Archon Partners

Latest statistics and disclosures from Archon Partners's latest quarterly 13F-HR filing:

Archon Partners portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
INTC Intel Corporation 3.12 331000 36.29 33.25
BX Blackstone 3.09 -23.00% 352000 33.83 37.46
AIG American International 2.99 205900 56.01 55.33
EQIX Equinix 2.95 +3.00% 50135 226.73 224.18
NEU NewMarket Corporation 2.93 28000 403.54 471.10
Anthem 2.90 NEW 89000 125.67 0.00
WFC Wells Fargo & Company 2.86 +5.00% 201000 54.82 54.79
Express Scripts Holding 2.79 +4.00% 127000 84.67 0.00
AAPL Apple 2.71 94500 110.38 128.46
FISV Fiserv 2.70 146600 70.97 78.07
UNP Union Pacific Corporation 2.66 86000 119.13 120.26
LMT Lockheed Martin Corporation 2.55 51000 192.57 200.05
LOW Lowe's Companies 2.50 140000 68.80 74.09
CCK Crown Holdings 2.48 +26.00% 187500 50.90 53.00
DIS Walt Disney Company 2.48 101500 94.19 104.08
PPG PPG Industries 2.37 +2.00% 39500 231.14 235.38
MU Micron Technology 2.36 260000 35.01 30.67
PFE Pfizer 2.32 +4.00% 286500 31.15 34.32
CMCSK Comcast Corporation 2.21 148000 57.57 58.95
FII Federated Investors 2.14 250540 32.93 32.93
DAL Delta Air Lines 2.11 165000 49.19 44.52
Liberty Media Corp Del Com Ser C 2.11 +82.00% 232600 35.03 0.00
Directv 2.08 92300 86.70 0.00
DVA DaVita 2.02 103000 75.74 74.60
Tri Pointe Homes 2.02 -5.00% 510000 15.25 0.00
PM Philip Morris International 1.98 +3.00% 93500 81.45 82.96
Actavis 1.93 28926 257.42 0.00
Facebook Inc cl a 1.91 94300 78.02 0.00
EOG EOG Resources 1.86 78000 92.06 89.72
MO Altria 1.82 142000 49.27 56.29
V Visa 1.63 +2.00% 24000 262.21 271.31
Liberty Global Inc Com Ser A 1.62 +14.00% 124126 50.21 0.00
Liberty Global Inc C 1.61 +22.00% 128382 48.31 0.00
Platform Specialty Prods Cor 1.61 268000 23.22 0.00
Air Lease 1.58 -12.00% 177000 34.31 0.00
Tenet Healthcare Corporation stock 1.55 NEW 117500 50.67 0.00
MA MasterCard Incorporated 1.51 67500 86.16 90.13
Liberty Broadband Cl C 1.49 NEW 115500 49.82 0.00
VRX Valeant Pharmaceuticals Int 1.41 38000 143.11 197.48
PXD Pioneer Natural Resources 1.38 NEW 35700 148.85 152.52
DHI D.R. Horton 1.31 NEW 200000 25.29 27.31
LEN Lennar Corporation 1.22 NEW 105000 44.81 50.21
SLB Schlumberger 1.20 NEW 54000 85.41 84.16
Tripadvisor 1.12 NEW 58000 74.66 0.00
HPQ Hewlett-Packard Company 0.99 94800 40.13 34.84
OI Owens-Illinois 0.96 NEW 136500 26.99 26.16
Suncor Energy 0.82 NEW 100000 31.78 0.00
Level 3 Communications 0.38 +6.00% 29300 49.39 0.00
SNI Scripps Networks Interactive 0.33 -6.00% 16800 75.30 72.30
Symetra Finl 0.32 53300 23.06 0.00
& PROD CO shares Brookfield 0.31 +12.00% 49500 24.06 0.00
STZ Constellation Brands 0.24 9400 98.19 114.72
Spirit Airlines 0.23 +4.00% 11500 75.57 0.00
GCI Gannett 0.22 -27.00% 27000 31.93 35.40
Fnf 0.22 NEW 25000 34.44 0.00
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 0.22 NEW 53000 15.74 0.00
Liberty Tripadvisor Hldgs 0.22 +53.00% 31000 26.90 0.00
NVR NVR 0.21 NEW 640 1275.00 1332.00
Fortune Brands 0.21 NEW 18000 45.28 0.00
Libertyinteractivecorp lbtventcoma 0.21 +27.00% 21000 37.71 0.00
Oaktree Cap 0.20 -92.00% 14600 51.85 0.00
ARII American Railcar Industries 0.19 +18.00% 14000 51.50 56.16
Liberty Media 0.17 -81.00% 18500 35.24 0.00
Liberty Broadband Corporation 0.13 NEW 10300 50.10 0.00
Liberty Broadband - Rights 1 other 0.05 NEW 22160 9.52 0.00

Past 13F-HR SEC Filings for Archon Partners

View All Filings for Archon Partners