account_balance
Investment manager · 13F filer · SEC CIK 1313978
Permit Capital, LLC
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Reported value$347Mas of Sep 30, 2026
Positions21 1 new, 0 sold out
Top 10 weight73.2%SBAC alone is 27%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SBACSBA Communications Corp
26.5%
PBIPitney Bowes Inc
14.7%Trimmed −11%
EXPEExpedia Group, Inc.
4.6%Trimmed −21%
HPQHP Inc
4.5%Trimmed −12%
FTDRFrontdoor, Inc.
4.2%
EPAMEPAM Systems, Inc.
4.1%+20%
MTCHMatch Group, Inc.
4.0%
GENGen Digital Inc.
3.8%Added +34%
GOOGAlphabet Inc.
3.4%
OTEXOpen Text Corp
3.4%
METAMeta Platforms, Inc.
3.1%
ECHOEchoStar CORP
3.1%
SBACSBA Communications Corp
26.5%
PBIPitney Bowes Inc
14.7%−11%
EXPE4.6%HPQ4.5%FTDR4.2%EPAM4.1%MTCH4.0%GEN3.8%GOOG3.4%OTEX3.4%META3.1%ECHO3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SBAC SBA Communications Corp 26.5% HeldPBI Pitney Bowes Inc 14.7% Trimmed −11%EXPE Expedia Group, Inc. 4.6% Trimmed −21%HPQ HP Inc 4.5% Trimmed −12%FTDR Frontdoor, Inc. 4.2% HeldEPAM EPAM Systems, Inc. 4.1% Added +20%MTCH Match Group, Inc. 4.0% HeldGEN Gen Digital Inc. 3.8% Added +34%GOOG Alphabet Inc. 3.4% HeldOTEX Open Text Corp 3.4% HeldMETA Meta Platforms, Inc. 3.1% HeldECHO EchoStar CORP 3.1% Added +20%
What changed
Biggest moves since Jun 30, 2026
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