Permit Capital as of Sept. 30, 2019
Portfolio Holdings for Permit Capital
Permit Capital holds 26 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 69.2 | $163M | 675k | 241.15 | |
| GameStop (GME) | 7.0 | $17M | 3.0M | 5.52 | |
| InterDigital (IDCC) | 2.7 | $6.3M | 120k | 52.47 | |
| Alphabet Inc Class C cs (GOOG) | 2.6 | $6.2M | 5.1k | 1218.85 | |
| MGIC Investment (MTG) | 2.6 | $6.2M | 490k | 12.58 | |
| Goldman Sachs (GS) | 2.4 | $5.5M | 27k | 207.23 | |
| Via | 2.2 | $5.3M | 221k | 24.03 | |
| Citigroup (C) | 2.0 | $4.8M | 69k | 69.09 | |
| Western Digital (WDC) | 2.0 | $4.7M | 78k | 59.64 | |
| Equinix (EQIX) | 1.8 | $4.3M | 7.4k | 576.78 | |
| Liberty Interactive Corp (QRTEA) | 0.9 | $2.2M | 215k | 10.32 | |
| Gilead Sciences (GILD) | 0.9 | $2.1M | 34k | 63.38 | |
| Williams Companies (WMB) | 0.9 | $2.0M | 85k | 24.06 | |
| MasterCard Incorporated (MA) | 0.7 | $1.6M | 5.8k | 271.65 | |
| Peabody Energy (BTU) | 0.3 | $736k | 50k | 14.72 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $692k | 3.3k | 208.12 | |
| Unilever | 0.3 | $656k | 11k | 60.05 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $624k | 2.00 | 312000.00 | |
| Visa (V) | 0.3 | $611k | 3.6k | 172.11 | |
| Philip Morris International (PM) | 0.2 | $580k | 7.6k | 75.87 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $179k | 3.0k | 59.67 | |
| American Express Company (AXP) | 0.1 | $130k | 1.1k | 118.18 | |
| Iconix Brand Group | 0.1 | $141k | 80k | 1.77 | |
| Brown-Forman Corporation (BF.B) | 0.1 | $116k | 1.8k | 62.94 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $101k | 1.1k | 91.82 | |
| Coca-Cola Company (KO) | 0.0 | $64k | 1.2k | 54.47 |
