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The Analysis of Permit Capital, LLC's Holdings & P&L

Currently, Permit Capital, LLC holds 20 types of securities in its portfolio with a total value $294.4M. In the most recent quarter, they have increased their positions in N/A (+300.0K shares, valued at $5.8M), PBI (+250.0K shares, valued at $2.8M), OTEX (+50.0K shares, valued at $1.1M); decreased their positions in WDC (-38.8K shares, valued at $10.5M), IDCC (-12.6K shares, valued at $3.8M), N/A (-8.3K shares, valued at $2.4M); initiated new positions in QVCGA (+N/A shares, valued at $N/A).

1M P&L

-11.6M-3.71%

3M P&L

+28.9M+10.66%

HY P&L

+37.6M+14.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1REIT - Specialty99.0M

38.9%

2Integrated Freight & Logistics38.7M

15.2%

3Travel Services17.8M

7.0%

Top Industries by Stock Count

1Software - Application2 stocks

13.3%

2REIT - Specialty1 stocks

6.7%

3Integrated Freight & Logistics1 stocks

6.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SBAC SBA COMMUNICATIONS CORP575.3K shares0.00%2026-03-312026-05-07

PBI PITNEY BOWES INC3.5M shares7.69%2026-03-312026-05-07

EXPE EXPEDIA GROUP INC77.0K shares5.48%2026-03-312026-05-07

SATS ECHOSTAR CORP105.3K shares0.00%2026-03-312026-05-07

WDC WESTERN DIGITAL CORP41.2K shares-48.50%2026-03-312026-05-07

HP INC HP INC569.0K shares111.52%2026-03-312026-05-07

MATCH GROUP INC NEW MATCH GROUP INC NEW350.0K shares0.00%2026-03-312026-05-07

FTDR FRONTDOOR INC197.6K shares0.00%2026-03-312026-05-07

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ALPHABET INC ALPHABET INC34.7K shares-19.30%2026-03-312026-05-07

RRC RANGE RES CORP208.8K shares0.00%2026-03-312026-05-07

CVS CVS HEALTH CORP125.5K shares0.00%2026-03-312026-05-07

MTG MGIC INVT CORP WIS341.4K shares0.00%2026-03-312026-05-07

IDCC INTERDIGITAL INC28.9K shares-30.38%2026-03-312026-05-07

META META PLATFORMS INC15.0K shares0.00%2026-03-312026-05-07

OTEX OPEN TEXT CORP360.0K shares16.13%2026-03-312026-05-07

GEN DIGITAL INC GEN DIGITAL INC375.0K shares15.38%2026-03-312026-05-07

Sponsored

SIG SIGNET JEWELERS LIMITED81.0K shares0.00%2026-03-312026-05-07

PYPL PAYPAL HLDGS INC130.0K shares0.00%2026-03-312026-05-07

QVC GROUP INC QVC GROUP INC398.1K shares2.58%2026-03-312026-05-07

QVCGA N/A sharesnew addition2026-04-172026-04-30

SBAC

SBA COMMUNICATIONS CORP

0.00%

Shares575.3K

Event2026-03-31

Filed2026-05-07

PBI

PITNEY BOWES INC

7.69%

Shares3.5M

Event2026-03-31

Filed2026-05-07

EXPE

EXPEDIA GROUP INC

5.48%

Shares77.0K

Event2026-03-31

Filed2026-05-07

SATS

ECHOSTAR CORP

0.00%

Shares105.3K

Event2026-03-31

Filed2026-05-07

WDC

WESTERN DIGITAL CORP

-48.50%

Shares41.2K

Event2026-03-31

Filed2026-05-07

HP INC

111.52%

Shares569.0K

Event2026-03-31

Filed2026-05-07

MATCH GROUP INC NEW

0.00%

Shares350.0K

Event2026-03-31

Filed2026-05-07

FTDR

FRONTDOOR INC

0.00%

Shares197.6K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-19.30%

Shares34.7K

Event2026-03-31

Filed2026-05-07

RRC

RANGE RES CORP

0.00%

Shares208.8K

Event2026-03-31

Filed2026-05-07

CVS

CVS HEALTH CORP

0.00%

Shares125.5K

Event2026-03-31

Filed2026-05-07

MTG

MGIC INVT CORP WIS

0.00%

Shares341.4K

Event2026-03-31

Filed2026-05-07

IDCC

INTERDIGITAL INC

-30.38%

Shares28.9K

Event2026-03-31

Filed2026-05-07