Permit Capital, LLC
WEST CONSHOHOCKEN PA · SEC CIK 0001313978
$2.94亿2026Q1 申报市值
19持仓数
78.3%前十大占比 · 第一大 33.6%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HPQ 加仓+$576.30万
PBI 加仓+$276.25万
OTEX 加仓+$111.20万
GEN 加仓+$94.15万
EXPE 加仓+$92.36万
2026Q1 卖出最多 按季末市值估算
WDC 减仓-$1,049.50万
IDCC 减仓-$380.52万
GOOG 减仓-$238.09万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SBAC | SBA COMMUNICATIONS CORP | $9,901.69万 | 33.63% | 575,312 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $3,867.50万 | 13.14% | 3,500,000 | 250,000 | 7.7% | $276.25万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,777.85万 | 6.04% | 77,000 | 4,000 | 5.5% | $92.36万 | 加仓 |
| ECHO | ECHOSTAR CORP | $1,232.31万 | 4.19% | 105,263 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1,114.42万 | 3.79% | 41,200 | -38,800 | -48.5% | -$1,049.50万 | 减仓 |
| HPQ | HP INC | $1,093.05万 | 3.71% | 569,000 | 300,000 | 111.5% | $576.30万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $1,074.85万 | 3.65% | 350,000 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC | $1,044.51万 | 3.55% | 197,600 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $995.40万 | 3.38% | 34,700 | -8,300 | -19.3% | -$238.09万 | 减仓 |
| RRC | RANGE RES CORP | $943.58万 | 3.21% | 208,850 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $901.34万 | 3.06% | 125,500 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $896.04万 | 3.04% | 341,350 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $871.93万 | 2.96% | 28,872 | -12,600 | -30.4% | -$380.52万 | 减仓 |
| META | META PLATFORMS INC | $858.20万 | 2.92% | 15,000 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $800.64万 | 2.72% | 360,000 | 50,000 | 16.1% | $111.20万 | 加仓 |
| GEN | GEN DIGITAL INC | $706.12万 | 2.40% | 375,000 | 50,000 | 15.4% | $94.15万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $685.58万 | 2.33% | 81,000 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $587.99万 | 2.00% | 130,000 | 0 | 0.0% | — | 不变 |
| — | QVC GROUP INC | $86.38万 | 0.29% | 398,062 | 10,000 | 2.6% | $2.17万 | 加仓 |