Permit Capital, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Permit Capital, LLC reported 31 stock positions worth $290.4 million. Its top holding was SBA Communications (SBAC) at 41.9% of the portfolio, followed by Pitney Bowes (PBI, 6.0%) and Interdigital (IDCC, 4.7%). Compared with Q3 2024, it added to 1 and reduced 6. The biggest buy was Uber Technologies (UBER, shares +22%) and the biggest sale SBA Communications (SBAC, shares −1%).

Most Recent 13F
Q2 2026
Location
WEST CONSHOHOCKEN, PA
CIK
0001313978
Portfolio Value
$290.4M (Q4 2024)
SEC Filing
0000950123-25-002537 ↗ filed Feb 14, 2025

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 $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 Q2 2026

Holdings 31 stocks · $290.4M
SBAC SBA Communications Corp. 41.85% 596,280 $121.5M Reduce -0.8%
PBI Pitney Bowes Inc. 5.98% 2,400,000 $17.4M Reduce -16.4%
IDCC Interdigital Inc. 4.71% 70,589 $13.7M No change
EXPE Expedia Group Inc. 4.68% 73,000 $13.6M Reduce -22.7%
FTDR Frontdoor Inc. 4.29% 227,600 $12.4M No change
PYPL PayPal Holdings Inc. 3.82% 130,000 $11.1M No change
GOOG Alphabet Inc. Class C 3.60% 54,911 $10.5M No change
META Meta Platforms Inc. Class A 3.43% 17,000 $10.0M No change
MTG Mgic Investment Corp. 3.20% 391,350 $9.3M No change
GEN Gen Digital Inc. 3.06% 325,000 $8.9M No change
RRC Range Resources Corp. 2.84% 228,850 $8.2M No change
MTCH Match Group Inc. 2.76% 245,000 $8.0M No change
OTEX Open Text Corp. 2.73% 280,000 $7.9M No change
HPQ HP Inc. 2.46% 219,000 $7.1M No change
WDC Western Digital Corp. 2.32% 113,050 $6.7M No change
SIG Signet Jewelers Ltd. 2.25% 81,000 $6.5M No change
CVS CVS Health Corp. 1.94% 125,500 $5.6M No change
QVCG QVC Group Inc. filed as QURATE RETAIL INC 0.85% 7,500,000 $2.5M Reduce -1.3%
ECHO Echostar Corp. Class A 0.83% 105,263 $2.4M No change
BRK.A Berkshire Hathaway Inc. Class A 0.47% 2 $1.4M No change
MA Mastercard Inc. Class A 0.42% 2,320 $1.2M No change
V Visa Inc. Class A 0.29% 2,685 $849K No change
NFLX Netflix Inc. 0.27% 883 $787K Reduce -6.7%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,675 $759K No change
PM Philip Morris International 0.26% 6,276 $755K No change
JPM JPMorgan Chase & Co. 0.16% 1,955 $469K No change
UBER Uber Technologies Inc. 0.09% 4,538 $274K Add +21.9%
PARAA Paramount Global Class B 0.06% 17,658 $185K Reduce -96.8%
DASH DoorDash Inc. Class A 0.06% 980 $164K No change
BF.A Brown-Forman Corp. Class A 0.04% 2,880 $109K No change
BF.B Brown-Forman Corp. Class B 0.00% 235 $9K No change

Portfolio Sells Q3 2024 → Q4 2024
SBAC SBA Communications Corp. Reduce -0.8% 41.85% −2.65
PARAA Paramount Global Class B Reduce -96.8% 0.06% −1.76
QVCG QVC Group Inc. Reduce -1.3% 0.85% −0.57
PBI Pitney Bowes Inc. Reduce -16.4% 5.98% −0.31
NFLX Netflix Inc. Reduce -6.7% 0.27% +0.06
EXPE Expedia Group Inc. Reduce -22.7% 4.68% +0.39

Portfolio Buys Q3 2024 → Q4 2024
UBER Uber Technologies Inc. Add +21.9% 0.09% +0.01

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