Permit Capital as of June 30, 2015
Portfolio Holdings for Permit Capital
Permit Capital holds 69 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SBA Communications Corporation | 49.2 | $80M | 695k | 114.97 | |
InterDigital (IDCC) | 4.8 | $7.7M | 136k | 56.89 | |
Gamestop Corp Cl A (GME) | 4.4 | $7.1M | 165k | 42.96 | |
Citigroup Com New (C) | 4.1 | $6.6M | 120k | 55.24 | |
Goldman Sachs (GS) | 3.2 | $5.1M | 25k | 208.79 | |
Liberty Interactive Corp Qvc Gp Com Ser A | 3.1 | $5.1M | 184k | 27.75 | |
Blucora | 2.4 | $3.9M | 244k | 16.15 | |
King Digital Entmt Ord Shs | 2.3 | $3.7M | 260k | 14.25 | |
Equinix Com Par $0.001 (EQIX) | 2.2 | $3.5M | 14k | 253.98 | |
Microsoft Corporation (MSFT) | 1.8 | $2.9M | 66k | 44.14 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $2.5M | 12.00 | 204833.33 | |
Liberty Interactive Corp Lbt Vent Com A | 1.5 | $2.4M | 62k | 39.27 | |
Williams Companies (WMB) | 1.4 | $2.3M | 40k | 57.40 | |
Google CL C | 1.4 | $2.3M | 4.4k | 520.44 | |
Activision Blizzard | 1.2 | $2.0M | 83k | 24.21 | |
Mastercard Cl A (MA) | 1.1 | $1.8M | 19k | 93.47 | |
Philip Morris International (PM) | 1.0 | $1.6M | 21k | 80.17 | |
Google Cl A | 0.8 | $1.4M | 2.6k | 539.97 | |
Neustar Cl A | 0.8 | $1.3M | 45k | 29.20 | |
Viacom CL B | 0.8 | $1.3M | 20k | 64.65 | |
Wells Fargo & Company (WFC) | 0.7 | $1.2M | 21k | 56.26 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.7 | $1.2M | 9.9k | 120.71 | |
Liberty Tripadvisor Holdings Com Ser A (LTRPA) | 0.7 | $1.2M | 36k | 32.21 | |
Noble Corp Shs Usd | 0.7 | $1.1M | 73k | 15.39 | |
Unilever Nv Ny Shs New | 0.7 | $1.1M | 26k | 41.82 | |
Oracle Corporation (ORCL) | 0.6 | $955k | 24k | 40.30 | |
Brown Forman Corp Cl A (BF.A) | 0.4 | $727k | 6.5k | 111.42 | |
Fluor Corporation (FLR) | 0.4 | $689k | 13k | 53.00 | |
Altria (MO) | 0.3 | $538k | 11k | 48.91 | |
Weight Watchers International | 0.3 | $506k | 104k | 4.85 | |
Martin Marietta Materials (MLM) | 0.3 | $425k | 3.0k | 141.67 | |
Crown Holdings (CCK) | 0.2 | $370k | 7.0k | 52.93 | |
Comcast Corp Cl A Spl | 0.2 | $364k | 6.1k | 59.92 | |
Dominion Resources (D) | 0.2 | $357k | 5.3k | 66.85 | |
ConAgra Foods (CAG) | 0.2 | $331k | 7.6k | 43.78 | |
Dow Chemical Company | 0.2 | $327k | 6.4k | 51.09 | |
Weyerhaeuser Company (WY) | 0.2 | $320k | 10k | 31.50 | |
Owens Corning (OC) | 0.2 | $315k | 7.6k | 41.23 | |
Target Corporation (TGT) | 0.2 | $315k | 3.9k | 81.61 | |
Raytheon Com New | 0.2 | $307k | 3.2k | 95.64 | |
Republic Services (RSG) | 0.2 | $302k | 7.7k | 39.22 | |
Oneok (OKE) | 0.2 | $272k | 6.9k | 39.42 | |
Hd Supply Hldgs | 0.2 | $271k | 7.7k | 35.24 | |
International Paper Company (IP) | 0.2 | $259k | 5.5k | 47.52 | |
Devon Energy Corporation (DVN) | 0.2 | $250k | 4.2k | 59.52 | |
Owens Ill Com New | 0.2 | $246k | 11k | 22.97 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $240k | 3.1k | 77.67 | |
U S G Corp Com New | 0.1 | $223k | 8.0k | 27.81 | |
Nabors Industries SHS | 0.1 | $217k | 15k | 14.43 | |
SPX Corporation | 0.1 | $216k | 3.0k | 72.48 | |
Alcoa | 0.1 | $200k | 18k | 11.17 | |
Freeport-mcmoran CL B (FCX) | 0.1 | $193k | 10k | 18.63 | |
F M C Corp Com New (FMC) | 0.1 | $190k | 3.6k | 52.49 | |
TJX Companies (TJX) | 0.1 | $183k | 2.8k | 66.06 | |
Hertz Global Holdings | 0.1 | $176k | 9.7k | 18.14 | |
Allegheny Technologies Incorporated (ATI) | 0.1 | $175k | 5.8k | 30.12 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $174k | 1.3k | 136.47 | |
Big Lots (BIGGQ) | 0.1 | $163k | 3.6k | 44.90 | |
Mattel (MAT) | 0.1 | $163k | 6.4k | 25.67 | |
Ball Corporation (BALL) | 0.1 | $160k | 2.3k | 70.18 | |
Sealed Air (SEE) | 0.1 | $157k | 3.1k | 51.48 | |
Visa Com Cl A (V) | 0.1 | $154k | 2.3k | 66.96 | |
CONSOL Energy | 0.1 | $129k | 6.0k | 21.68 | |
Scripps Networks Interact Cl A Com | 0.1 | $114k | 1.8k | 65.14 | |
Con-way | 0.1 | $107k | 2.8k | 38.21 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $71k | 800.00 | 88.75 | |
Paragon Offshore SHS | 0.0 | $51k | 47k | 1.08 | |
American Express Company (AXP) | 0.0 | $51k | 650.00 | 78.46 | |
Coca-Cola Company (KO) | 0.0 | $46k | 1.2k | 39.15 |