Permit Capital as of Dec. 31, 2010
Portfolio Holdings for Permit Capital
Permit Capital holds 33 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SBA Communications Corporation | 61.3 | $91M | 2.2M | 40.94 | |
| Liberty Media | 4.0 | $6.0M | 378k | 15.77 | |
| Vodafone | 3.5 | $5.2M | 197k | 26.44 | |
| General Electric Company | 2.9 | $4.3M | 237k | 18.29 | |
| Telvent Git Alcobendas Com Stk | 2.6 | $3.9M | 147k | 26.42 | |
| Johnson & Johnson (JNJ) | 2.5 | $3.7M | 60k | 61.85 | |
| Goldman Sachs (GS) | 2.5 | $3.7M | 22k | 168.14 | |
| Dell | 2.4 | $3.6M | 265k | 13.55 | |
| Iron Mountain Incorporated | 2.0 | $2.9M | 117k | 25.01 | |
| Citi | 1.8 | $2.7M | 563k | 4.73 | |
| Philip Morris International (PM) | 1.4 | $2.0M | 34k | 58.53 | |
| McKesson Corporation (MCK) | 1.3 | $1.9M | 27k | 70.38 | |
| Berkshire Hathaway (BRK.A) | 1.2 | $1.8M | 15.00 | 120466.67 | |
| Sprint Nextel Corporation | 1.1 | $1.7M | 391k | 4.23 | |
| MasterCard Incorporated (MA) | 1.0 | $1.5M | 6.9k | 224.09 | |
| Noble Corporation Com Stk | 1.0 | $1.4M | 40k | 35.77 | |
| International Business Machines (IBM) | 0.7 | $1.1M | 7.3k | 146.71 | |
| Omnicare | 0.7 | $974k | 38k | 25.40 | |
| TNS | 0.7 | $978k | 47k | 20.81 | |
| Wells Fargo & Company (WFC) | 0.6 | $852k | 28k | 30.98 | |
| InterDigital (IDCC) | 0.6 | $854k | 21k | 41.66 | |
| Unilever Nv ny | 0.5 | $785k | 25k | 31.40 | |
| Altria (MO) | 0.5 | $739k | 30k | 24.63 | |
| iPass | 0.5 | $717k | 574k | 1.25 | |
| Brown-Forman Corporation (BF.A) | 0.4 | $555k | 8.0k | 69.38 | |
| Martin Marietta Materials (MLM) | 0.4 | $553k | 6.0k | 92.17 | |
| Anheuser-Busch InBev NV (BUD) | 0.4 | $551k | 9.7k | 57.10 | |
| MasterCard Incorporated (MA) | 0.4 | $531k | 2.4k | 224.05 | |
| Comcast Corporation | 0.3 | $520k | 25k | 20.80 | |
| Newcastle Investment | 0.3 | $480k | 72k | 6.70 | |
| Scripps Networks Interactive | 0.2 | $369k | 7.1k | 51.79 | |
| Washington Post Company | 0.1 | $220k | 500.00 | 440.00 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $106k | 1.3k | 80.00 |