Permit Capital

Permit Capital as of March 31, 2014

Portfolio Holdings for Permit Capital

Permit Capital holds 61 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SBA Communications Corporation 53.6 $77M 851k 90.96
Microsoft Corporation (MSFT) 4.2 $6.1M 150k 40.99
InterDigital (IDCC) 4.0 $5.8M 176k 33.11
Citigroup (C) 4.0 $5.7M 120k 47.60
Liberty Media 3.7 $5.3M 184k 28.87
GameStop (GME) 3.7 $5.3M 129k 41.10
Oracle Corporation (ORCL) 2.7 $3.8M 94k 40.91
Goldman Sachs (GS) 2.5 $3.7M 22k 163.85
Libertyinteractivecorp lbtventcoma 2.2 $3.2M 25k 130.35
Google 2.0 $2.8M 2.6k 1114.42
Equinix 1.5 $2.2M 12k 184.87
CVS Caremark Corporation (CVS) 1.4 $2.1M 28k 74.87
Berkshire Hathaway (BRK.A) 1.3 $1.9M 10.00 187400.00
Williams Companies (WMB) 1.1 $1.6M 40k 40.58
Philip Morris International (PM) 0.9 $1.4M 17k 81.85
Wells Fargo & Company (WFC) 0.9 $1.2M 25k 49.76
MasterCard Incorporated (MA) 0.8 $1.2M 16k 74.73
Anheuser-Busch InBev NV (BUD) 0.6 $887k 8.4k 105.28
Unilever 0.6 $852k 21k 41.11
Weight Watchers International 0.5 $698k 34k 20.53
New Residential Invt 0.5 $665k 103k 6.47
Brown-Forman Corporation (BF.A) 0.4 $567k 6.4k 88.94
Altria (MO) 0.3 $500k 13k 37.45
Newcastle Investment 0.3 $483k 103k 4.70
Dominion Resources (D) 0.3 $447k 6.3k 71.07
Safeway 0.3 $441k 12k 36.93
Comcast Corporation 0.3 $415k 8.5k 48.82
Martin Marietta Materials (MLM) 0.3 $420k 3.3k 128.24
Nabors Industries 0.3 $424k 17k 24.64
Dow Chemical Company 0.2 $361k 7.4k 48.59
Oneok (OKE) 0.2 $367k 6.2k 59.29
Crown Holdings (CCK) 0.2 $323k 7.2k 44.80
Raytheon Company 0.2 $322k 3.3k 98.77
Owens-Illinois 0.2 $315k 9.3k 33.83
International Paper Company (IP) 0.2 $300k 6.5k 45.94
Alcoa 0.2 $310k 24k 12.88
Republic Services (RSG) 0.2 $294k 8.6k 34.11
Weyerhaeuser Company (WY) 0.2 $280k 9.5k 29.35
Beam 0.2 $279k 3.4k 83.28
Owens Corning (OC) 0.2 $259k 6.0k 43.17
Devon Energy Corporation (DVN) 0.2 $241k 3.6k 66.94
CONSOL Energy 0.2 $238k 6.0k 40.00
Xylem (XYL) 0.2 $225k 6.2k 36.35
Allegheny Technologies Incorporated (ATI) 0.1 $213k 5.6k 37.77
Sealed Air (SEE) 0.1 $198k 6.0k 32.84
Big Lots (BIG) 0.1 $209k 5.5k 37.79
Rowan Companies 0.1 $189k 5.6k 33.69
USG Corporation 0.1 $169k 5.2k 32.82
FMC Corporation (FMC) 0.1 $176k 2.3k 76.52
Ball Corporation (BALL) 0.1 $168k 3.1k 54.90
Occidental Petroleum Corporation (OXY) 0.1 $160k 1.7k 95.24
Scripps Networks Interactive 0.1 $159k 2.1k 75.71
TJX Companies (TJX) 0.1 $146k 2.4k 60.83
Kinder Morgan (KMI) 0.1 $150k 4.6k 32.44
SPX Corporation 0.1 $131k 1.3k 98.50
Con-way 0.1 $115k 2.8k 41.07
Graham Hldgs (GHC) 0.1 $120k 170.00 705.88
New Media Inv Grp 0.1 $111k 7.4k 14.97
Avon Products 0.1 $73k 5.0k 14.63
Berkshire Hathaway (BRK.B) 0.0 $56k 450.00 124.44
One Gas (OGS) 0.0 $56k 1.5k 36.20