- New Purchases: VIAC,
- Added Positions: IDCC, QRTEA, GME, BTU,
- Reduced Positions: GS, C, EQIX, WMB,
- Sold Out: VIAB, GILD, ICON,
For the details of Permit Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/permit+capital%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Permit Capital, LLC- SBA Communications Corp (SBAC) - 679,554 shares, 69.06% of the total portfolio. Shares added by 0.67%
- GameStop Corp (GME) - 3,050,000 shares, 7.82% of the total portfolio. Shares added by 1.67%
- ViacomCBS Inc (VIAC) - 178,994 shares, 3.17% of the total portfolio. New Position
- InterDigital Inc (IDCC) - 132,750 shares, 3.08% of the total portfolio. Shares added by 10.63%
- MGIC Investment Corp (MTG) - 490,000 shares, 2.93% of the total portfolio.
Permit Capital, LLC initiated holding in ViacomCBS Inc. The purchase prices were between $35.58 and $42.66, with an estimated average price of $38.79. The stock is now traded at around $34.98. The impact to a portfolio due to this purchase was 3.17%. The holding were 178,994 shares as of .
Added: Qurate Retail Inc (QRTEA)Permit Capital, LLC added to a holding in Qurate Retail Inc by 25.58%. The purchase prices were between $7.87 and $10.47, with an estimated average price of $9.25. The stock is now traded at around $9.29. The impact to a portfolio due to this purchase was 0.2%. The holding were 270,439 shares as of .
Sold Out: Viacom Inc (VIAB)Permit Capital, LLC sold out a holding in Viacom Inc. The sale prices were between $21.23 and $24.22, with an estimated average price of $22.76.
Sold Out: Gilead Sciences Inc (GILD)Permit Capital, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $61.62 and $67.78, with an estimated average price of $65.21.
Sold Out: Iconix Brand Group Inc (ICON)Permit Capital, LLC sold out a holding in Iconix Brand Group Inc. The sale prices were between $1.04 and $2.46, with an estimated average price of $1.62.
Here is the complete portfolio of Permit Capital, LLC. Also check out:
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