Permit Capital as of June 30, 2023
Portfolio Holdings for Permit Capital
Permit Capital holds 25 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp (SBAC) | 53.3 | $143M | 617k | 231.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $12M | 102k | 120.97 | |
| Pitney Bowes (PBI) | 4.3 | $12M | 3.3M | 3.54 | |
| Expedia Group Com New (EXPE) | 3.9 | $11M | 97k | 109.39 | |
| Meta Platforms Cl A (META) | 3.9 | $10M | 36k | 286.98 | |
| InterDigital (IDCC) | 3.7 | $9.8M | 102k | 96.55 | |
| MGIC Investment (MTG) | 3.5 | $9.5M | 600k | 15.79 | |
| CVS Caremark Corporation (CVS) | 3.2 | $8.7M | 126k | 69.13 | |
| Range Resources (RRC) | 3.0 | $8.1M | 274k | 29.40 | |
| Paramount Global Class B Com (PARA) | 2.7 | $7.2M | 455k | 15.91 | |
| Signet Jewlers SHS (SIG) | 2.7 | $7.2M | 146k | 49.08 | |
| Paypal Holdings (PYPL) | 2.6 | $6.9M | 104k | 66.73 | |
| Hp (HPQ) | 2.5 | $6.7M | 219k | 30.71 | |
| Western Digital (WDC) | 2.1 | $5.5M | 146k | 37.93 | |
| Qurate Retail Com Ser A (QRTEA) | 1.5 | $4.1M | 4.1M | 0.99 | |
| Dish Network Corporation Cl A | 0.9 | $2.3M | 348k | 6.59 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.0M | 2.00 | 517810.00 | |
| Mastercard Cl A (MA) | 0.4 | $958k | 2.4k | 393.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $668k | 2.0k | 341.00 | |
| Philip Morris International (PM) | 0.2 | $637k | 6.5k | 97.62 | |
| Visa Com Cl A (V) | 0.2 | $540k | 2.3k | 237.48 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $327k | 2.3k | 145.44 | |
| Netflix (NFLX) | 0.1 | $220k | 500.00 | 440.49 | |
| Brown Forman Corp Cl A (BF.A) | 0.1 | $196k | 2.9k | 68.07 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $38k | 575.00 | 66.78 |
