Permit Capital, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Permit Capital, LLC disclosed 20 US equity positions worth $357.4m in its Q2 2026 13F filing. The largest position was SBAC at 28.4% of the reported book, followed by PBI and EXPE. Against the Q1 2026 filing, it opened 2 new positions, added to 2 and reduced 2 among the top 20 holdings.
What did Permit Capital, LLC own in Q2 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 28.4% | $101.5m | 575,312 | 0% | held |
| 2 | PBI PITNEY BOWES INC | Industrials | 17.2% | $61.3m | 3,500,000 | 0% | held |
| 3 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 5.5% | $19.7m | 77,000 | 0% | held |
| 4 | FTDR FRONTDOOR INC | Consumer Cyclical | 4.3% | $15.3m | 197,600 | 0% | held |
| 5 | WDC WESTERN DIGITAL CORP | Technology | 3.8% | $13.4m | 21,000 | -49% | reduced |
| 6 | MTCH MATCH GROUP INC NEW | Communication Services | 3.7% | $13.3m | 350,000 | 0% | held |
| 7 | CVS CVS HEALTH CORP | Healthcare | 3.6% | $13.0m | 125,500 | 0% | held |
| 8 | HPQ HP INC | Technology | 3.5% | $12.5m | 569,000 | 0% | held |
| 9 | GOOG ALPHABET INC | Communication Services | 3.4% | $12.3m | 34,700 | 0% | held |
| 10 | OTEX OPEN TEXT CORP | Technology | 3.3% | $11.7m | 526,996 | 46% | added |
| 11 | GEN GEN DIGITAL INC | Technology | 3.1% | $11.0m | 443,494 | 18% | added |
| 12 | ECHO ECHOSTAR CORP | Communication Services | 2.9% | $10.3m | 101,000 | -4% | reduced |
| 13 | MTG MGIC INVT CORP WIS | Financial Services | 2.7% | $9.6m | 341,350 | 0% | held |
| 14 | EPAM EPAM SYS INC | Technology | 2.4% | $8.6m | 108,000 | – | new |
| 15 | META META PLATFORMS INC | Communication Services | 2.4% | $8.4m | 15,000 | 0% | held |
| 16 | IDCC INTERDIGITAL INC | Technology | 2.3% | $8.2m | 28,872 | 0% | held |
| 17 | RRC RANGE RES CORP | Energy | 2.2% | $7.8m | 208,850 | 0% | held |
| 18 | SIG SIGNET JEWELERS LIMITED | Consumer Cyclical | 2.0% | $7.0m | 81,000 | 0% | held |
| 19 | KBR KBR INC | Industrials | 1.9% | $6.9m | 200,000 | – | new |
| 20 | PYPL PAYPAL HLDGS INC | Financial Services | 1.6% | $5.6m | 130,000 | 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.