
Permit Capital, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $321M in reported equity holdings across 19 positions. The largest holdings are SBAC (34.6%), PBI (10.7%), EXPE (6.4%), WDC (4.3%), GOOGL (4.2%). The portfolio is concentrated in Other (86.8%), Technology (7.0%), Healthcare (3.1%). Data sourced from SEC EDGAR 13F filings (CIK 1313978).
