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Permit Capital, LLC 13F Filings, Portfolio & Analysis

CIK: 0001313978
West Conshohocken One Tower Bridge, 100 Front St., Ste 900
Zip Code: 19428
Latest Portfolio Value
$294.39 M
-8.41%
Total Holdings
19
0
Latest Report Date
Q1 2026
Top 10 Concentration
78.28%

Permit Capital, LLC — Portfolio Overview & Company Profile

Permit Capital, LLC (CIK: 0001313978) is a financial institution headquartered at One Tower Bridge, 100 Front St., Ste 900, , West Conshohocken, Pennsylvania 19428. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $294.39 M, comprising 19 distinct securities. Over its filing history, it has submitted 55 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 78.3%. Quarterly turnover: 3.7%. ▲ 0 new, +6 added, −3 reduced, ×0 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-8.41%
$294.39 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
575,312 $99.02 M 33.63%
3.5 M $38.68 M 13.14% ▲ 250,000 Add 7.7%
77,000 $17.78 M 6.04% ▲ 4,000 Add 5.5%
105,263 $12.32 M 4.19%
41,200 $11.14 M 3.79% ▼ 38,800 Reduce -48.5%
569,000 $10.93 M 3.71% ▲ 300,000 Add 111.5%
350,000 $10.75 M 3.65%
197,600 $10.45 M 3.55%
34,700 $9.95 M 3.38% ▼ 8,300 Reduce -19.3%
208,850 $9.44 M 3.21%

Historical Portfolio Charts