Holders — by stockHoldings — by fund
Permit Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001313978
$357.4M
disclosed book value
20
positions
28.4%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SBACSBA COMMUNICATIONS CORP | 575,312 | $101.5M | 28.4% |
| 2 | PBIPITNEY BOWES INC | 3.5M | $61.3M | 17.2% |
| 3 | EXPEEXPEDIA GROUP INC | 77,000 | $19.7M | 5.5% |
| 4 | FTDRFRONTDOOR INC | 197,600 | $15.3M | 4.3% |
| 5 | WDCWESTERN DIGITAL CORP | 21,000 | $13.4M | 3.8% |
| 6 | MTCHMATCH GROUP INC NEW | 350,000 | $13.3M | 3.7% |
| 7 | CVSCVS HEALTH CORP | 125,500 | $13.0M | 3.6% |
| 8 | HPQHP INC | 569,000 | $12.5M | 3.5% |
| 9 | GOOGALPHABET INC | 34,700 | $12.3M | 3.4% |
| 10 | OTEXOPEN TEXT CORP | 526,996 | $11.7M | 3.3% |
| 11 | GENGEN DIGITAL INC | 443,494 | $11.0M | 3.1% |
| 12 | ECHOECHOSTAR CORP | 101,000 | $10.3M | 2.9% |
| 13 | MTGMGIC INVT CORP WIS | 341,350 | $9.6M | 2.7% |
| 14 | EPAMEPAM SYS INC | 108,000 | $8.6M | 2.4% |
| 15 | METAMETA PLATFORMS INC | 15,000 | $8.4M | 2.4% |
| 16 | IDCCINTERDIGITAL INC | 28,872 | $8.2M | 2.3% |
| 17 | RRCRANGE RES CORP | 208,850 | $7.8M | 2.2% |
| 18 | SIGNET JEWELERS LIMITED | 81,000 | $7.0M | 2% |
| 19 | KBRKBR INC | 200,000 | $6.9M | 1.9% |
| 20 | PYPLPAYPAL HLDGS INC | 130,000 | $5.6M | 1.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.