Permit Capital

Permit Capital as of June 30, 2013

Portfolio Holdings for Permit Capital

Permit Capital holds 62 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SBA Communications Corporation 53.3 $71M 955k 74.12
Microsoft Corporation (MSFT) 4.0 $5.4M 155k 34.54
Citigroup (C) 3.6 $4.8M 99k 47.97
Liberty Media 3.2 $4.2M 184k 23.01
McKesson Corporation (MCK) 2.8 $3.8M 33k 114.51
Google 2.8 $3.7M 4.2k 880.39
InterDigital (IDCC) 2.6 $3.5M 79k 44.65
GameStop (GME) 2.5 $3.3M 78k 42.03
Dell 2.2 $3.0M 223k 13.32
Goldman Sachs (GS) 2.2 $2.9M 19k 151.25
Libertyinteractivecorp lbtventcoma 2.0 $2.7M 32k 85.00
Oracle Corporation (ORCL) 1.9 $2.6M 83k 30.71
Noble Corporation Com Stk 1.7 $2.3M 61k 37.57
Berkshire Hathaway (BRK.A) 1.4 $1.9M 11.00 168636.36
Johnson & Johnson (JNJ) 1.3 $1.7M 20k 85.85
Williams Companies (WMB) 1.1 $1.5M 45k 32.48
Philip Morris International (PM) 1.1 $1.4M 16k 86.64
Vodafone 1.0 $1.3M 44k 28.73
Wells Fargo & Company (WFC) 0.8 $1.0M 25k 41.28
MasterCard Incorporated (MA) 0.7 $961k 1.7k 574.76
Anheuser-Busch InBev NV (BUD) 0.6 $751k 8.3k 90.21
Unilever 0.5 $718k 18k 39.29
New Residential Invt 0.5 $692k 103k 6.74
Altria (MO) 0.4 $568k 16k 35.01
Newcastle Investment 0.4 $537k 103k 5.23
Brown-Forman Corporation (BF.A) 0.3 $431k 6.4k 67.61
Comcast Corporation 0.2 $337k 8.5k 39.65
Dominion Resources (D) 0.2 $327k 5.8k 56.87
Martin Marietta Materials (MLM) 0.2 $322k 3.3k 98.32
Safeway 0.2 $316k 13k 23.65
Republic Services (RSG) 0.2 $293k 8.6k 33.99
Raytheon Company 0.2 $284k 4.3k 66.05
Crown Holdings (CCK) 0.2 $260k 6.3k 41.14
Owens-Illinois 0.2 $270k 9.7k 27.81
International Paper Company (IP) 0.2 $246k 5.6k 44.24
Dow Chemical Company 0.2 $234k 7.3k 32.14
Nabors Industries 0.2 $237k 16k 15.32
Oneok (OKE) 0.2 $211k 5.1k 41.29
Beam 0.2 $211k 3.4k 62.99
Scripps Networks Interactive 0.1 $200k 3.0k 66.67
Ball Corporation (BALL) 0.1 $204k 4.9k 41.63
Devon Energy Corporation (DVN) 0.1 $187k 3.6k 51.94
Sealed Air (SEE) 0.1 $192k 8.0k 23.91
Xylem (XYL) 0.1 $187k 7.0k 26.91
Rowan Companies 0.1 $191k 5.6k 34.05
Big Lots (BIG) 0.1 $174k 5.5k 31.46
Waste Management (WM) 0.1 $149k 3.7k 40.27
Kinder Morgan (KMI) 0.1 $149k 3.9k 38.26
Fortune Brands (FBIN) 0.1 $145k 3.7k 38.77
Masco Corporation (MAS) 0.1 $135k 6.9k 19.54
CONSOL Energy 0.1 $127k 4.7k 27.02
Owens Corning (OC) 0.1 $114k 2.9k 39.18
Weyerhaeuser Company (WY) 0.1 $114k 4.0k 28.50
TJX Companies (TJX) 0.1 $120k 2.4k 50.00
Con-way 0.1 $109k 2.8k 38.93
Washington Post Company 0.1 $110k 228.00 482.46
Berkshire Hathaway (BRK.B) 0.1 $84k 750.00 112.00
Avon Products 0.1 $79k 3.7k 21.12
USG Corporation 0.1 $81k 3.5k 23.14
FMC Corporation (FMC) 0.1 $79k 1.3k 60.77
Allegheny Technologies Incorporated (ATI) 0.1 $63k 2.4k 26.25
Packaging Corporation of America (PKG) 0.0 $31k 630.00 49.21