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 | |
| 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 |
