What does Permit Capital, LLC hold?

Permit Capital, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SBAC, PBI, EXPE. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1313978.

What is Permit Capital, LLC's AUM?

Permit Capital, LLC reported approximately $294.4M in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $491.1M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Permit Capital, LLC's holdings?

All Permit Capital, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1313978. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Permit Capital, LLC's 13F data updated on 13F Pro?

Permit Capital, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Permit Capital, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1313978

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$294.4M

Holdings

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Permit Capital, LLC disclosed 19 positions worth $294.4M in its Form 13F-HR for Q1 2026, led by $SBAC (SBA COMMUNICATIONS CORP) at 33.6% of the equity portfolio, followed by $PBI and $EXPE. The portfolio is most concentrated in Technology (35.0% of disclosed assets). All figures are sourced directly from Permit Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1313978.

AI Fund Analysis

Stable

3 quarters accumulating

$PBI

2 quarters accumulating

$HPQ

2 quarters accumulating

Sector Allocation

TechnologyReal EstateConsumer DiscretionaryIndustrialsFinancialsCommunication Services

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

SBA COMMUNICATIONS CORP
$SBAC
71.3#265
Quality
$99.0M575,312 sh
PITNEY BOWES INC /DE/
$PBI
54.4#1,221
Quality
$38.7M3,500,000 sh
Expedia Group, Inc.
$EXPE
65.7#564
Quality
$17.8M77,000 sh
EchoStar CORP
$ECHO
29.5
Quality
$12.3M105,263 sh
WESTERN DIGITAL CORP
$WDC
76.8
Quality
$11.1M41,200 sh
HP INC
$HPQ
58.9
Quality
$10.9M569,000 sh
Match Group, Inc.
$MTCH
66.4
Quality
$10.7M350,000 sh
Frontdoor, Inc.
$FTDR
68.4
Quality
$10.4M197,600 sh
Alphabet Inc.
$GOOGL
80.2
Quality
$10.0M34,700 sh
RANGE RESOURCES CORP
$RRC
82.8
Quality
$9.4M208,850 sh

Company	Quality	Value	Shares
SBA COMMUNICATIONS CORP$SBAC	71.3#265	$99.0M	575,312
PITNEY BOWES INC /DE/$PBI	54.4#1,221	$38.7M	3,500,000
Expedia Group, Inc.$EXPE	65.7#564	$17.8M	77,000
EchoStar CORP$ECHO	29.5	$12.3M	105,263
WESTERN DIGITAL CORP$WDC	76.8	$11.1M	41,200
HP INC$HPQ	58.9	$10.9M	569,000
Match Group, Inc.$MTCH	66.4	$10.7M	350,000
Frontdoor, Inc.$FTDR	68.4	$10.4M	197,600
Alphabet Inc.$GOOGL	80.2	$10.0M	34,700
RANGE RESOURCES CORP$RRC	82.8	$9.4M	208,850

Unlock AI quality scores for every holding

32-signal composite ranking on each of Permit Capital, LLC's 19 positions.

Showing top 10 of 19 holdings.

Sector Allocation

Technology

$102.9M

Real Estate

$99.0M

Consumer Discretionary

$25.5M

Industrials

$21.4M

Financials

$14.8M

Communication Services

$12.3M

Energy

$9.4M

Healthcare

$9.0M

Full Holdings — Permit Capital, LLC (Q1 2026)

All 19 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SBAC	SBA COMMUNICATIONS CORP	$99.0M	33.6%	+0%	71.3
2	$PBI	PITNEY BOWES INC /DE/	$38.7M	13.1%	+8%	54.4
3	$EXPE	Expedia Group, Inc.	$17.8M	6.0%	+5%	65.7
4	$ECHO	EchoStar CORP	$12.3M	4.2%	+0%	29.5
5	$WDC	WESTERN DIGITAL CORP	$11.1M	3.8%	-49%	76.8
6	$HPQ	HP INC	$10.9M	3.7%	+112%	58.9
7	$MTCH	Match Group, Inc.	$10.7M	3.6%	+0%	66.4
8	$FTDR	Frontdoor, Inc.	$10.4M	3.5%	+0%	68.4
9	$GOOGL	Alphabet Inc.	$10.0M	3.4%	-19%	80.2
10	$RRC	RANGE RESOURCES CORP	$9.4M	3.2%	+0%	82.8
11	$CVS	CVS HEALTH Corp	$9.0M	3.1%	+0%	51.3
12	$MTG	MGIC INVESTMENT CORP	$9.0M	3.0%	+0%	67.1
13	$IDCC	InterDigital, Inc.	$8.7M	3.0%	-30%	76.2
14	$META	Meta Platforms, Inc.	$8.6M	2.9%	+0%	80.9
15	$OTEX	OPEN TEXT CORP	$8.0M	2.7%	+16%	—
16	$GEN	Gen Digital Inc.	$7.1M	2.4%	+15%	67.7
17	$SIG	SIGNET JEWELERS LTD	$6.9M	2.3%	+0%	—
18	$PYPL	PayPal Holdings, Inc.	$5.9M	2.0%	+0%	70.5
19	$QVCGA	QVC Group, Inc.	$863,795	0.3%	+3%	29.3

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Accumulation & distribution patterns

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AI-Powered Hedge Fund Analysis: Permit Capital, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Permit Capital, LLC (SEC CIK: 1313978), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Permit Capital, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.