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Permit Capital, LLC

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13F filer, CIK 1313978, WEST CONSHOHOCKEN, PA

Permit Capital, LLC reported $357,383,614 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-11. Its ten largest share positions make up 76.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-344263

Period
2026-06-30
Reported value
$357M
Holdings
20
Top 10 weight
76.67%
New
2
Sold out
1

Part of the filer group Permit Capital, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EPAMnew+108,000$8.57M
KBRnew+200,000$6.91M
OTEXadded+166,996$3.7M
GENadded+68,494$1.7M

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-20,200-$12.9M
QVCAQexited-398,062-$864K
ECHOreduced-4,263-$433K

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, Q2 2026

Share positions as resolved from 13F-HR 0001193125-26-344263, largest first. % of portfolio is the value over $357,383,614, 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; 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; 2026Q2: 575,312 shares 575,312$102M28.41%0Timeline
PBIPITNEY BOWES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,500,000 shares 3,500,000$61.3M17.16%0Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 77,000 shares 77,000$19.7M5.51%0Timeline
FTDRFRONTDOOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 197,600 shares 197,600$15.3M4.29%0Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,000 shares 21,000$13.4M3.75%-20,200Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 350,000 shares 350,000$13.3M3.73%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 125,500 shares 125,500$13M3.63%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 569,000 shares 569,000$12.5M3.49%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,700 shares 34,700$12.3M3.43%0Timeline
OTEXOPEN TEXT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 526,996 shares 526,996$11.7M3.27%+166,996Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 443,494 shares 443,494$11M3.09%+68,494Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 101,000 shares 101,000$10.3M2.87%-4,263Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 341,350 shares 341,350$9.63M2.69%0Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,000 shares 108,000$8.57M2.4%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,000 shares 15,000$8.45M2.36%0Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,872 shares 28,872$8.17M2.29%0Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 208,850 shares 208,850$7.77M2.17%0Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 81,000 shares 81,000$6.98M1.95%0Timeline
KBRKBR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000$6.91M1.93%newTimeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 130,000 shares 130,000$5.61M1.57%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
QVCAQQVC GROUP INC398,062$864Kshares

How Q2 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 0001193125-26-344263 base2026-08-11acceptance time not in the bulk data set