Permit Capital, LLC
CIK 1313978 · Holdings on Dec 31, 2025 · First reported Feb 11, 2026
Top ten holdings
Q4 2025- SBAC34.62%
- PBI10.69%
- EXPE6.43%
- WDC4.29%
- GOOG4.20%
- IDCC4.11%
- ECHO3.56%
- FTDR3.55%
- MTCH3.52%
- OTEX3.14%
Share classes counted separately78.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ECHOWeight increased · +1.04 pp2.52% → 3.56%Shares 0 (0.00%)
- EXPEWeight increased · +0.87 pp5.56% → 6.43%Shares -10.00K (-12.05%)
- GOOGWeight increased · +0.61 pp3.59% → 4.20%Shares -4.00K (-8.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SBACSBA COMMUNICATIONS CORPCL A View history and evidence | $111.28M | 34.62% | 575.31K shares | 35.02% → 34.62%-0.40 pp -2.61K (-0.45%) | Reduced | ↗▾ |
| 02 | PBIPITNEY BOWES INC View history and evidence | $34.35M | 10.69% | 3.25M shares | 10.19% → 10.69%+0.50 pp +400.00K (+14.04%) | Added | ↗▾ |
| 03 | EXPEEXPEDIA GROUP INCCOM NEW View history and evidence | $20.68M | 6.43% | 73.00K shares | 5.56% → 6.43%+0.87 pp -10.00K (-12.05%) | Reduced | ↗▾ |
| 04 | WDCWESTERN DIGITAL CORP View history and evidence | $13.78M | 4.29% | 80.00K shares | 3.76% → 4.29%+0.53 pp -20.00K (-20.00%) | Reduced | ↗▾ |
| 05 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $13.49M | 4.20% | 43.00K shares | 3.59% → 4.20%+0.61 pp -4.00K (-8.51%) | Reduced | ↗▾ |
| 06 | IDCCINTERDIGITAL INC View history and evidence | $13.20M | 4.11% | 41.47K shares | 4.51% → 4.11%-0.40 pp -200 (-0.48%) | Reduced | ↗▾ |
| 07 | ECHOECHOSTAR CORP-ACL A View history and evidence | $11.44M | 3.56% | 105.26K shares | 2.52% → 3.56%+1.04 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | FTDRFRONTDOOR INC View history and evidence | $11.40M | 3.55% | 197.60K shares | 3.28% → 3.55%+0.27 pp +42.00K (+26.99%) | Added | ↗▾ |
| 09 | MTCHMATCH GROUP INC View history and evidence | $11.30M | 3.52% | 350.00K shares | 3.23% → 3.52%+0.29 pp +58.00K (+19.86%) | Added | ↗▾ |
| 10 | OTEXOPEN TEXT CORP View history and evidence | $10.10M | 3.14% | 310.00K shares | 3.63% → 3.14%-0.49 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SNDK SANDISK CORP | Non-derivative | -37,683 | -$4.23M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1313978 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 321429724
}Take these holdings further.
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