Permit Capital as of March 31, 2019
Portfolio Holdings for Permit Capital
Permit Capital holds 27 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 64.8 | $139M | 695k | 199.66 | |
| GameStop (GME) | 4.7 | $10M | 1.0M | 10.16 | |
| Via | 3.7 | $8.0M | 286k | 28.07 | |
| InterDigital (IDCC) | 3.5 | $7.4M | 112k | 65.98 | |
| Western Digital (WDC) | 3.1 | $6.7M | 139k | 48.06 | |
| MGIC Investment (MTG) | 3.0 | $6.5M | 490k | 13.19 | |
| Alphabet Inc Class C cs (GOOG) | 2.7 | $5.8M | 5.0k | 1173.30 | |
| Goldman Sachs (GS) | 2.4 | $5.1M | 27k | 191.99 | |
| Liberty Interactive Corp (QRTEA) | 2.3 | $4.9M | 309k | 15.98 | |
| Citigroup (C) | 2.0 | $4.3M | 69k | 62.22 | |
| Equinix (EQIX) | 2.0 | $4.3M | 9.5k | 453.12 | |
| Williams Companies (WMB) | 1.1 | $2.4M | 85k | 28.72 | |
| Gilead Sciences (GILD) | 1.0 | $2.2M | 34k | 65.01 | |
| Peabody Energy (BTU) | 0.7 | $1.4M | 50k | 28.34 | |
| MasterCard Incorporated (MA) | 0.7 | $1.4M | 5.9k | 235.40 | |
| KEYW Holding | 0.5 | $995k | 115k | 8.62 | |
| Philip Morris International (PM) | 0.3 | $676k | 7.6k | 88.42 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $668k | 3.3k | 200.90 | |
| Unilever | 0.3 | $637k | 11k | 58.31 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $602k | 2.00 | 301000.00 | |
| Visa (V) | 0.3 | $554k | 3.6k | 156.06 | |
| Iconix Brand Group | 0.1 | $164k | 80k | 2.06 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $154k | 3.0k | 51.33 | |
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $102k | 1.1k | 92.73 | |
| American Express Company (AXP) | 0.1 | $105k | 1.1k | 95.45 | |
| Brown-Forman Corporation (BF.B) | 0.1 | $97k | 1.8k | 52.63 | |
| Coca-Cola Company (KO) | 0.0 | $55k | 1.2k | 46.81 |
