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The Analysis of Permit Capital, LLC's Holdings & P&L

Currently, Permit Capital, LLC holds 20 types of securities in its portfolio with a total value $321.4M. In the most recent quarter, they have increased their positions in PBI (+400.0K shares, valued at $4.2M), FTDR (+42.0K shares, valued at $2.4M), N/A (+58.0K shares, valued at $1.9M); decreased their positions in WDC (-20.0K shares, valued at $3.4M), EXPE (-10.0K shares, valued at $2.8M), N/A (-4.0K shares, valued at $1.3M); initiated new positions in QVCGA (+N/A shares, valued at $N/A).

1M P&L

+39.4M+13.77%

3M P&L

+50.0M+18.13%

HY P&L

+51.5M+18.79%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1REIT - Specialty111.3M

40.1%

2Integrated Freight & Logistics34.4M

12.4%

3Software - Application23.3M

8.4%

Top Industries by Stock Count

1Software - Application2 stocks

14.3%

2REIT - Specialty1 stocks

7.1%

3Integrated Freight & Logistics1 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SBAC SBA COMMUNICATIONS CORP NEW575.3K shares-0.45%2025-12-312026-02-11

PBI PITNEY BOWES INC3.3M shares14.04%2025-12-312026-02-11

EXPE EXPEDIA GROUP INC73.0K shares-12.05%2025-12-312026-02-11

WDC WESTERN DIGITAL CORP80.0K shares-20.00%2025-12-312026-02-11

ALPHABET INC ALPHABET INC43.0K shares-8.51%2025-12-312026-02-11

IDCC INTERDIGITAL INC41.5K shares-0.48%2025-12-312026-02-11

SATS ECHOSTAR CORP105.3K shares0.00%2025-12-312026-02-11

FTDR FRONTDOOR INC197.6K shares26.99%2025-12-312026-02-11

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MATCH GROUP INC NEW MATCH GROUP INC NEW350.0K shares19.86%2025-12-312026-02-11

OTEX OPEN TEXT CORP310.0K shares0.00%2025-12-312026-02-11

MTG MGIC INVT CORP WIS341.4K shares0.00%2025-12-312026-02-11

CVS CVS HEALTH CORP125.5K shares0.00%2025-12-312026-02-11

META META PLATFORMS INC15.0K shares0.00%2025-12-312026-02-11

GEN DIGITAL INC GEN DIGITAL INC325.0K shares0.00%2025-12-312026-02-11

PYPL PAYPAL HLDGS INC130.0K shares0.00%2025-12-312026-02-11

RRC RANGE RES CORP208.8K shares0.00%2025-12-312026-02-11

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SIG SIGNET JEWELERS LIMITED81.0K shares0.00%2025-12-312026-02-11

HP INC HP INC269.0K shares22.83%2025-12-312026-02-11

QVC GROUP INC QVC GROUP INC388.1K shares7.26%2025-12-312026-02-11

QVCGA N/A sharesnew addition2026-04-172026-04-30

SBAC

SBA COMMUNICATIONS CORP NEW

-0.45%

Shares575.3K

Event2025-12-31

Filed2026-02-11

PBI

PITNEY BOWES INC

14.04%

Shares3.3M

Event2025-12-31

Filed2026-02-11

EXPE

EXPEDIA GROUP INC

-12.05%

Shares73.0K

Event2025-12-31

Filed2026-02-11

WDC

WESTERN DIGITAL CORP

-20.00%

Shares80.0K

Event2025-12-31

Filed2026-02-11

ALPHABET INC

-8.51%

Shares43.0K

Event2025-12-31

Filed2026-02-11

IDCC

INTERDIGITAL INC

-0.48%

Shares41.5K

Event2025-12-31

Filed2026-02-11

SATS

ECHOSTAR CORP

0.00%

Shares105.3K

Event2025-12-31

Filed2026-02-11

FTDR

FRONTDOOR INC

26.99%

Shares197.6K

Event2025-12-31

Filed2026-02-11

MATCH GROUP INC NEW

19.86%

Shares350.0K

Event2025-12-31

Filed2026-02-11

OTEX

OPEN TEXT CORP

0.00%

Shares310.0K

Event2025-12-31

Filed2026-02-11

MTG

MGIC INVT CORP WIS

0.00%

Shares341.4K

Event2025-12-31

Filed2026-02-11

CVS

CVS HEALTH CORP

0.00%

Shares125.5K

Event2025-12-31

Filed2026-02-11