Permit Capital, LLC - Portfolio Stock Holdings

Permit Capital, LLC disclosed 21 stock positions in a recent SEC 13F filing. $357,383,613 of stock holdings were filed, with the largest holdings including SBAC, PBI, and EXPE. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.

We estimate the fund has a total AUM of $491,129,928 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.