Permit Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC Permit Capital, LLC | Institutional Filer | ▼ 8.41% | $294.4M | 19 |
Current Portfolio Holdings
Showing all 19 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SBAC | SBA Communications Corporation | Real Estate | 575K | $99.0M | 33.63% |
| 2 | PBI | Pitney Bowes Inc. | Industrials | 3.5M | $38.7M | 13.14% |
| 3 | EXPE | Expedia Group, Inc. | Consumer Cyclical | 77K | $17.8M | 6.04% |
| 4 | SATS | EchoStar Corporation | Technology | 105K | $12.3M | 4.19% |
| 5 | WDC | Western Digital Corporation | Technology | 41K | $11.1M | 3.79% |
| 6 | HPQ | HP Inc. | Technology | 569K | $10.9M | 3.71% |
| 7 | MTCH | Match Group, Inc. | Technology | 350K | $10.7M | 3.65% |
| 8 | FTDR | Frontdoor, Inc. | Consumer Cyclical | 198K | $10.4M | 3.55% |
| 9 | GOOG | Alphabet Inc. | Technology | 35K | $10.0M | 3.38% |
| 10 | RRC | Range Resources Corporation | Energy | 209K | $9.4M | 3.21% |
| 11 | CVS | CVS Health Corporation | Healthcare | 126K | $9.0M | 3.06% |
| 12 | MTG | MGIC Investment Corporation | Financial Services | 341K | $9.0M | 3.04% |
| 13 | IDCC | InterDigital, Inc. | Technology | 29K | $8.7M | 2.96% |
| 14 | META | Meta Platforms, Inc. | Technology | 15K | $8.6M | 2.92% |
| 15 | OTEX | Open Text Corporation | Technology | 360K | $8.0M | 2.72% |
Showing 1 to 15 of 19 holdings