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Permit Capital, LLC

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13F filer, CIK 1313978, WEST CONSHOHOCKEN, PA

Permit Capital, LLC reported $321,429,724 across 19 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 78.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-046072

Period
2025-12-31
Reported value
$321M
Holdings
19
Top 10 weight
78.1%
New
0
Sold out
1

Part of the filer group Permit Capital, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PBIadded+400,000$4.23M
FTDRadded+42,000$2.42M
MTCHadded+58,000$1.87M
HPQadded+50,000$1.11M
QVCAQadded+26,272$275K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SNDKexited-37,683-$4.23M
WDCreduced-20,000-$3.45M
EXPEreduced-10,000-$2.83M
GOOGreduced-4,000-$1.26M
SBACreduced-2,610-$505K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001193125-26-046072, largest first. % of portfolio is the value over $321,429,724, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,035 shares; 2024Q4: 596,280 shares; 2025Q1: 577,922 shares; 2025Q2: 577,922 shares; 2025Q3: 577,922 shares; 2025Q4: 575,312 shares 575,312$111M34.62%-2,610Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869,707 shares; 2024Q4: 2,400,000 shares; 2025Q1: 2,400,000 shares; 2025Q2: 2,850,000 shares; 2025Q3: 2,850,000 shares; 2025Q4: 3,250,000 shares 3,250,000$34.4M10.69%+400,000Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,425 shares; 2024Q4: 73,000 shares; 2025Q1: 73,000 shares; 2025Q2: 83,000 shares; 2025Q3: 83,000 shares; 2025Q4: 73,000 shares 73,000$20.7M6.43%-10,000Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,050 shares; 2024Q4: 113,050 shares; 2025Q1: 113,050 shares; 2025Q2: 113,050 shares; 2025Q3: 100,000 shares; 2025Q4: 80,000 shares 80,000$13.8M4.29%-20,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,911 shares; 2024Q4: 54,911 shares; 2025Q1: 47,000 shares; 2025Q2: 47,000 shares; 2025Q3: 47,000 shares; 2025Q4: 43,000 shares 43,000$13.5M4.2%-4,000Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,589 shares; 2024Q4: 70,589 shares; 2025Q1: 70,589 shares; 2025Q2: 50,589 shares; 2025Q3: 41,672 shares; 2025Q4: 41,472 shares 41,472$13.2M4.11%-200Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,263 shares; 2024Q4: 105,263 shares; 2025Q1: 105,263 shares; 2025Q2: 105,263 shares; 2025Q3: 105,263 shares; 2025Q4: 105,263 shares 105,263$11.4M3.56%0Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,600 shares; 2024Q4: 227,600 shares; 2025Q1: 227,600 shares; 2025Q2: 155,600 shares; 2025Q3: 155,600 shares; 2025Q4: 197,600 shares 197,600$11.4M3.55%+42,000Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,000 shares; 2024Q4: 245,000 shares; 2025Q1: 245,000 shares; 2025Q2: 292,000 shares; 2025Q3: 292,000 shares; 2025Q4: 350,000 shares 350,000$11.3M3.52%+58,000Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,000 shares; 2024Q4: 280,000 shares; 2025Q1: 280,000 shares; 2025Q2: 310,000 shares; 2025Q3: 310,000 shares; 2025Q4: 310,000 shares 310,000$10.1M3.14%0Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,350 shares; 2024Q4: 391,350 shares; 2025Q1: 391,350 shares; 2025Q2: 341,350 shares; 2025Q3: 341,350 shares; 2025Q4: 341,350 shares 341,350$9.97M3.1%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,500 shares; 2024Q4: 125,500 shares; 2025Q1: 125,500 shares; 2025Q2: 125,500 shares; 2025Q3: 125,500 shares; 2025Q4: 125,500 shares 125,500$9.96M3.1%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000$9.9M3.08%0Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 325,000 shares; 2025Q1: 325,000 shares; 2025Q2: 325,000 shares; 2025Q3: 325,000 shares; 2025Q4: 325,000 shares 325,000$8.84M2.75%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,000 shares; 2024Q4: 130,000 shares; 2025Q1: 130,000 shares; 2025Q2: 130,000 shares; 2025Q3: 130,000 shares; 2025Q4: 130,000 shares 130,000$7.59M2.36%0Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,850 shares; 2024Q4: 228,850 shares; 2025Q1: 228,850 shares; 2025Q2: 208,850 shares; 2025Q3: 208,850 shares; 2025Q4: 208,850 shares 208,850$7.36M2.29%0Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,000 shares; 2024Q4: 81,000 shares; 2025Q1: 81,000 shares; 2025Q2: 81,000 shares; 2025Q3: 81,000 shares; 2025Q4: 81,000 shares 81,000$6.71M2.09%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,000 shares; 2024Q4: 219,000 shares; 2025Q1: 219,000 shares; 2025Q2: 219,000 shares; 2025Q3: 219,000 shares; 2025Q4: 269,000 shares 269,000$5.99M1.86%+50,000Timeline
QVCAQQVC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 361,790 shares; 2025Q4: 388,062 shares 388,062$4.06M1.26%+26,272Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SNDKSANDISK CORP37,683$4.23Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-046072 base2026-02-11acceptance time not in the bulk data set