PERMIT CAPITAL, LLC Information

ONE TOWER BRIDGE, 100 FRONT ST., STE 900, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 941-5006

Report Date: 12/31/2013

Position Statistics

Total Positions 67
New Positions 2
Increased Positions 14
Decreased Positions 14
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 144

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.65%
Capital Goods 1.02%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.34%
Energy 1.93%
Financial 9.34%
Healthcare 2.38%
Services 64.6%
Technology 14.38%
Transportation 0.08%
Utilities 0.69%

67 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SBA COMMUNICATIONS CORP COM 78,328 -9,692 (11.01) 860,652
MICROSOFT CORP COM 6,735 New 169,700
LIBERTY INTERACTIVE CORP INT COM SER A 5,459 New 184,123
CITIGROUP INC COM NEW 5,458 322 6.27 112,767
INTERDIGITAL INC COM 5,381 1,696 46.03 155,780
ORACLE CORP COM 3,728 New 93,700
GOLDMAN SACHS GROUP INC COM 3,591 New 22,380
MCKESSON CORP COM 3,430 -2,167 (38.72) 20,100
LIBERTY INTERACTIVE CORP LBT VENT COM A 3,280 -1,186 (26.56) 55,314
GAMESTOP CORP NEW CL A 2,790 399 16.69 69,900
EQUINIX INC COM NEW 2,143 2,143 New 11,900
BERKSHIRE HATHAWAY INC DEL CL A 1,908 New 10
WILLIAMS COS INC DEL COM 1,682 -123 (6.8) 40,000
PHILIP MORRIS INTL INC COM 1,389 43 3.19 16,665
GOOGLE INC CL A 1,372 -469 (25.49) 2,552
GOOGLE INC CL C 1,345 -460 (25.49) 2,552
WELLS FARGO & CO NEW COM 1,240 New 25,000
MASTERCARD INC CL A 1,202 -45 (3.65) 16,380
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 913 New 8,425
UNILEVER N V N Y SHS NEW 835 51 6.46 19,695