Institutional Fund
Permit Capital, LLC
West Conshohocken, PACIK 13139785 filings on record
Portfolio Value
$294.39M
Q1 2026
Holdings
19
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-8.4%
from $321.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Sba Communications Corp New33.6%
- Pitney Bowes Inc13.1%
- Expedia Group Inc6.0%
- Echostar Corp4.2%
- Western Digital Corp3.8%
- Hp Inc3.7%
- Other35.5%
Portfolio Holdings
19 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sba Communications Corp New | 575.3K | $99.02M | 33.6% | 0 | Held |
| 2 | Pitney Bowes Inc | 3.50M | $38.67M | 13.1% | +250.0K | Added |
| 3 | Expedia Group Inc | 77.0K | $17.78M | 6.0% | +4.0K | Added |
| 4 | Echostar Corp | 105.3K | $12.32M | 4.2% | 0 | Held |
| 5 | Western Digital Corp | 41.2K | $11.14M | 3.8% | −38.8K | Reduced |
| 6 | Hp Inc | 569.0K | $10.93M | 3.7% | +300.0K | Added |
| 7 | Match Group Inc New | 350.0K | $10.75M | 3.7% | 0 | Held |
| 8 | Frontdoor Inc | 197.6K | $10.45M | 3.5% | 0 | Held |
| 9 | Alphabet Inc | 34.7K | $9.95M | 3.4% | −8.3K | Reduced |
| 10 | Range Res Corp | 208.8K | $9.44M | 3.2% | 0 | Held |
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