All Stocks Held By Permit Capital LLC

As of 12/31/2023, we find all stocks held by Permit Capital LLC to be as follows, presented in the table below with each row detailing each Permit Capital LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Permit Capital LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Permit Capital LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
SBA COMMUNICATIONS CORP	610,585	-3,240	$154,899
SBAC	610,585	-3,240	$154,899
EXPEDIA GROUP INC	94,425	UNCH	$14,333
EXPE	94,425	UNCH	$14,333
PITNEY BOWES INC	3,254,707	UNCH	$14,321
PBI	3,254,707	UNCH	$14,321
SIGNET JEWLERS LIMITED	110,000	UNCH	$11,799
SIG	110,000	UNCH	$11,799
MGIC INVT CORP WIS	560,350	-22,400	$10,809
MTG	560,350	-22,400	$10,809
META PLATFORMS INC	28,600	UNCH	$10,123
META	28,600	UNCH	$10,123
CVS HEALTH CORP	125,500	UNCH	$9,909
CVS	125,500	UNCH	$9,909
ALPHABET INC	59,475	-10,070,291	$8,382
GOOG	59,475	-10,070,291	$8,382
RANGE RES CORP	273,850	UNCH	$8,336
RRC	273,850	UNCH	$8,336
INTERDIGITAL INC	70,589	-28,000	$7,662
IDCC	70,589	-28,000	$7,662
WESTERN DIGITAL CORP	146,250	UNCH	$7,659
WDC	146,250	UNCH	$7,659
QURATE RETAIL INC	7,600,000	+3,501,415	$6,654
QRTEA	7,600,000	+3,501,415	$6,654
HP INC	219,000	UNCH	$6,590
HPQ	219,000	UNCH	$6,590
PARAMOUNT GLOBAL	440,000	-15,000	$6,508
PARA	440,000	-15,000	$6,508
PAYPAL HLDGS INC	99,000	-4,500	$6,080
PYPL	99,000	-4,500	$6,080
BERKSHIRE HATHAWAY INC DEL			$1,736
BRK.A	2	UNCH	$1,085
BRK.B	1,825	-135	$651
DISH NETWORK CORPORATION	300,000	-48,000	$1,731
DISH	300,000	-48,000	$1,731
MASTERCARD INC	2,320	-115	$990
MA	2,320	-115	$990
VISA INC	2,685	+410	$699
V	2,685	+410	$699
PHILIP MORRIS INTL INC	6,276	-249	$590
PM	6,276	-249	$590
NETFLIX INC	1,145	+645	$557
NFLX	1,145	+645	$557
JPMORGAN CHASE & CO	2,625	+375	$447
JPM	2,625	+375	$447
BROWN FORMAN CORP			$185
BF.A	2,880	UNCH	$172
BF.B	235	-340	$13
UBER TECHNOLOGIES INC	2,725	+2,725	$168
UBER	2,725	+2,725	$168

See Summary: Permit Capital LLC Top Holdings
See Details: Top 10 Stocks Held By Permit Capital LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
UBER	+2,725	+$168

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BF	-3,455	-$200

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
QRTEA	+3,501,415	+$4,168
NFLX	+645	+$368
V	+410	+$176
JPM	+375	+$121
EXPE	UNCH	+$4,601
PBI	UNCH	+$4,492
SIG	UNCH	+$3,900
META	UNCH	+$1,537
CVS	UNCH	+$1,147
RRC	UNCH	-$539

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
GOOG	-10,070,291	-$1,327,228
DISH	-48,000	-$308
IDCC	-28,000	-$249
MTG	-22,400	+$1,083
PARA	-15,000	+$638
PYPL	-4,500	+$29
SBAC	-3,240	+$32,030
BF	-340	-$15
PM	-249	-$14

Permit Capital LLC Info

Size ($ in 1000's)
At 12/31/2023: $291,167
At 09/30/2023: $1,563,102

Combined Holding Report Includes:
PERMIT CAPITAL LLC
Permit Capital GP L.P.

Permit Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Permit Capital LLC 13F filings. Link to 13F filings: SEC filings

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