Permit Capital, LLC Portfolio Holdings

Permit Capital, LLC

  • $304 Million
  • Q2 2025

Permit Capital, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $304 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sba Communications Corp with a value of $136M, Pitney Bowes Inc with a value of $31.1M, Expedia Group, Inc. with a value of $14M, Inter Digital, Inc. with a value of $11.3M, and Meta Platforms, Inc. with a value of $11.1M.

Examining the 13F form we can see an increase of $25.5M in the current position value, from $279M to 304M.

Permit Capital, LLC is based out at West Conshohocken, PA

Below you can find more details about Permit Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $304 Million
Real Estate: $136 Million
Communication Services: $39.8 Million
Technology: $31.5 Million
Industrials: $31.1 Million
Consumer Cyclical: $29.6 Million
Financial Services: $19.2 Million
Healthcare: $8.66 Million
Energy: $8.49 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.5B
$136 Million 44.64% of portfolio
577,922
Q1 2025 Reduced 3.08%
$30.9B
$14 Million 4.6% of portfolio
83,000
Q2 2025 Added 13.7%
$78.6B
$9.66 Million 3.18% of portfolio
130,000
Q1 2024 Added 31.31%
$10.3B
$9.02 Million 2.97% of portfolio
292,000
Q2 2025 Added 19.18%
$86B
$8.66 Million 2.85% of portfolio
125,500
Q4 2022 Reduced 5.28%
$24.1B
$7.23 Million 2.38% of portfolio
113,050
Q2 2024 Reduced 22.7%
$14.3B
$6.98 Million 2.3% of portfolio
325,000
Q2 2024 New
$27.5B
$5.36 Million 1.76% of portfolio
219,000
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $304 Million
  • Prior Value $279 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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