# Permit Capital, LLC: Form 13F holdings

An institutional investment manager in WEST CONSHOHOCKEN, PA. SEC CIK 1313978.

- Quarter ended: 2026-06-30
- Filed: 2026-08-11
- Reported value: $357.4m
- Positions: 20 (20 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1313978/000119312526344263/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SBA COMMUNICATIONS CORP (SBAC)](/companies/sbac.md) | CL A | $101.5m | 28.4% | 575,312 |  | Unchanged |
| [PITNEY BOWES INC (PBI)](/companies/pbi.md) | COM | $61.3m | 17.2% | 3,500,000 |  | Unchanged |
| [EXPEDIA GROUP INC (EXPE)](/companies/expe.md) | COM NEW | $19.7m | 5.5% | 77,000 |  | Unchanged |
| [FRONTDOOR INC (FTDR)](/companies/ftdr.md) | COM | $15.3m | 4.3% | 197,600 |  | Unchanged |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $13.4m | 3.8% | 21,000 |  | Reduced −20,200 |
| [MATCH GROUP INC NEW (MTCH)](/companies/mtch.md) | COM | $13.3m | 3.7% | 350,000 |  | Unchanged |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $13.0m | 3.6% | 125,500 |  | Unchanged |
| [HP INC (HPQ)](/companies/hpq.md) | COM | $12.5m | 3.5% | 569,000 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $12.3m | 3.4% | 34,700 |  | Unchanged |
| [OPEN TEXT CORP (OTEX)](/companies/otex.md) | COM | $11.7m | 3.3% | 526,996 |  | Added +166,996 |
| [GEN DIGITAL INC (GEN)](/companies/gen.md) | COM | $11.0m | 3.1% | 443,494 |  | Added +68,494 |
| [ECHOSTAR CORP (ECHO)](/companies/echo.md) | CL A | $10.3m | 2.9% | 101,000 |  | Reduced −4,263 |
| [MGIC INVT CORP WIS (MTG)](/companies/mtg.md) | COM | $9.6m | 2.7% | 341,350 |  | Unchanged |
| [EPAM SYS INC (EPAM)](/companies/epam.md) | COM | $8.6m | 2.4% | 108,000 |  | New +108,000 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $8.4m | 2.4% | 15,000 |  | Unchanged |
| [INTERDIGITAL INC (IDCC)](/companies/idcc.md) | COM | $8.2m | 2.3% | 28,872 |  | Unchanged |
| [RANGE RES CORP (RRC)](/companies/rrc.md) | COM | $7.8m | 2.2% | 208,850 |  | Unchanged |
| SIGNET JEWELERS LIMITED | SHS | $7.0m | 2.0% | 81,000 |  | Unchanged |
| [KBR INC (KBR)](/companies/kbr.md) | COM | $6.9m | 1.9% | 200,000 |  | New +200,000 |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $5.6m | 1.6% | 130,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| QVC GROUP INC | COM SER A NEW | $0 | 0.0% | 0 |  | Sold out −398,062 |

Source: SEC EDGAR, Form 13F-HR, accession 0001193125-26-344263. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.