Archon Partners as of March 31, 2011
Portfolio Holdings for Archon Partners
Archon Partners holds 58 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 3.3 | $7.6M | 42k | 180.12 | |
| SandRidge Energy | 3.2 | $7.5M | 585k | 12.80 | |
| Union Pacific Corporation (UNP) | 3.1 | $7.2M | 73k | 98.33 | |
| Grupo Televisa (TV) | 3.0 | $7.0M | 287k | 24.53 | |
| American Tower Corporation | 2.9 | $6.7M | 130k | 51.82 | |
| Baidu (BIDU) | 2.9 | $6.7M | 48k | 137.80 | |
| Berkshire Hathaway (BRK.B) | 2.8 | $6.6M | 79k | 83.63 | |
| Altria (MO) | 2.7 | $6.2M | 240k | 26.03 | |
| priceline.com Incorporated | 2.7 | $6.2M | 12k | 506.43 | |
| Coca-cola Enterprises | 2.7 | $6.2M | 228k | 27.30 | |
| Pfizer (PFE) | 2.7 | $6.2M | 305k | 20.31 | |
| 2.6 | $6.2M | 11k | 586.76 | ||
| Rosetta Resources | 2.6 | $6.1M | 129k | 47.59 | |
| National-Oilwell Var | 2.5 | $5.8M | 74k | 79.27 | |
| Philip Morris International (PM) | 2.5 | $5.7M | 87k | 65.63 | |
| Molson Coors Brewing Company (TAP) | 2.4 | $5.6M | 120k | 46.89 | |
| BP (BP) | 2.4 | $5.6M | 127k | 44.14 | |
| Equity Residential (EQR) | 2.4 | $5.5M | 98k | 56.41 | |
| Gilead Sciences (GILD) | 2.3 | $5.4M | 127k | 42.47 | |
| WellPoint | 2.3 | $5.4M | 77k | 69.79 | |
| Verisign (VRSN) | 2.3 | $5.3M | 147k | 36.21 | |
| C.R. Bard | 2.3 | $5.3M | 53k | 99.36 | |
| Qualcomm (QCOM) | 2.2 | $5.2M | 95k | 54.83 | |
| Brigham Exploration Company | 2.2 | $5.0M | 136k | 37.18 | |
| Directv | 2.0 | $4.8M | 102k | 46.80 | |
| ConocoPhillips (COP) | 2.0 | $4.7M | 59k | 79.86 | |
| Illumina (ILMN) | 2.0 | $4.7M | 67k | 70.07 | |
| BE Aerospace | 2.0 | $4.6M | 130k | 35.53 | |
| Emerson Electric (EMR) | 2.0 | $4.6M | 79k | 58.43 | |
| Express Scripts | 2.0 | $4.6M | 83k | 55.61 | |
| Mosaic Company | 2.0 | $4.6M | 58k | 78.75 | |
| EMC Corporation | 2.0 | $4.5M | 171k | 26.56 | |
| Apple (AAPL) | 1.9 | $4.5M | 13k | 348.54 | |
| CB Richard Ellis | 1.9 | $4.5M | 169k | 26.70 | |
| Toyota Motor Corporation (TM) | 1.8 | $4.3M | 53k | 80.24 | |
| Valeant Pharmaceuticals Int | 1.8 | $4.2M | 85k | 49.81 | |
| Alpha Natural Resources | 1.8 | $4.2M | 71k | 59.37 | |
| Brookfield Asset Management | 1.8 | $4.2M | 128k | 32.46 | |
| Liberty Global | 1.7 | $3.9M | 95k | 41.41 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.6 | $3.7M | 66k | 55.55 | |
| Pioneer Natural Resources (PXD) | 1.6 | $3.7M | 36k | 101.92 | |
| American International (AIG) | 1.1 | $2.6M | 75k | 35.15 | |
| American Intl Group | 0.5 | $1.1M | 32k | 35.14 | |
| Wal-Mart Stores (WMT) | 0.3 | $677k | 13k | 52.08 | |
| Cliffs Natural Resources | 0.3 | $639k | 6.5k | 98.31 | |
| Wabtec Corporation (WAB) | 0.3 | $644k | 9.5k | 67.79 | |
| Perrigo Company | 0.3 | $636k | 8.0k | 79.50 | |
| Kansas City Southern | 0.3 | $599k | 11k | 54.45 | |
| KBR (KBR) | 0.2 | $570k | 15k | 37.75 | |
| Actuant Corporation | 0.2 | $580k | 20k | 29.00 | |
| Novo Nordisk A/S (NVO) | 0.2 | $564k | 4.5k | 125.33 | |
| Whiting Petroleum Corporation | 0.2 | $551k | 7.5k | 73.47 | |
| SuccessFactors | 0.2 | $489k | 13k | 39.12 | |
| EXCO Resources | 0.2 | $434k | 21k | 20.67 | |
| Verizon Communications (VZ) | 0.2 | $450k | 12k | 38.53 | |
| RPC (RES) | 0.2 | $418k | 17k | 25.33 | |
| Global Industries | 0.1 | $333k | 34k | 9.79 | |
| Matrix Service Company (MTRX) | 0.1 | $273k | 20k | 13.92 |
