PC

Permit Capital, LLC

13F
Permit Capital, LLC
Last update 2024-08-14 30 Stocks (4 new)
Value $266.00 Mil Turnover 50 %
Countries:
Top Holdings: SBAC(43.52%)PBI(5.48%)EXPE(4.47%)GOOG(4.06%)META(3.22%)
Portfolio Report
Summary Stock Picks Current Portfolio
Permit Capital, LLC Top Holdings of 2024-06-30 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
604,035
115740.290
+1,655.92%
43.520
+41.04%
0.560
+3.74%
-8.73%
24553.865
REITs
PBI 		Pitney Bowes Inc
2,869,707
14578.110
-11.83%
5.480
-1.06%
1.600
+29.76%
+75.54%
1346.324
Transportation
EXPE 		Expedia Group Inc
94,425
11896.610
0%
4.470
0%
0.070
+47.05%
+8.62%
21462.686
Travel & Leisure
GOOG 		Alphabet Inc
58,881
10799.950
-1.00%
4.060
-0.06%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
META 		Meta Platforms Inc
17,000
8571.740
-40.56%
3.220
-3.59%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
WDC 		Western Digital Corp
113,050
8565.800
-22.70%
3.220
-1.45%
0.030
+17.27%
+27.61%
23103.696
Hardware
MTG 		MGIC Investment Corp
391,350
8433.590
-30.16%
3.170
-2.41%
0.150
+2.40%
+25.76%
6042.764
Insurance
IDCC 		InterDigital Inc
70,589
8227.850
0%
3.090
0%
0.280
+24.85%
+57.81%
4279.036
Software
GEN 		Gen Digital Inc
325,000
8118.500
New Holding
3.050
+3.05%
0.050
+16.41%
+27.01%
17580.328
Software
FTDR 		Frontdoor Inc
227,600
7690.600
New Holding
2.890
+2.89%
0.300
+25.50%
+55.65%
4156.690
Personal Services

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 Corp2024-06-30Add
+41.04%
●
186.12 ($197.81) 218.6
$228.36
15.44%
Add 1655.92%
604,035
569,635
META 		Meta Platforms Inc2024-06-30Reduce
-3.59%
●
430.17 ($486.09) 527.34
$572.43
17.76%
Reduce -40.56%
17,000
-11,600
GEN 		Gen Digital Inc2024-06-30New Buy
+3.05%
●
19.68 ($22.88) 25.46
$28.53
24.69%
New holding
325,000
325,000
FTDR 		Frontdoor Inc2024-06-30New Buy
+2.89%
●
29.59 ($33.72) 37.54
$54.82
62.57%
New holding
227,600
227,600
MTCH 		Match Group Inc2024-06-30New Buy
+2.80%
●
29.35 ($31.59) 35.91
$36.94
16.94%
New holding
245,000
245,000
MTG 		MGIC Investment Corp2024-06-30Reduce
-2.41%
●
19.38 ($20.75) 21.89
$23.85
14.94%
Reduce -30.16%
391,350
-169,000
SIG 		Signet Jewelers Ltd2024-06-30Reduce
-1.85%
●
86.76 ($98.8) 109.49
$91.68
-7.21%
Reduce -26.36%
81,000
-29,000
WDC 		Western Digital Corp2024-06-30Reduce
-1.45%
●
66.05 ($73.38) 80.23
$66.83
-8.93%
Reduce -22.7%
113,050
-33,200
PBI 		Pitney Bowes Inc2024-06-30Reduce
-1.06%
●
3.92 ($4.78) 5.72
$7.50
56.90%
Reduce -11.83%
2,869,707
-385,000
RRC 		Range Resources Corp2024-06-30Reduce
-0.99%
●
33.47 ($35.95) 38.85
$30.78
-14.38%
Reduce -16.43%
228,850
-45,000

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 2024-06-30

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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