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Permit Capital Advisors, LLC Historical SEC 13F Holdings & Archive (Q1 2022)
Permit Capital Advisors, LLCCIK: 0001925332
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$260.0M
Reporting period: 2022-03-31 · Number of holdings: 114
Permit Capital Advisors, LLC disclosed 114 holdings in its latest 13F filing for the period ending 2022-03-31, with total reported value of $260.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 14.99
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 100
- Sizing Uniformity
- 81.83
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
1–50 of 114
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
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Filing History
FAQ
What is Permit Capital Advisors, LLC and what type of investor is it?
Permit Capital Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-03-31), the firm manages a tracked equity portfolio valued at approximately $260.0M, spread across 114 disclosed positions.
What are Permit Capital Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Permit Capital Advisors, LLC's top holdings by market value are:
1. Schwab US Large-cap Value (SCHV) — $22.9M (8.8%)
2. Vanguard S&p 500 ETF (VOO) — $22.2M (8.5%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $17.9M (6.9%)
4. Vanguard Small-cap Value ETF (VBR) — $13.3M (5.1%)
5. Ishares Core S&p 500 ETF (IVV) — $12.3M (4.7%)
What changes did Permit Capital Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Permit Capital Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Permit Capital Advisors, LLC focus on?
Sector breakdown data is not yet available for Permit Capital Advisors, LLC. Check back after the next 13F processing cycle.
Investment Profile
Permit Capital Advisors, LLC's portfolio is broadly diversified and long-term-holding.
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Developer Access
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