Latest PERMIT CAPITAL, LLC Stock Portfolio
$156Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About PERMIT CAPITAL, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, PERMIT CAPITAL, LLC reported an equity portfolio of $156.8 Millions as of 31 Mar, 2024.
The top stock holdings of PERMIT CAPITAL, LLC are PBI, META, EXPE. The fund has invested 9% of it's portfolio in PITNEY BOWES INC and 8.9% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off DISH NETWORK CORPORATION (DISH) stocks. They significantly reduced their stock positions in SBA COMMUNICATIONS CORP NEW (SBAC). PERMIT CAPITAL, LLC opened new stock positions in ECHOSTAR CORP (SATS). The fund showed a lot of confidence in some stocks as they added substantially to PAYPAL HLDGS INC (PYPL) and PARAMOUNT GLOBAL (PARA).
The top stock holdings of PERMIT CAPITAL, LLC are PBI, META, EXPE. The fund has invested 9% of it's portfolio in PITNEY BOWES INC and 8.9% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off DISH NETWORK CORPORATION (DISH) stocks. They significantly reduced their stock positions in SBA COMMUNICATIONS CORP NEW (SBAC). PERMIT CAPITAL, LLC opened new stock positions in ECHOSTAR CORP (SATS). The fund showed a lot of confidence in some stocks as they added substantially to PAYPAL HLDGS INC (PYPL) and PARAMOUNT GLOBAL (PARA).
New Buys
| Ticker | $ Bought |
|---|---|
| ECHOSTAR CORP | 1,500,000 |
New stocks bought by PERMIT CAPITAL, LLC
Additions
| Ticker | % Inc. |
|---|---|
| PAYPAL HLDGS INC | 31.31 |
| PARAMOUNT GLOBAL | 26.82 |
Additions to existing portfolio by PERMIT CAPITAL, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| SBA COMMUNICATIONS CORP NEW | -94.37 |
PERMIT CAPITAL, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| DISH NETWORK CORPORATION | -1,731,000 |
PERMIT CAPITAL, LLC got rid off the above stocks
Current Stock Holdings of PERMIT CAPITAL, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | 6.38 | 125,500 | 10,009,900 | UNCHANGED | 0.00 | |
| DISH | DISH NETWORK CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EXPE | EXPEDIA GROUP INC | 8.30 | 94,425 | 13,007,000 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 5.78 | 59,475 | 9,055,660 | UNCHANGED | 0.00 | |
| HPQ | HP INC | 4.22 | 219,000 | 6,618,180 | UNCHANGED | 0.00 | |
| IDCC | INTERDIGITAL INC | 4.79 | 70,589 | 7,514,900 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 0.34 | 2,625 | 525,788 | UNCHANGED | 0.00 | |
| MA | MASTERCARD INC | 0.71 | 2,320 | 1,117,240 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 8.86 | 28,600 | 13,887,600 | UNCHANGED | 0.00 | |
| MTG | MGIC INVT CORP WIS | 7.99 | 560,350 | 12,529,400 | UNCHANGED | 0.00 | |
| NFLX | NETFLIX INC | 0.44 | 1,145 | 695,393 | UNCHANGED | 0.00 | |
| PARA | PARAMOUNT GLOBAL | 4.19 | 558,000 | 6,567,660 | ADDED | 26.82 | |
| PBI | PITNEY BOWES INC | 8.99 | 3,254,710 | 14,092,900 | UNCHANGED | 0.00 | |
| PM | PHILIP MORRIS INTL INC | 0.37 | 6,276 | 575,007 | UNCHANGED | 0.00 | |
| PYPL | PAYPAL HLDGS INC | 5.56 | 130,000 | 8,708,700 | ADDED | 31.31 | |
| QRTEA | QURATE RETAIL INC | 5.96 | 7,600,000 | 9,348,000 | UNCHANGED | 0.00 | |
| RRC | RANGE RES CORP | 6.01 | 273,850 | 9,428,660 | UNCHANGED | 0.00 | |
| SATS | ECHOSTAR CORP | 0.96 | 105,263 | 1,500,000 | NEW | ||
| SBAC | SBA COMMUNICATIONS CORP NEW | 4.76 | 34,400 | 7,454,480 | REDUCED | -94.37 | |
| SIG | SIGNET JEWELERS LTD | 7.02 | 110,000 | 11,007,700 | UNCHANGED | 0.00 | |
| UBER | UBER TECHNOLOGIES INC | 0.13 | 2,725 | 209,798 | UNCHANGED | 0.00 | |
| V | VISA INC CL A | 0.48 | 2,685 | 749,330 | UNCHANGED | 0.00 | |
| WDC | WESTERN DIGITAL CORP. | 6.36 | 146,250 | 9,980,100 | UNCHANGED | 0.00 | |
| BERKSHIRE HATHAWAY INC DEL | 0.81 | 2.00 | 1,268,880 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.49 | 1,825 | 767,449 | UNCHANGED | 0.00 | ||
| BROWN FORMAN CORP | 0.10 | 2,880 | 152,496 | UNCHANGED | 0.00 | ||
| BROWN FORMAN CORP | 0.01 | 235 | 12,131 | UNCHANGED | 0.00 |