Archon Partners

Archon Partners as of Dec. 31, 2012

Portfolio Holdings for Archon Partners

Archon Partners holds 57 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 4.2 $11M 332k 34.16
Visa (V) 3.3 $9.0M 59k 151.59
American International (AIG) 3.2 $8.7M 246k 35.30
MasterCard Incorporated (MA) 3.2 $8.6M 18k 491.29
Pepsi (PEP) 3.2 $8.6M 126k 68.43
General Motors Company (GM) 3.1 $8.4M 292k 28.83
Lowe's Companies (LOW) 3.1 $8.3M 234k 35.52
Bank of America Corporation (BAC) 2.7 $7.4M 639k 11.61
Novo Nordisk A/S (NVO) 2.6 $7.0M 43k 163.22
Masco Corporation (MAS) 2.5 $6.9M 415k 16.66
priceline.com Incorporated 2.5 $6.9M 11k 620.40
Fiserv (FI) 2.5 $6.8M 86k 79.03
Pfizer (PFE) 2.5 $6.8M 271k 25.08
Qualcomm (QCOM) 2.5 $6.7M 109k 61.86
Capital One Financial (COF) 2.4 $6.6M 114k 57.93
News Corporation 2.4 $6.5M 256k 25.51
PPG Industries (PPG) 2.4 $6.5M 48k 135.35
Google 2.4 $6.5M 9.1k 707.42
Philip Morris International (PM) 2.4 $6.4M 77k 83.64
Union Pacific Corporation (UNP) 2.4 $6.4M 51k 125.73
Lockheed Martin Corporation (LMT) 2.3 $6.3M 68k 92.29
Valeant Pharmaceuticals Int 2.3 $6.2M 104k 59.77
Altria (MO) 2.2 $6.1M 194k 31.44
Coca-Cola Company (KO) 2.2 $6.1M 167k 36.25
Abbott Laboratories (ABT) 2.2 $5.9M 90k 65.50
Noble Energy 2.0 $5.5M 54k 101.73
Merck & Co (MRK) 2.0 $5.4M 132k 40.94
McDonald's Corporation (MCD) 2.0 $5.4M 61k 88.20
Berkshire Hathaway (BRK.B) 2.0 $5.3M 60k 89.71
DISH Network 2.0 $5.4M 147k 36.40
National-Oilwell Var 2.0 $5.3M 78k 68.35
Comcast Corporation 1.9 $5.3M 147k 35.92
eBay (EBAY) 1.9 $5.2M 103k 51.00
Moody's Corporation (MCO) 1.9 $5.1M 102k 50.32
Walt Disney Company (DIS) 1.9 $5.1M 102k 49.79
Procter & Gamble Company (PG) 1.9 $5.0M 74k 67.83
Exxon Mobil Corporation (XOM) 1.8 $4.8M 56k 86.55
Amazon (AMZN) 1.7 $4.6M 18k 250.87
Industries N shs - a - (LYB) 1.7 $4.5M 80k 57.09
Apple (AAPL) 1.6 $4.3M 8.0k 532.12
Facebook Inc cl a (META) 1.6 $4.2M 158k 26.62
Liberty Media Corp lcpad 0.3 $858k 7.4k 115.95
Liberty Global 0.3 $837k 13k 62.93
IAC/InterActive 0.3 $803k 17k 47.24
Scripps Networks Interactive 0.3 $828k 14k 57.90
Oaktree Cap 0.3 $796k 18k 45.49
Home Depot (HD) 0.3 $761k 12k 61.87
Verisign (VRSN) 0.2 $672k 17k 38.80
Allergan 0.2 $642k 7.0k 91.71
Church & Dwight (CHD) 0.2 $643k 12k 53.58
Biogen Idec (BIIB) 0.2 $585k 4.0k 146.25
D.R. Horton (DHI) 0.2 $554k 28k 19.79
Libertyinteractivecorp lbtventcoma 0.2 $508k 7.5k 67.73
Baidu (BIDU) 0.2 $501k 5.0k 100.20
Eli Lilly & Co. (LLY) 0.2 $454k 9.2k 49.35
Bristol Myers Squibb (BMY) 0.1 $375k 12k 32.61
Johnson & Johnson (JNJ) 0.1 $315k 4.5k 70.00