Permit Capital, LLC FTDR FRONTDOOR INC

Ownership history in Permit Capital, LLC  ·  8 quarters on record

AI Ownership Summary

Permit Capital, LLC reported FRONTDOOR INC (FTDR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 4.29% in 2024 Q4. The latest visible filing shows FTDR at 3.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Permit Capital, LLC's position in FRONTDOOR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTDR was reported at 3.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.29% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Permit Capital, LLC held FTDR — position size vs. price
% of Fund (quarterly)    FTDR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 197,600 0% 3.55% $10.4M 2026-05-07 $67.92
2025 Q4 ADDED 197,600 +42,000 +27.0% 3.55% $11.4M 2026-02-11 $56.28
2025 Q3 UNCHANGED 155,600 0% 3.28% $10.5M 2025-11-10 $49.88
2025 Q2 REDUCED 31.6% +13.1% 155,600 -72,000 -31.6% 2.97% $9.2M 2025-08-06 $56.92
2025 Q1 UNCHANGED 227,600 0% 3.10% $8.7M 2025-05-14 $54.07
2024 Q4 UNCHANGED 227,600 0% 4.29% $12.4M 2025-02-14 $59.46
2024 Q3 UNCHANGED 227,600 0% 3.45% $10.9M 2024-11-14 $55.56
2024 Q2 INITIATED 227,600 2.89% $7.7M 2024-08-14 $46.09

FAQ About Permit Capital, LLC and FTDR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Permit Capital, LLC reported owning FTDR?

Permit Capital, LLC reported FTDR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FTDR position in Permit Capital, LLC's portfolio?

The largest reported portfolio weight for FTDR was 4.29% in 2024 Q4.

What is the latest reported FTDR position on this page?

The most recent filing on this page is 2026 Q1, when Permit Capital, LLC reported 197,600 shares, equal to 3.55% of portfolio, with an estimated market value of $10.4M.

What does the chart on this FTDR ownership page compare?

The chart compares Permit Capital, LLC's quarterly FTDR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Permit Capital, LLC time their FTDR position?

Based on 13F filing dates vs. subsequent FTDR price moves, Permit Capital, LLC correctly timed 3 out of 3 reported position changes (100%).

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