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	$135,719 44.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials PBI 1 stocks	$31,093 10.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META MTCH GOOG 3 stocks	$28,427 9.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$14,000 4.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC HPQ 2 stocks	$12,590 4.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services IDCC 1 stocks	$11,343 3.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$9,661 3.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services MTG 1 stocks	$9,503 3.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical FTDR 1 stocks	$9,171 3.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology OTEX 1 stocks	$9,052 2.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$8,656 2.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy RRC 1 stocks	$8,493 2.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NLOK 1 stocks	$6,984 2.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical SIG 1 stocks	$6,443 2.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$2,915 0.96% of portfolio	-	-	-	-	0 Calls 0 Puts

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