Permit Capital as of March 31, 2018
Portfolio Holdings for Permit Capital
Permit Capital holds 26 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 60.4 | $109M | 636k | 170.92 | |
| GameStop (GME) | 7.0 | $13M | 1.0M | 12.62 | |
| InterDigital (IDCC) | 5.2 | $9.3M | 127k | 73.60 | |
| Via | 4.8 | $8.5M | 275k | 31.06 | |
| Citigroup (C) | 3.9 | $7.0M | 104k | 67.50 | |
| Goldman Sachs (GS) | 2.9 | $5.3M | 21k | 251.86 | |
| MGIC Investment (MTG) | 2.7 | $4.8M | 373k | 13.00 | |
| Equinix (EQIX) | 2.2 | $4.0M | 9.5k | 418.18 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $3.9M | 3.8k | 1031.70 | |
| Gilead Sciences (GILD) | 1.4 | $2.5M | 34k | 75.40 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $2.1M | 2.1k | 1037.04 | |
| Williams Companies (WMB) | 1.2 | $2.1M | 85k | 24.86 | |
| Iconix Brand | 1.1 | $1.9M | 1.7M | 1.11 | |
| Peabody Energy (BTU) | 1.0 | $1.8M | 50k | 36.50 | |
| MasterCard Incorporated (MA) | 0.6 | $1.0M | 5.9k | 175.15 | |
| KEYW Holding | 0.5 | $907k | 115k | 7.86 | |
| Philip Morris International (PM) | 0.4 | $750k | 7.6k | 99.34 | |
| Unilever | 0.3 | $616k | 11k | 56.38 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $598k | 2.00 | 299000.00 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $534k | 2.7k | 199.63 | |
| Visa (V) | 0.2 | $425k | 3.6k | 119.72 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $160k | 3.0k | 53.33 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $101k | 1.1k | 91.82 | |
| American Express Company (AXP) | 0.1 | $103k | 1.1k | 93.64 | |
| Brown-Forman Corporation (BF.B) | 0.1 | $100k | 1.8k | 54.26 | |
| Coca-Cola Company (KO) | 0.0 | $51k | 1.2k | 43.40 |
