Permit Capital, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Permit Capital, LLC reported 30 stock positions worth $266.0 million. Its top holding was SBA Communications (SBAC) at 43.5% of the portfolio, followed by Pitney Bowes (PBI, 5.5%) and Expedia (EXPE, 4.5%). Compared with Q1 2024, it opened 4 new positions, added to 2 and reduced 9. The biggest buy was SBA Communications (SBAC, shares +1656%) and the biggest sale Meta Platforms Class A (META, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001313978
- Portfolio Value
- $266.0M (Q2 2024)
- SEC Filing
- 0000950123-24-008604 ↗ filed Aug 14, 2024
Holdings Value
Holdings 30 stocks · $266.0M
| SBAC SBA Communications Corp. | 43.52% | 604,035 | $115.7M | Add +1655.9% |
| PBI Pitney Bowes Inc. | 5.48% | 2,869,707 | $14.6M | Reduce -11.8% |
| EXPE Expedia Group Inc. | 4.47% | 94,425 | $11.9M | No change |
| GOOG Alphabet Inc. Class C | 4.06% | 58,881 | $10.8M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 3.22% | 17,000 | $8.6M | Reduce -40.6% |
| WDC Western Digital Corp. | 3.22% | 113,050 | $8.6M | Reduce -22.7% |
| MTG Mgic Investment Corp. | 3.17% | 391,350 | $8.4M | Reduce -30.2% |
| IDCC Interdigital Inc. | 3.09% | 70,589 | $8.2M | No change |
| GEN Gen Digital Inc. | 3.05% | 325,000 | $8.1M | New |
| FTDR Frontdoor Inc. | 2.89% | 227,600 | $7.7M | New |
| RRC Range Resources Corp. | 2.89% | 228,850 | $7.7M | Reduce -16.4% |
| HPQ HP Inc. | 2.88% | 219,000 | $7.7M | No change |
| PYPL PayPal Holdings Inc. | 2.84% | 130,000 | $7.5M | No change |
| MTCH Match Group Inc. | 2.80% | 245,000 | $7.4M | New |
| CVS CVS Health Corp. | 2.79% | 125,500 | $7.4M | No change |
| SIG Signet Jewelers Ltd. | 2.73% | 81,000 | $7.3M | Reduce -26.4% |
| PARAA Paramount Global Class B | 2.18% | 558,000 | $5.8M | No change |
| QVCG QVC Group Inc. filed as QURATE RETAIL INC | 1.80% | 7,600,000 | $4.8M | No change |
| ECHO Echostar Corp. Class A | 0.70% | 105,263 | $1.9M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 2 | $1.2M | No change |
| MA Mastercard Inc. Class A | 0.38% | 2,320 | $1.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,825 | $742K | No change |
| V Visa Inc. Class A | 0.27% | 2,685 | $705K | No change |
| NFLX Netflix Inc. | 0.25% | 996 | $672K | Reduce -13.0% |
| PM Philip Morris International | 0.24% | 6,276 | $636K | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 1,955 | $395K | Reduce -25.5% |
| UBER Uber Technologies Inc. | 0.09% | 3,355 | $244K | Add +23.1% |
| BF.A Brown-Forman Corp. Class A | 0.05% | 2,880 | $127K | No change |
| DASH DoorDash Inc. Class A | 0.04% | 980 | $107K | New |
| BF.B Brown-Forman Corp. Class B | 0.00% | 235 | $10K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Reduce -40.6% | 3.22% | −5.63 |
| MTG Mgic Investment Corp. | Reduce -30.2% | 3.17% | −4.82 |
| SIG Signet Jewelers Ltd. | Reduce -26.4% | 2.73% | −4.29 |
| PBI Pitney Bowes Inc. | Reduce -11.8% | 5.48% | −3.51 |
| WDC Western Digital Corp. | Reduce -22.7% | 3.22% | −3.14 |
| RRC Range Resources Corp. | Reduce -16.4% | 2.89% | −3.13 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 4.06% | −1.72 |
| NFLX Netflix Inc. | Reduce -13.0% | 0.25% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -25.5% | 0.15% | −0.19 |
Portfolio Buys Q1 2024 → Q2 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 |