StockDriftsStockDriftsTop 20 Permit Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SBAC | SBA COMMUNICATIONS CORP | 28.41% | 575.3K | $101.5M | +0.00%(+0) | $199.99(-8.76%) | 2026-06-30 | |
| PBI | PITNEY BOWES INC | 17.16% | 3.50M | $61.3M | +0.00%(+0) | $6.56(+158.20%) | 2026-06-30 | |
| EXPE | EXPEDIA GROUP INC | 5.51% | 77.0K | $19.7M | +0.00%(+0) | $126.79(+151.63%) | 2026-06-30 | |
| FTDR | FRONTDOOR INC | 4.29% | 197.6K | $15.3M | +0.00%(+0) | $39.41(+113.83%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 3.75% | 21.0K | $13.4M | -49.03%(-20.20K) | $45.00(+892.03%) | 2026-06-30 | |
| MTCH | MATCH GROUP INC NEW | 3.73% | 350.0K | $13.3M | +0.00%(+0) | $33.06(+11.63%) | 2026-06-30 | |
| CVS | CVS HEALTH CORP | 3.63% | 125.5K | $13.0M | +0.00%(+0) | $69.26(+38.51%) | 2026-06-30 | |
| HPQ | HP INC | 3.49% | 569.0K | $12.5M | +0.00%(+0) | $24.58(+19.40%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.43% | 34.7K | $12.3M | +0.00%(+0) | $125.79(+178.63%) | 2026-06-30 | |
| OTEX | OPEN TEXT CORP | 3.27% | 527.0K | $11.7M | +46.39%(+167.00K) | $27.91(-12.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.11% | +64.75% | +5.86% | +32.92% |
| Top 20 Holdings Unweighted | +38.59% | +166.20% | +19.47% | +143.41% |
Permit Capital LLC reports $357.38M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are SBAC (28.4%), PBI (17.2%) and EXPE (5.5%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +64.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Permit Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1313978). View Permit Capital LLC’s 13F filings on SEC