Permit Capital as of March 31, 2015
Portfolio Holdings for Permit Capital
Permit Capital holds 68 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SBA Communications Corporation | 50.5 | $81M | 695k | 117.10 | |
InterDigital (IDCC) | 4.7 | $7.6M | 151k | 50.74 | |
Gamestop Corp Cl A (GME) | 4.1 | $6.6M | 175k | 37.96 | |
Citigroup Com New (C) | 3.8 | $6.2M | 120k | 51.52 | |
Liberty Interactive Corp Int Com Ser A | 3.3 | $5.4M | 184k | 29.19 | |
Goldman Sachs (GS) | 2.9 | $4.6M | 25k | 187.96 | |
Microsoft Corporation (MSFT) | 2.2 | $3.5M | 86k | 40.65 | |
Blucora | 2.1 | $3.3M | 244k | 13.66 | |
King Digital Entmt Ord Shs | 2.1 | $3.3M | 207k | 16.04 | |
Equinix Com Par $0.001 (EQIX) | 2.0 | $3.2M | 14k | 232.83 | |
Liberty Interactive Corp Lbt Vent Com A | 1.6 | $2.6M | 62k | 42.02 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.6 | $2.6M | 12.00 | 217500.00 | |
Activision Blizzard | 1.3 | $2.1M | 93k | 22.72 | |
Williams Companies (WMB) | 1.3 | $2.0M | 40k | 50.60 | |
Google Cl A | 1.1 | $1.8M | 3.3k | 548.13 | |
Mastercard Cl A (MA) | 1.0 | $1.6M | 19k | 86.39 | |
Philip Morris International (PM) | 0.9 | $1.4M | 19k | 75.33 | |
Google CL C | 0.9 | $1.4M | 2.6k | 554.86 | |
Viacom CL B | 0.8 | $1.4M | 20k | 68.30 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.7 | $1.2M | 9.9k | 121.92 | |
Wells Fargo & Company (WFC) | 0.7 | $1.2M | 22k | 54.41 | |
Liberty Tripadvisor Holdings Com Ser A (LTRPA) | 0.7 | $1.1M | 36k | 31.79 | |
Neustar Cl A | 0.7 | $1.1M | 45k | 24.62 | |
Unilever Nv Ny Shs New | 0.7 | $1.1M | 26k | 41.74 | |
Noble Corp Shs Usd | 0.6 | $1.0M | 73k | 14.28 | |
Oracle Corporation (ORCL) | 0.6 | $1.0M | 24k | 43.16 | |
Fluor Corporation (FLR) | 0.5 | $743k | 13k | 57.15 | |
Weight Watchers International | 0.5 | $730k | 104k | 6.99 | |
Brown Forman Corp Cl A (BF.A) | 0.4 | $592k | 6.5k | 90.73 | |
Altria (MO) | 0.3 | $550k | 11k | 50.00 | |
Comcast Corp Cl A Spl | 0.3 | $420k | 7.5k | 56.00 | |
Martin Marietta Materials (MLM) | 0.3 | $419k | 3.0k | 139.67 | |
Crown Holdings (CCK) | 0.2 | $384k | 7.1k | 54.01 | |
Dominion Resources (D) | 0.2 | $378k | 5.3k | 70.79 | |
Raytheon Com New | 0.2 | $351k | 3.2k | 109.35 | |
Target Corporation (TGT) | 0.2 | $337k | 4.1k | 82.00 | |
Owens Corning (OC) | 0.2 | $332k | 7.6k | 43.46 | |
International Paper Company (IP) | 0.2 | $322k | 5.8k | 55.42 | |
Oneok (OKE) | 0.2 | $321k | 6.7k | 48.27 | |
Republic Services (RSG) | 0.2 | $312k | 7.7k | 40.52 | |
Weyerhaeuser Company (WY) | 0.2 | $311k | 9.4k | 33.12 | |
Dow Chemical Company | 0.2 | $307k | 6.4k | 47.97 | |
ConAgra Foods (CAG) | 0.2 | $276k | 7.6k | 36.51 | |
Devon Energy Corporation (DVN) | 0.2 | $253k | 4.2k | 60.24 | |
SPX Corporation | 0.2 | $253k | 3.0k | 84.90 | |
Owens Ill Com New | 0.2 | $250k | 11k | 23.34 | |
Hd Supply Hldgs | 0.1 | $240k | 7.7k | 31.21 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $226k | 3.1k | 73.14 | |
U S G Corp Com New | 0.1 | $214k | 8.0k | 26.68 | |
Nabors Industries SHS | 0.1 | $205k | 15k | 13.63 | |
Alcoa | 0.1 | $199k | 15k | 12.92 | |
Sealed Air (SEE) | 0.1 | $195k | 4.3k | 45.45 | |
TJX Companies (TJX) | 0.1 | $194k | 2.8k | 70.04 | |
Ball Corporation (BALL) | 0.1 | $191k | 2.7k | 70.48 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $184k | 1.3k | 144.31 | |
Fmc Corp Com New (FMC) | 0.1 | $177k | 3.1k | 57.28 | |
Big Lots (BIGGQ) | 0.1 | $174k | 3.6k | 47.93 | |
CONSOL Energy | 0.1 | $166k | 6.0k | 27.90 | |
Visa Com Cl A (V) | 0.1 | $150k | 2.3k | 65.22 | |
Allegheny Technologies Incorporated (ATI) | 0.1 | $149k | 5.0k | 29.92 | |
Rowan Companies Shs Cl A | 0.1 | $146k | 8.2k | 17.74 | |
Con-way | 0.1 | $124k | 2.8k | 44.29 | |
Scripps Networks Interact Cl A Com | 0.1 | $120k | 1.8k | 68.57 | |
Freeport-mcmoran CL B (FCX) | 0.1 | $112k | 5.9k | 19.02 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $75k | 800.00 | 93.75 | |
Paragon Offshore SHS | 0.0 | $61k | 47k | 1.30 | |
American Express Company (AXP) | 0.0 | $51k | 650.00 | 78.46 | |
Coca-Cola Company (KO) | 0.0 | $48k | 1.2k | 40.85 |