Permit Capital, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Permit Capital, LLC reported 26 stock positions worth $156.8 million. Its top holding was Pitney Bowes (PBI) at 9.0% of the portfolio, followed by Meta Platforms Class A (META, 8.9%) and Expedia (EXPE, 8.3%). Compared with Q4 2023, it added to 2 and reduced 1. The biggest buy was PayPal (PYPL, shares +31%) and the biggest sale SBA Communications (SBAC, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001313978
- Portfolio Value
- $156.8M (Q1 2024)
- SEC Filing
- 0000950123-24-005326 ↗ filed May 15, 2024
Holdings Value
Holdings 26 stocks · $156.8M
| PBI Pitney Bowes Inc. | 8.99% | 3,254,707 | $14.1M | No change |
| META Meta Platforms Inc. Class A | 8.86% | 28,600 | $13.9M | No change |
| EXPE Expedia Group Inc. | 8.30% | 94,425 | $13.0M | No change |
| MTG Mgic Investment Corp. | 7.99% | 560,350 | $12.5M | No change |
| SIG Signet Jewelers Ltd. | 7.02% | 110,000 | $11.0M | No change |
| CVS CVS Health Corp. | 6.38% | 125,500 | $10.0M | No change |
| WDC Western Digital Corp. | 6.37% | 146,250 | $10.0M | No change |
| RRC Range Resources Corp. | 6.01% | 273,850 | $9.4M | No change |
| QVCG QVC Group Inc. filed as QURATE RETAIL INC | 5.96% | 7,600,000 | $9.3M | No change |
| GOOG Alphabet Inc. Class C | 5.78% | 59,475 | $9.1M | No change |
| PYPL PayPal Holdings Inc. | 5.55% | 130,000 | $8.7M | Add +31.3% |
| IDCC Interdigital Inc. | 4.79% | 70,589 | $7.5M | No change |
| SBAC SBA Communications Corp. | 4.75% | 34,400 | $7.5M | Reduce -94.4% |
| HPQ HP Inc. | 4.22% | 219,000 | $6.6M | No change |
| PARAA Paramount Global Class B | 4.19% | 558,000 | $6.6M | Add +26.8% |
| ECHO Echostar Corp. Class A | 0.96% | 105,263 | $1.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.81% | 2 | $1.3M | No change |
| MA Mastercard Inc. Class A | 0.71% | 2,320 | $1.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 1,825 | $767K | No change |
| V Visa Inc. Class A | 0.48% | 2,685 | $749K | No change |
| NFLX Netflix Inc. | 0.44% | 1,145 | $695K | No change |
| PM Philip Morris International | 0.37% | 6,276 | $575K | No change |
| JPM JPMorgan Chase & Co. | 0.34% | 2,625 | $526K | No change |
| UBER Uber Technologies Inc. | 0.13% | 2,725 | $210K | No change |
| BF.A Brown-Forman Corp. Class A | 0.10% | 2,880 | $152K | No change |
| BF.B Brown-Forman Corp. Class B | 0.01% | 235 | $12K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| SBAC SBA Communications Corp. | Reduce -94.4% | 4.75% | −48.45 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $357.4M | SBAC, PBI, EXPE, FTDR, WDC |
| Q1 2026 | 19 | $294.4M | SBAC, PBI, EXPE, ECHO, WDC |
| Q4 2025 | 19 | $321.4M | SBAC, PBI, EXPE, WDC, GOOG |
| Q3 2025 | 20 | $319.1M | SBAC, PBI, EXPE, IDCC, WDC |
| Q2 2025 | 20 | $308.8M | SBAC, PBI, EXPE, IDCC, META |
| Q1 2025 | 20 | $282.1M | SBAC, PBI, IDCC, EXPE, META |
| Q4 2024 | 31 | $290.4M | SBAC, PBI, IDCC, EXPE, FTDR |
| Q3 2024Amended | 31 | $325.1M | SBAC, PBI, EXPE, FTDR, PYPL |
| Q2 2024 | 30 | $266.0M | SBAC, PBI, EXPE, GOOG, META |
| Q1 2024 | 26 | $156.8M | PBI, META, EXPE, MTG, SIG |