Loading…
CIK 0001313978 • 6 13F filings • May 14, 2025 – Aug 11, 2026
Import this data to Google Sheets with:
=jivedata("permit-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $12.3M | 3.4%Prev: 2.7% | 34,700 SH | Increased-12,300 SH |
| CVS HEALTH CORP | COM | $13.0M | 3.6%Prev: 2.8% | 125,500 SH | Increased |
| ECHOSTAR CORP | CL A | $10.3M | 2.9%Prev: 0.9% | 101,000 SH | Increased-4,263 SH |
| EPAM SYS INC | COM | $8.6M | 2.4% | 108,000 SH | New |
| EXPEDIA GROUP INC | COM NEW | $19.7M | 5.5%Prev: 4.5% | 77,000 SH | Increased-6,000 SH |
| FRONTDOOR INC | COM | $15.3M | 4.3%Prev: 3.0% | 197,600 SH | Increased+42,000 SH |
| GEN DIGITAL INC | COM | $11.0M | 3.1%Prev: 3.1% | 443,494 SH | Increased+118,494 SH |
| HP INC | COM | $12.5M | 3.5%Prev: 1.7% | 569,000 SH | Increased+350,000 SH |
| INTERDIGITAL INC | COM | $8.2M | 2.3%Prev: 3.7% | 28,872 SH | Decreased-21,717 SH |
| KBR INC | COM | $6.9M | 1.9% | 200,000 SH | New |
| MATCH GROUP INC NEW | COM | $13.3M | 3.7%Prev: 2.9% | 350,000 SH | Increased+58,000 SH |
| META PLATFORMS INC | CL A | $8.4M | 2.4%Prev: 3.6% | 15,000 SH | Decreased |
| MGIC INVT CORP WIS | COM | $9.6M | 2.7%Prev: 3.1% | 341,350 SH | Increased |
| OPEN TEXT CORP | COM | $11.7M | 3.3%Prev: 2.9% | 526,996 SH | Increased+216,996 SH |
| PAYPAL HLDGS INC | COM | $5.6M | 1.6%Prev: 3.1% | 130,000 SH | Decreased |
| PITNEY BOWES INC | COM | $61.3M | 17.2%Prev: 10.1% | 3,500,000 SH | Increased+650,000 SH |
| RANGE RES CORP | COM | $7.8M | 2.2%Prev: 2.8% | 208,850 SH | Decreased |
| SBA COMMUNICATIONS CORP | CL A | $101.5M | 28.4% | 575,312 SH | New |
| SIGNET JEWELERS LIMITED | SHS | $7.0M | 2.0% | 81,000 SH | New |
| WESTERN DIGITAL CORP | COM | $13.4M | 3.8% | 21,000 SH | New |
| 13F-HR |
| 0001193125-26-344263 |
| $357.4M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0000950123-25-007066 | $308.8M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001193125-26-211746 | $294.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005077 | $282.1M | View |