Permit Capital, LLC Portfolio Holdings by Sector

Permit Capital, LLC

$279 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Specialty \| Real Estate SBAC 1 stocks	$127,148 45.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META MTCH GOOG 3 stocks	$24,784 8.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials PBI 1 stocks	$21,720 7.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services IDCC 1 stocks	$14,594 5.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$12,271 4.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ WDC 2 stocks	$10,634 3.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services MTG 1 stocks	$9,697 3.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy RRC 1 stocks	$9,137 3.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical FTDR 1 stocks	$8,744 3.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$8,502 3.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$8,482 3.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology OTEX 1 stocks	$7,072 2.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NLOK 1 stocks	$6,984 2.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical SIG 1 stocks	$4,702 1.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$2,692 0.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical QRTEA 1 stocks	$1,425 0.51% of portfolio	-	-	-	-	0 Calls 0 Puts

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