 130,000 | 0% | held |
| 15 | ECHO ECHOSTAR CORP | Communication Services | 2.5% | $8.0m | 105,263 | 0% | held |
| 16 | RRC RANGE RES CORP | Energy | 2.5% | $7.9m | 208,850 | 0% | held |
| 17 | SIG SIGNET JEWELERS LTD | Consumer Cyclical | 2.4% | $7.8m | 81,000 | 0% | held |
| 18 | HPQ HP INC | Technology | 1.9% | $6.0m | 219,000 | 0% | held |
| 19 | QVCG QVC GROUP INC | 1.5% | $4.9m | 361,790 | 141% | added | |
| 20 | SNDK SANDISK CORP | Technology | 1.3% | $4.2m | 37,683 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.