Permit Capital, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Permit Capital, LLC disclosed 19 US equity positions worth $321.4m in its Q4 2025 13F filing. The largest position was SBAC at 34.6% of the reported book, followed by PBI and EXPE. Against the Q3 2025 filing, it opened 0 new positions, added to 5 and reduced 3 among the top 19 holdings.
What did Permit Capital, LLC own in Q4 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 34.6% | $111.3m | 575,312 | -0% | held |
| 2 | PBI PITNEY BOWES INC | Industrials | 10.7% | $34.4m | 3,250,000 | 14% | added |
| 3 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 6.4% | $20.7m | 73,000 | -12% | reduced |
| 4 | WDC WESTERN DIGITAL CORP | Technology | 4.3% | $13.8m | 80,000 | -20% | reduced |
| 5 | GOOG ALPHABET INC | Communication Services | 4.2% | $13.5m | 43,000 | -9% | reduced |
| 6 | IDCC INTERDIGITAL INC | Technology | 4.1% | $13.2m | 41,472 | -0% | held |
| 7 | ECHO ECHOSTAR CORP | Communication Services | 3.6% | $11.4m | 105,263 | 0% | held |
| 8 | FTDR FRONTDOOR INC | Consumer Cyclical | 3.5% | $11.4m | 197,600 | 27% | added |
| 9 | MTCH MATCH GROUP INC NEW | Communication Services | 3.5% | $11.3m | 350,000 | 20% | added |
| 10 | OTEX OPEN TEXT CORP | Technology | 3.1% | $10.1m | 310,000 | 0% | held |
| 11 | MTG MGIC INVT CORP WIS | Financial Services | 3.1% | $10.0m | 341,350 | 0% | held |
| 12 | CVS CVS HEALTH CORP | Healthcare | 3.1% | $10.0m | 125,500 | 0% | held |
| 13 | META META PLATFORMS INC | Communication Services | 3.1% | $9.9m | 15,000 | 0% | held |
| 14 | GEN GEN DIGITAL INC | Technology | 2.7% | $8.8m | 325,000 | 0% | held |
| 15 | PYPL PAYPAL HLDGS INC | Financial Services | 2.4% | $7.6m | 130,000 | 0% | held |
| 16 | RRC RANGE RES CORP | Energy | 2.3% | $7.4m | 208,850 | 0% | held |
| 17 | SIG SIGNET JEWELERS LIMITED | Consumer Cyclical | 2.1% | $6.7m | 81,000 | 0% | held |
| 18 | HPQ HP INC | Technology | 1.9% | $6.0m | 269,000 | 23% | added |
| 19 | QVCG QVC GROUP INC | 1.3% | $4.1m | 388,062 | 7% | added |
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.