Permit Capital, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Permit Capital, LLC disclosed 19 US equity positions worth $294.4m in its Q1 2026 13F filing. The largest position was SBAC at 33.6% of the reported book, followed by PBI and EXPE.
What did Permit Capital, LLC own in Q1 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 33.6% | $99.0m | 575,312 | – | |
| 2 | PBI PITNEY BOWES INC | Industrials | 13.1% | $38.7m | 3,500,000 | – | |
| 3 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 6.0% | $17.8m | 77,000 | – | |
| 4 | ECHO ECHOSTAR CORP | Communication Services | 4.2% | $12.3m | 105,263 | – | |
| 5 | WDC WESTERN DIGITAL CORP | Technology | 3.8% | $11.1m | 41,200 | – | |
| 6 | HPQ HP INC | Technology | 3.7% | $10.9m | 569,000 | – | |
| 7 | MTCH MATCH GROUP INC NEW | Communication Services | 3.7% | $10.7m | 350,000 | – | |
| 8 | FTDR FRONTDOOR INC | Consumer Cyclical | 3.5% | $10.4m | 197,600 | – | |
| 9 | GOOG ALPHABET INC | Communication Services | 3.4% | $10.0m | 34,700 | – | |
| 10 | RRC RANGE RES CORP | Energy | 3.2% | $9.4m | 208,850 | – | |
| 11 | CVS CVS HEALTH CORP | Healthcare | 3.1% | $9.0m | 125,500 | – | |
| 12 | MTG MGIC INVT CORP WIS | Financial Services | 3.0% | $9.0m | 341,350 | – | |
| 13 | IDCC INTERDIGITAL INC | Technology | 3.0% | $8.7m | 28,872 | – | |
| 14 | META META PLATFORMS INC | Communication Services | 2.9% | $8.6m | 15,000 | – | |
| 15 | OTEX OPEN TEXT CORP | Technology | 2.7% | $8.0m | 360,000 | – | |
| 16 | GEN GEN DIGITAL INC | Technology | 2.4% | $7.1m | 375,000 | – | |
| 17 | SIG SIGNET JEWELERS LIMITED | Consumer Cyclical | 2.3% | $6.9m | 81,000 | – | |
| 18 | PYPL PAYPAL HLDGS INC | Financial Services | 2.0% | $5.9m | 130,000 | – | |
| 19 | QVCG QVC GROUP INC | 0.3% | $863.8k | 398,062 | – |
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.