Permit Capital, LLC Portfolio Holdings by Sector

Permit Capital, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
REIT—Specialty \| Real Estate SBAC 1 stocks	$111,741 36.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META MTCH 3 stocks	$32,774 10.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials PBI 1 stocks	$32,518 10.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC HPQ 2 stocks	$17,969 5.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$17,741 5.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services IDCC 1 stocks	$14,386 4.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology OTEX 1 stocks	$11,587 3.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical FTDR 1 stocks	$10,470 3.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services MTG 1 stocks	$9,684 3.15% of portfolio	-	-	-	-	0 Calls 0 Puts

Healthcare Plans \| Healthcare CVS 1 stocks	$9,461 3.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$8,717 2.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$8,037 2.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy RRC 1 stocks	$7,861 2.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical SIG 1 stocks	$7,769 2.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NLOK 1 stocks	$6,984 2.27% of portfolio	-	-	-	-	0 Calls 0 Puts

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