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Latest PERMIT CAPITAL, LLC Stock Portfolio

$291Million

Equity Portfolio Value
Last Reported on: 13 Feb, 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 $291.2 Millions as of 31 Dec, 2023.

The top stock holdings of PERMIT CAPITAL, LLC are SBAC, EXPE, PBI. The fund has invested 53.2% of it's portfolio in SBA COMMUNICATIONS CORP and 4.9% of portfolio in EXPEDIA GROUP INC.

They significantly reduced their stock positions in ALPHABET INC (GOOG), BROWN FORMAN CORP and INTERDIGITAL INC (IDCC). PERMIT CAPITAL, LLC opened new stock positions in UBER TECHNOLOGIES INC (UBER). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), QURATE RETAIL INC (QRTEA) and VISA INC (V).

New Buys

Ticker$ Bought
UBER TECHNOLOGIES INC167,778
New stocks bought by PERMIT CAPITAL, LLC

Additions

Ticker% Inc.
NETFLIX INC129
QURATE RETAIL INC85.43
VISA INC18.02
JPMORGAN CHASE & CO16.67
Additions to existing portfolio by PERMIT CAPITAL, LLC

Reductions

Ticker% Reduced
ALPHABET INC-99.41
BROWN FORMAN CORP-59.13
INTERDIGITAL INC-28.4
DISH NETWORK CORPORATION-13.79
BERKSHIRE HATHAWAY INC DEL-6.89
MASTERCARD INC-4.72
PAYPAL HLDGS INC-4.35
MGIC INVT CORP WIS-3.84
PERMIT CAPITAL, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PERMIT CAPITAL, LLC

Current Stock Holdings of PERMIT CAPITAL, LLC

Last Reported on: 13 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
CVSCVS HEALTH CORP3.40125,5009,909,480UNCHANGED0.00
DISHDISH NETWORK CORPORATION0.60300,0001,731,000REDUCED-13.79
EXPEEXPEDIA GROUP INC4.9294,42514,332,800UNCHANGED0.00
GOOGALPHABET INC2.8859,4758,381,810REDUCED-99.41
HPQHP INC2.26219,0006,589,710UNCHANGED0.00
IDCCINTERDIGITAL INC2.6370,5897,661,730REDUCED-28.4
JPMJPMORGAN CHASE & CO0.152,625446,513ADDED16.67
MAMASTERCARD INC0.342,320989,503REDUCED-4.72
METAMETA PLATFORMS INC3.4828,60010,123,300UNCHANGED0.00
MTGMGIC INVT CORP WIS3.71560,35010,809,200REDUCED-3.84
NFLXNETFLIX INC0.191,145557,478ADDED129
PARAPARAMOUNT GLOBAL2.23440,0006,507,600REDUCED-3.3
PBIPITNEY BOWES INC4.923,254,71014,320,700UNCHANGED0.00
PMPHILIP MORRIS INTL INC0.206,276590,446REDUCED-3.82
PYPLPAYPAL HLDGS INC2.0999,0006,079,590REDUCED-4.35
QRTEAQURATE RETAIL INC2.297,600,0006,653,800ADDED85.43
RRCRANGE RES CORP2.86273,8508,335,990UNCHANGED0.00
SBACSBA COMMUNICATIONS CORP53.20610,585154,899,000REDUCED-0.53
SIGSIGNET JEWLERS LIMITED4.05110,00011,798,600UNCHANGED0.00
UBERUBER TECHNOLOGIES INC0.062,725167,778NEW
VVISA INC0.242,685699,039ADDED18.02
WDCWESTERN DIGITAL CORP2.63146,2507,659,110UNCHANGED0.00
BERKSHIRE HATHAWAY INC DEL0.372.001,085,250UNCHANGED0.00
BERKSHIRE HATHAWAY INC DEL0.221,825650,905REDUCED-6.89
BROWN FORMAN CORP0.062,880171,619UNCHANGED0.00
BROWN FORMAN CORP0.0023513,418REDUCED-59.13