Permit Capital, LLC
WEST CONSHOHOCKEN PA · SEC CIK 0001313978
$3.57亿2026Q2 申报市值
20持仓数
76.7%前十大占比 · 第一大 28.4%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EPAM 新建仓+$856.98万
KBR 新建仓+$690.60万
OTEX 加仓+$369.90万
GEN 加仓+$170.48万
2026Q2 卖出最多 按季末市值估算
WDC 减仓-$1,290.21万
QVC GROUP INC 清仓-$86.38万
ECHO 减仓-$43.27万
2026Q2 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 | $1.02亿 | 28.41% | 575,312 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $6,132.00万 | 17.16% | 3,500,000 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $1,970.28万 | 5.51% | 77,000 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC | $1,533.18万 | 4.29% | 197,600 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1,341.31万 | 3.75% | 21,000 | -20,200 | -49.0% | -$1,290.21万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $1,331.75万 | 3.73% | 350,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1,298.30万 | 3.63% | 125,500 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1,248.39万 | 3.49% | 569,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,226.06万 | 3.43% | 34,700 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $1,167.30万 | 3.27% | 526,996 | 166,996 | 46.4% | $369.90万 | 加仓 |
| GEN | GEN DIGITAL INC | $1,103.86万 | 3.09% | 443,494 | 68,494 | 18.3% | $170.48万 | 加仓 |
| ECHO | ECHOSTAR CORP | $1,025.15万 | 2.87% | 101,000 | -4,263 | -4.0% | -$43.27万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $962.61万 | 2.69% | 341,350 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $856.98万 | 2.40% | 108,000 | 108,000 | — | $856.98万 | 新建仓 |
| META | META PLATFORMS INC | $844.93万 | 2.36% | 15,000 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $817.45万 | 2.29% | 28,872 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $776.71万 | 2.17% | 208,850 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED | $698.22万 | 1.95% | 81,000 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $690.60万 | 1.93% | 200,000 | 200,000 | — | $690.60万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $561.34万 | 1.57% | 130,000 | 0 | 0.0% | — | 不变 |
| — | QVC GROUP INC | $0 | 0.00% | 0 | -398,062 | -100.0% | -$86.38万 | 清仓 |