Permit Capital as of Dec. 31, 2018
Portfolio Holdings for Permit Capital
Permit Capital holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 59.5 | $100M | 616k | 161.94 | |
| GameStop (GME) | 7.5 | $13M | 1.0M | 12.62 | |
| InterDigital (IDCC) | 4.4 | $7.4M | 112k | 66.43 | |
| Via | 4.0 | $6.7M | 261k | 25.70 | |
| Liberty Interactive Corp (QRTEA) | 3.6 | $6.0M | 309k | 19.52 | |
| Alphabet Inc Class C cs (GOOG) | 2.7 | $4.5M | 4.3k | 1035.59 | |
| Western Digital (WDC) | 2.6 | $4.4M | 120k | 36.97 | |
| MGIC Investment (MTG) | 2.6 | $4.3M | 413k | 10.46 | |
| Goldman Sachs (GS) | 2.5 | $4.2M | 25k | 167.06 | |
| Citigroup (C) | 2.1 | $3.6M | 69k | 52.06 | |
| Equinix (EQIX) | 2.0 | $3.3M | 9.5k | 352.51 | |
| Gilead Sciences (GILD) | 1.3 | $2.1M | 34k | 62.55 | |
| Williams Companies (WMB) | 1.1 | $1.9M | 85k | 22.05 | |
| Peabody Energy (BTU) | 0.9 | $1.5M | 50k | 30.48 | |
| MasterCard Incorporated (MA) | 0.7 | $1.1M | 5.9k | 188.60 | |
| KEYW Holding | 0.5 | $772k | 115k | 6.69 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $679k | 3.3k | 204.21 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $612k | 2.00 | 306000.00 | |
| Unilever | 0.3 | $588k | 11k | 53.82 | |
| Philip Morris International (PM) | 0.3 | $510k | 7.6k | 66.71 | |
| Visa (V) | 0.3 | $468k | 3.6k | 131.83 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $142k | 3.0k | 47.33 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $95k | 1.1k | 86.36 | |
| American Express Company (AXP) | 0.1 | $105k | 1.1k | 95.45 | |
| Brown-Forman Corporation (BF.B) | 0.1 | $88k | 1.8k | 47.75 | |
| Iconix Brand | 0.0 | $64k | 795k | 0.08 | |
| Coca-Cola Company (KO) | 0.0 | $56k | 1.2k | 47.66 |
