Permit Capital, LLC

WEST CONSHOHOCKEN, PA · CIK 1313978 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2006 · limited liability company

Assets managed$491.1m
Staff6 · 3 in investment roles
Main clients (by assets)Private funds 100%
Private funds3 (3 hedge) · $491.1m gross assets
Websitepermitcap.com
Form ADV · 2026-03-26SEC adviser record

Kindhedge funds
Others nearbyConshohocken, PA, New York, NY

As an employer

Offices in1 country
Private fundshedge 3

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
West Conshohocken, PA (main office)United States	United States	about 1
New York, NYUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$357.4m reported value +21.4% vs Q1 2026

20positions

76.7%in top 10

2 new 2 added 2 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

PERMIT CAPITAL GP LP – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	575,312	$101.5m28.41%	28.41%	Unchanged
2	PITNEY BOWES INC COM PBI	PBI	3,500,000	$61.3m17.16%	17.16%	Unchanged
3	EXPEDIA GROUP INC COM NEW EXPE	EXPE	77,000	$19.7m5.51%	5.51%	Unchanged
4	FRONTDOOR INC COM FTDR	FTDR	197,600	$15.3m4.29%	4.29%	Unchanged
5	WESTERN DIGITAL CORP COM WDC	WDC	21,000	$13.4m3.75%	3.75%	Reduced -20.2k	-20,200 -49.0%
6	MATCH GROUP INC NEW COM MTCH	MTCH	350,000	$13.3m3.73%	3.73%	Unchanged
7	CVS HEALTH CORP COM CVS	CVS	125,500	$13.0m3.63%	3.63%	Unchanged
8	HP INC COM HPQ	HPQ	569,000	$12.5m3.49%	3.49%	Unchanged
9	ALPHABET INC CAP STK CL C GOOG	GOOG	34,700	$12.3m3.43%	3.43%	Unchanged
10	OPEN TEXT CORP COM OTEX	OTEX	526,996	$11.7m3.27%	3.27%	Added +167.0k	+166,996 46.4%
11	GEN DIGITAL INC COM GEN	GEN	443,494	$11.0m3.09%	3.09%	Added +68.5k	+68,494 18.3%
12	ECHOSTAR CORP CL A ECHO	ECHO	101,000	$10.3m2.87%	2.87%	Reduced -4.3k	-4,263 -4.0%
13	MGIC INVT CORP WIS COM MTG	MTG	341,350	$9.6m2.69%	2.69%	Unchanged
14	EPAM SYS INC COM EPAM	EPAM	108,000	$8.6m2.40%	2.40%	New
15	META PLATFORMS INC CL A META	META	15,000	$8.4m2.36%	2.36%	Unchanged
16	INTERDIGITAL INC COM IDCC	IDCC	28,872	$8.2m2.29%	2.29%	Unchanged
17	RANGE RES CORP COM RRC	RRC	208,850	$7.8m2.17%	2.17%	Unchanged
18	SIGNET JEWELERS LIMITED SHS SIG	SIG	81,000	$7.0m1.95%	1.95%	Unchanged
19	KBR INC COM KBR	KBR	200,000	$6.9m1.93%	1.93%	New
20	PAYPAL HLDGS INC COM PYPL	PYPL	130,000	$5.6m1.57%	1.57%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
QVC GROUP INC QVCGA	QVCGA	398,062	$863.8k398.1k shares