Permit Capital, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Permit Capital, LLC reported 20 stock positions worth $357.4 million. Its top holding was SBA Communications (SBAC) at 28.4% of the portfolio, followed by Pitney Bowes (PBI, 17.2%) and Expedia (EXPE, 5.5%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 2 and reduced 2. The biggest buy was a new position in Epam Systems (EPAM) and the biggest sale Echostar Class A (ECHO, shares −4%).

Most Recent 13F
Q2 2026
Location
WEST CONSHOHOCKEN, PA
CIK
0001313978
Portfolio Value
$357.4M (Q2 2026)
SEC Filing
0001193125-26-344263 ↗ filed Aug 11, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $156.8M Q1 2024 Q2 2024: $266.0M Q2 2024 Q3 2024: $325.1M Q3 2024 Q4 2024: $290.4M Q4 2024 Q1 2025: $282.1M Q1 2025 Q2 2025: $308.8M Q2 2025 Q3 2025: $319.1M Q3 2025 Q4 2025: $321.4M Q4 2025 Q1 2026: $294.4M Q1 2026 Q2 2026: $357.4M $357.4M Q2 2026

Holdings 20 stocks · $357.4M
SBAC SBA Communications Corp. 28.41% 575,312 $101.5M No change
PBI Pitney Bowes Inc. 17.16% 3,500,000 $61.3M No change
EXPE Expedia Group Inc. 5.51% 77,000 $19.7M No change
FTDR Frontdoor Inc. 4.29% 197,600 $15.3M No change
WDC Western Digital Corp. 3.75% 21,000 $13.4M Reduce -49.0%
MTCH Match Group Inc. 3.73% 350,000 $13.3M No change
CVS CVS Health Corp. 3.63% 125,500 $13.0M No change
HPQ HP Inc. 3.49% 569,000 $12.5M No change
GOOG Alphabet Inc. Class C 3.43% 34,700 $12.3M No change
OTEX Open Text Corp. 3.27% 526,996 $11.7M Add +46.4%
GEN Gen Digital Inc. 3.09% 443,494 $11.0M Add +18.3%
ECHO Echostar Corp. Class A 2.87% 101,000 $10.3M Reduce -4.0%
MTG Mgic Investment Corp. 2.69% 341,350 $9.6M No change
EPAM Epam Systems Inc. 2.40% 108,000 $8.6M New
META Meta Platforms Inc. Class A 2.36% 15,000 $8.4M No change
IDCC Interdigital Inc. 2.29% 28,872 $8.2M No change
RRC Range Resources Corp. 2.17% 208,850 $7.8M No change
SIG Signet Jewelers Ltd. 1.95% 81,000 $7.0M No change
KBR KBR Inc. 1.93% 200,000 $6.9M New
PYPL PayPal Holdings Inc. 1.57% 130,000 $5.6M No change

Portfolio Sells Q1 2026 → Q2 2026
ECHO Echostar Corp. Class A Reduce -4.0% 2.87% −1.32
QVCAQ QVC Group Inc. Sold out 0.00% −0.29
WDC Western Digital Corp. Reduce -49.0% 3.75% −0.03

Portfolio Buys Q1 2026 → Q2 2026
EPAM Epam Systems Inc. New 2.40% +2.40
KBR KBR Inc. New 1.93% +1.93
GEN Gen Digital Inc. Add +18.3% 3.09% +0.69
OTEX Open Text Corp. Add +46.4% 3.27% +0.55

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 20$357.4MSBAC, PBI, EXPE, FTDR, WDC
Q1 2026 19$294.4MSBAC, PBI, EXPE, ECHO, WDC
Q4 2025 19$321.4MSBAC, PBI, EXPE, WDC, GOOG
Q3 2025 20$319.1MSBAC, PBI, EXPE, IDCC, WDC
Q2 2025 20$308.8MSBAC, PBI, EXPE, IDCC, META
Q1 2025 20$282.1MSBAC, PBI, IDCC, EXPE, META
Q4 2024 31$290.4MSBAC, PBI, IDCC, EXPE, FTDR
Q3 2024Amended 31$325.1MSBAC, PBI, EXPE, FTDR, PYPL
Q2 2024 30$266.0MSBAC, PBI, EXPE, GOOG, META
Q1 2024 26$156.8MPBI, META, EXPE, MTG, SIG