DOSSIER · 13F-HR · Q1 2026

Permit Capital, LLC

Permit's family office based in Omaha, NE $294M in tracked AUM across 19 positions as of Q1 2026.

P
Permit·Omaha, NE·Family Office
CIK 0001313978 · last filed Mar 31, 2026
Total AUM
$294M
10.9%
vs prior
Holdings
19
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
Top sector
Financials
48% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Permit Capital, LLC SEC 13F Filing
Portfolio Overview

Permit Capital, LLC manages a concentrated portfolio characterized by high conviction in a limited number of assets. As of the reporting period ending September 30, 2025, the firm’s total portfolio value decreased significantly by 26.6%, contracting from $308.75 million to $226.54 million. This reduction in assets under management (AUM) is attributable to a combination of market depreciation and active capital ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SBAC
SBA COMMUNICATIONS CORP
$99M575K33.6%
02
PBI
PITNEY BOWES INC
$39M3.5M13.1%
03
EXPE
EXPEDIA GROUP INC
$18M77K6.0%
04
SATS
ECHOSTAR CORP
$12M105K4.2%
05
WDC
WESTERN DIGITAL CORP
$11M41K3.8%
06
HPQ
HP INC
$11M569K3.7%
07
MTCH
MATCH GROUP INC NEW
$11M350K3.7%
08
FTDR
FRONTDOOR INC
$10M198K3.5%
09
GOOG
ALPHABET INC
$10M35K3.4%
10
RRC
RANGE RES CORP
$9M209K3.2%

Filing history

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