Permit Capital, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $357M in reported equity holdings across 20 positions. The largest holdings are SBAC (28.4%), PBI (17.2%), EXPE (5.5%), FTDR (4.3%), WDC (3.8%). The portfolio is concentrated in Other (87.2%), Technology (6.8%), Healthcare (3.6%). Data sourced from SEC EDGAR 13F filings (CIK 1313978).

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