PC

Permit Capital, LLC

13F
Permit Capital, LLC
Last update 2024-11-14 31 Stocks (1 new)
Value $317.00 Mil Turnover 3 %
Countries:
Top Holdings: SBAC(43.05%)PBI(6.46%)EXPE(4.41%)FTDR(3.45%)PYPL(3.20%)
Summary Stock Picks Current Portfolio
Permit Capital, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SBAC 		SBA Communications Corp
566,635
136,389.0
-6.19%
43.050
-2.69%
0.530
-11.27%
-13.84%
23,039.9
REITs
PBI 		Pitney Bowes Inc
2,869,707
20,461.0
0%
6.460
0%
1.580
+13.32%
+80.09%
1,400.9
Transportation
EXPE 		Expedia Group Inc
94,425
13,976.8
0%
4.410
0%
0.070
+34.64%
+20.43%
23,487.4
Travel & Leisure
FTDR 		Frontdoor Inc
227,600
10,922.5
0%
3.450
0%
0.300
+23.18%
+67.01%
4,468.3
Personal Services
PYPL 		PayPal Holdings Inc
130,000
10,143.9
0%
3.200
0%
0.010
+30.00%
+48.40%
91,251.1
Credit Services
MTG 		MGIC Investment Corp
391,350
10,018.6
0%
3.160
0%
0.150
-2.40%
+29.95%
6,220.1
Insurance
IDCC 		InterDigital Inc
70,589
9,997.5
0%
3.160
0%
0.280
+43.47%
+81.79%
4,925.8
Software
META 		Meta Platforms Inc
17,000
9,731.5
0%
3.070
0%
0.000
+18.48%
+75.97%
1,566,066.5
Interactive Media
OTEX 		Open Text Corp
280,000
9,318.4
New Holding
2.940
+2.94%
0.110
-7.26%
-27.36%
7,894.1
Software
MTCH 		Match Group Inc
245,000
9,270.8
0%
2.930
0%
0.090
-10.57%
-14.19%
7,896.8
Interactive Media

Permit Capital, LLC's Historical Top Holdings Breakdowns

Permit Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SBAC 		SBA Communications Corp2024-03-31Reduce
-50.20%
●
199.95 ($222.43) 254.98
$214.28
-3.66%
Reduce -94.37%
34,400
-576,185
SBAC 		SBA Communications Corp2024-06-30Add
+41.04%
●
186.12 ($197.81) 218.6
$214.28
8.33%
Add 1655.92%
604,035
569,635
GOOG 		Alphabet Inc2023-12-31Reduce
-3.76%
●
123.4 ($135.69) 142.82
$191.38
41.04%
Reduce -99.41%
59,475
-10,070,291
GOOG 		Alphabet Inc2023-09-30Add
+3.74%
●
116.87 ($130.02) 138.99
$191.38
47.19%
Add 9830.17%
10,129,766
10,027,756
META 		Meta Platforms Inc2024-06-30Reduce
-3.59%
●
430.17 ($486.09) 527.34
$620.35
27.62%
Reduce -40.56%
17,000
-11,600
GEN 		Gen Digital Inc2024-06-30New Buy
+3.05%
●
19.68 ($22.88) 25.46
$29.86
30.51%
New holding
325,000
325,000
C 		Citigroup Inc2023-03-31Sold Out
-3.00%
●
43.11 ($49.07) 52.35
$71.01
44.71%
Sold Out
0
-192,000
OTEX 		Open Text Corp2024-09-30New Buy
+2.94%
●
28.49 ($31.5) 33.64
$29.52
-6.29%
New holding
280,000
280,000
FTDR 		Frontdoor Inc2024-06-30New Buy
+2.89%
●
29.59 ($33.72) 37.54
$58.93
74.76%
New holding
227,600
227,600
MTCH 		Match Group Inc2024-06-30New Buy
+2.80%
●
29.35 ($31.59) 35.91
$31.45
-0.44%
New holding
245,000
245,000

Permit Capital, LLC Total Holding History ($B)

To

Permit Capital, LLC's Asset Allocation

To

Permit Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Permit Capital, LLC's Hypothetical Growth since 2024-09-30

Permit Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Permit Capital, LLC's Holdings Heat Map

Size field:

Permit Capital, LLC's Holdings Bubble Chart

Permit Capital, LLC News

  • 1

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