Permit Capital as of March 31, 2020
Portfolio Holdings for Permit Capital
Permit Capital holds 24 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 78.7 | $190M | 702k | 269.97 | |
| GameStop (GME) | 4.1 | $9.9M | 2.8M | 3.50 | |
| InterDigital (IDCC) | 2.8 | $6.6M | 149k | 44.63 | |
| Alphabet Inc Class C cs (GOOG) | 2.5 | $6.1M | 5.2k | 1162.76 | |
| MGIC Investment (MTG) | 1.6 | $3.9M | 610k | 6.35 | |
| Citigroup (C) | 1.3 | $3.2M | 77k | 42.12 | |
| Western Digital (WDC) | 1.3 | $3.2M | 76k | 41.62 | |
| Viacomcbs (PARA) | 1.3 | $3.1M | 221k | 14.01 | |
| Equinix (EQIX) | 1.3 | $3.1M | 4.9k | 624.49 | |
| Liberty Interactive Corp | 1.1 | $2.8M | 453k | 6.11 | |
| CVS Caremark Corporation (CVS) | 1.1 | $2.7M | 46k | 59.34 | |
| MasterCard Incorporated (MA) | 0.5 | $1.2M | 5.1k | 241.58 | |
| Williams Companies (WMB) | 0.4 | $991k | 70k | 14.16 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $697k | 600.00 | 1161.67 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $608k | 3.3k | 182.86 | |
| Philip Morris International (PM) | 0.2 | $558k | 7.6k | 72.99 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $544k | 2.00 | 272000.00 | |
| Unilever | 0.2 | $533k | 11k | 48.79 | |
| Visa (V) | 0.2 | $516k | 3.2k | 161.25 | |
| Goldman Sachs (GS) | 0.2 | $495k | 3.2k | 154.69 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $381k | 4.2k | 89.96 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $154k | 3.0k | 51.33 | |
| Peabody Energy (BTU) | 0.0 | $110k | 38k | 2.89 | |
| Brown-Forman Corporation (BF.B) | 0.0 | $102k | 1.8k | 55.34 |
