StockDriftsStockDriftsTop 19 Permit Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SBAC | SBA COMMUNICATIONS CORP | 33.63% | 575.3K | $99.0M | +0.00%(+0) | $199.99(-7.71%) | 2026-03-31 | |
| PBI | PITNEY BOWES INC | 13.14% | 3.50M | $38.7M | +7.69%(+250.00K) | $6.56(+156.22%) | 2026-03-31 | |
| EXPE | EXPEDIA GROUP INC | 6.04% | 77.0K | $17.8M | +5.48%(+4.00K) | $126.79(+111.92%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 4.19% | 105.3K | $12.3M | +0.00%(+0) | $15.41(+558.60%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 3.79% | 41.2K | $11.1M | -48.50%(-38.80K) | $45.00(+1097.70%) | 2026-03-31 | |
| HPQ | HP INC | 3.71% | 569.0K | $10.9M | +111.52%(+300.00K) | $24.58(-10.80%) | 2026-03-31 | |
| MTCH | MATCH GROUP INC NEW | 3.65% | 350.0K | $10.7M | +0.00%(+0) | $33.06(+14.63%) | 2026-03-31 | |
| FTDR | FRONTDOOR INC | 3.55% | 197.6K | $10.4M | +0.00%(+0) | $39.41(+99.17%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.38% | 34.7K | $10.0M | -19.30%(-8.30K) | $125.79(+183.16%) | 2026-03-31 | |
| RRC | RANGE RES CORP | 3.21% | 208.8K | $9.4M | +0.00%(+0) | $20.18(+87.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.92% | +32.82% |
| Top 20 Holdings Unweighted | +33.37% | +137.23% |
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