Skip to content
Disclosery

Permit Capital, LLC

Follow

13F filer, CIK 1313978, WEST CONSHOHOCKEN, PA

Permit Capital, LLC reported $294,394,143 across 19 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 78.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-211746

Period
2026-03-31
Reported value
$294M
Holdings
19
Top 10 weight
78.28%
New
0
Sold out
0

Part of the filer group Permit Capital, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HPQadded+300,000$5.76M
PBIadded+250,000$2.76M
OTEXadded+50,000$1.11M
GENadded+50,000$942K
EXPEadded+4,000$924K

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
WDCreduced-38,800-$10.5M
IDCCreduced-12,600-$3.81M
GOOGreduced-8,300-$2.38M

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, Q1 2026

Share positions as resolved from 13F-HR 0001193125-26-211746, largest first. % of portfolio is the value over $294,394,143, 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; 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; 2026Q1: 575,312 shares 575,312$99M33.63%0Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,500,000 shares 3,500,000$38.7M13.14%+250,000Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,000 shares 77,000$17.8M6.04%+4,000Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 105,263 shares 105,263$12.3M4.19%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,200 shares 41,200$11.1M3.79%-38,800Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 569,000 shares 569,000$10.9M3.71%+300,000Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 350,000 shares 350,000$10.7M3.65%0Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 197,600 shares 197,600$10.4M3.55%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,700 shares 34,700$9.95M3.38%-8,300Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 208,850 shares 208,850$9.44M3.21%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 125,500 shares 125,500$9.01M3.06%0Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 341,350 shares 341,350$8.96M3.04%0Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,872 shares 28,872$8.72M2.96%-12,600Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,000 shares 15,000$8.58M2.92%0Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 360,000 shares 360,000$8.01M2.72%+50,000Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 375,000 shares 375,000$7.06M2.4%+50,000Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 81,000 shares 81,000$6.86M2.33%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 130,000 shares 130,000$5.88M2%0Timeline
QVCAQQVC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 361,790 shares; 2025Q4: 388,062 shares; 2026Q1: 398,062 shares 398,062$864K0.29%+10,000Timeline

How Q1 2026 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 0001193125-26-211746 base2026-05-07acceptance time not in the bulk data set