Permit Capital
Permit Capital reported 20 stocks worth $357M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are SBAC (28.4%), PBI (17.2%) and EXPE (5.5%). Compared with Q1 2026, the fund opened new positions in EPAM and KBR, added to OTEX and GEN and trimmed WDC and ECHO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SBAC Sba Communications Corp New | $102M | 28.4% | 575K | No change | 8 of 8 | |
| 2 |  PBI Pitney Bowes Inc | $61.3M | 17.2% | 3.5M | No change | 8 of 8 | |
| 3 |  EXPE Expedia Group Inc | $19.7M | 5.5% | 77K | No change | 8 of 8 | |
| 4 |  FTDR Frontdoor Inc | $15.3M | 4.3% | 198K | No change | 8 of 8 | |
| 5 |  WDC Western Digital Corp | $13.4M | 3.8% | 21K | −20K (−49%) | 8 of 8 | |
| 6 |  MTCH Match Group Inc New | $13.3M | 3.7% | 350K | No change | 8 of 8 | |
| 7 |  CVS Cvs Health Corp | $13M | 3.6% | 126K | No change | 8 of 8 | |
| 8 |  HPQ HP Inc | $12.5M | 3.5% | 569K | No change | 8 of 8 | |
| 9 |  GOOG Alphabet Inc | $12.3M | 3.4% | 35K | No change | 8 of 8 | |
| 10 |  OTEX Open Text Corp | $11.7M | 3.3% | 527K | +167K (+46%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
QVC GROUP INC COM SER A NEW | $864K | 398K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Permit Capital 13F FAQ
What does Permit Capital own?
Permit Capital reported 20 stocks worth $357M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are SBAC (28.4%), PBI (17.2%) and EXPE (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Permit Capital buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 2 added to, 2 trimmed and 1 sold out. New positions include EPAM and KBR.
When will Permit Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Permit Capital's portfolio worth?
The Q2 2026 filing reports $357M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.