Permit Capital, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ECHOSTAR CORP | 0 | 105,263 | +105,263 | 0 | 11,442,088 | +11,442,088 |
| EXPEDIA GROUP INC | 0 | 73,000 | +73,000 | 0 | 20,681,630 | +20,681,630 |
| ALPHABET INC | 0 | 43,000 | +43,000 | 0 | 13,493,400 | +13,493,400 |
| PITNEY BOWES INC | 0 | 3,250,000 | +3,250,000 | 0 | 34,352,500 | +34,352,500 |
| WESTERN DIGITAL CORP | 0 | 80,000 | +80,000 | 0 | 13,781,600 | +13,781,600 |
| MATCH GROUP INC NEW | 0 | 350,000 | +350,000 | 0 | 11,301,500 | +11,301,500 |
| FRONTDOOR INC | 0 | 197,600 | +197,600 | 0 | 11,399,544 | +11,399,544 |
| CVS HEALTH CORP | 0 | 125,500 | +125,500 | 0 | 9,959,680 | +9,959,680 |
| MGIC INVT CORP WIS | 0 | 341,350 | +341,350 | 0 | 9,974,247 | +9,974,247 |
| HP INC | 0 | 269,000 | +269,000 | 0 | 5,993,320 | +5,993,320 |
| GEN DIGITAL INC | 0 | 325,000 | +325,000 | 0 | 8,836,750 | +8,836,750 |
| SBA COMMUNICATIONS CORP NEW | 0 | 575,312 | +575,312 | 0 | 111,282,600 | +111,282,600 |
| RANGE RES CORP | 0 | 208,850 | +208,850 | 0 | 7,364,051 | +7,364,051 |
| QVC GROUP INC | 0 | 388,062 | +388,062 | 0 | 4,059,129 | +4,059,129 |
| SIGNET JEWELERS LIMITED | 0 | 81,000 | +81,000 | 0 | 6,713,280 | +6,713,280 |
| META PLATFORMS INC | 0 | 15,000 | +15,000 | 0 | 9,901,350 | +9,901,350 |
| PAYPAL HLDGS INC | 0 | 130,000 | +130,000 | 0 | 7,589,400 | +7,589,400 |
| INTERDIGITAL INC | 0 | 41,472 | +41,472 | 0 | 13,203,855 | +13,203,855 |
| OPEN TEXT CORP | 0 | 310,000 | +310,000 | 0 | 10,099,800 | +10,099,800 |
| SANDISK CORP | 0 | 0 | 0 | 0 | 0 | 0 |