
Permit Capital, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $294M in reported equity holdings across 19 positions. The largest holdings are SBAC (33.6%), PBI (13.1%), EXPE (6.0%), SATS (4.2%), WDC (3.8%). The portfolio is concentrated in Other (87.8%), Technology (6.2%), Healthcare (3.1%). Data sourced from SEC EDGAR 13F filings (CIK 1313978).
