Permit Capital

Permit Capital as of Sept. 30, 2011

Portfolio Holdings for Permit Capital

Permit Capital holds 38 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SBA Communications Corporation 59.4 $73M 2.1M 34.48
Liberty Media 3.6 $4.4M 300k 14.76
Vodafone 3.2 $4.0M 154k 25.66
Dell 3.1 $3.7M 265k 14.14
General Electric Company 2.8 $3.5M 228k 15.22
Johnson & Johnson (JNJ) 2.6 $3.2M 50k 63.69
Goldman Sachs (GS) 2.0 $2.4M 26k 94.53
Philip Morris International (PM) 1.7 $2.1M 34k 62.38
Iron Mountain Incorporated 1.7 $2.1M 67k 31.62
Citigroup (C) 1.5 $1.9M 73k 25.61
McKesson Corporation (MCK) 1.5 $1.8M 25k 72.69
Berkshire Hathaway (BRK.A) 1.3 $1.6M 15.00 106800.00
Noble Corporation Com Stk 1.1 $1.4M 47k 29.34
Sears Holdings Corporation 1.1 $1.3M 23k 57.54
International Business Machines (IBM) 1.1 $1.3M 7.3k 174.93
Sprint Nextel Corporation 1.0 $1.2M 391k 3.04
GameStop (GME) 0.9 $1.2M 50k 23.09
MasterCard Incorporated (MA) 0.9 $1.1M 3.5k 317.14
Microsoft Corporation (MSFT) 0.9 $1.1M 43k 24.88
Harris Corporation 0.9 $1.1M 31k 34.16
Via 0.8 $930k 24k 38.75
MasterCard Incorporated (MA) 0.7 $873k 2.8k 316.99
Altria (MO) 0.7 $836k 31k 26.79
Unilever Nv ny 0.7 $801k 26k 31.47
Wells Fargo & Company (WFC) 0.6 $746k 31k 24.12
Google 0.5 $618k 1.2k 515.00
Anheuser-Busch InBev NV (BUD) 0.5 $612k 12k 52.99
Philip Morris International (PM) 0.5 $593k 9.5k 62.42
Brown-Forman Corporation (BF.A) 0.5 $544k 8.0k 68.00
Comcast Corporation 0.4 $474k 23k 20.70
Newcastle Investment 0.4 $454k 112k 4.07
Flowserve Corporation (FLS) 0.4 $444k 6.0k 74.00
Martin Marietta Materials (MLM) 0.3 $379k 6.0k 63.17
Williams Partners 0.2 $271k 5.0k 54.20
iPass 0.2 $238k 194k 1.23
Scripps Networks Interactive 0.2 $218k 5.9k 37.11
Washington Post Company 0.1 $163k 500.00 326.00
Berkshire Hathaway (BRK.B) 0.1 $94k 1.3k 70.94