Archon Partners as of March 31, 2013
Portfolio Holdings for Archon Partners
Archon Partners holds 65 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American International (AIG) | 3.4 | $10M | 260k | 38.82 | |
| Vodafone | 3.0 | $9.0M | 318k | 28.40 | |
| Bank of America Corporation (BAC) | 3.0 | $8.8M | 724k | 12.18 | |
| Wells Fargo & Company (WFC) | 2.9 | $8.5M | 229k | 36.99 | |
| News Corporation | 2.8 | $8.3M | 271k | 30.51 | |
| Fiserv (FI) | 2.7 | $7.9M | 90k | 87.86 | |
| 2.6 | $7.8M | 9.8k | 794.18 | ||
| Noble Energy | 2.6 | $7.7M | 67k | 115.66 | |
| Visa (V) | 2.6 | $7.6M | 45k | 169.84 | |
| MasterCard Incorporated (MA) | 2.5 | $7.5M | 14k | 541.10 | |
| Lockheed Martin Corporation (LMT) | 2.5 | $7.3M | 76k | 96.53 | |
| Valeant Pharmaceuticals Int | 2.5 | $7.4M | 98k | 75.02 | |
| Pfizer (PFE) | 2.4 | $7.2M | 250k | 28.86 | |
| Merck & Co (MRK) | 2.4 | $7.2M | 163k | 44.20 | |
| Union Pacific Corporation (UNP) | 2.4 | $7.0M | 49k | 142.41 | |
| Berkshire Hathaway (BRK.B) | 2.3 | $6.8M | 66k | 104.20 | |
| Liberty Global | 2.3 | $6.8M | 93k | 73.38 | |
| General Motors Company (GM) | 2.3 | $6.8M | 245k | 27.82 | |
| McDonald's Corporation (MCD) | 2.2 | $6.6M | 66k | 99.69 | |
| Masco Corporation (MAS) | 2.2 | $6.5M | 320k | 20.25 | |
| Comcast Corporation | 2.1 | $6.3M | 160k | 39.61 | |
| Express Scripts Holding | 2.1 | $6.3M | 110k | 57.62 | |
| Walt Disney Company (DIS) | 2.1 | $6.3M | 111k | 56.80 | |
| Deere & Company (DE) | 2.1 | $6.3M | 73k | 85.99 | |
| Procter & Gamble Company (PG) | 2.1 | $6.2M | 81k | 77.05 | |
| DISH Network | 2.1 | $6.2M | 164k | 37.90 | |
| Directv | 2.1 | $6.2M | 109k | 56.59 | |
| Novo Nordisk A/S (NVO) | 2.1 | $6.1M | 38k | 161.50 | |
| Lowe's Companies (LOW) | 2.0 | $5.9M | 156k | 37.92 | |
| PPG Industries (PPG) | 2.0 | $5.8M | 44k | 133.93 | |
| Pepsi (PEP) | 1.9 | $5.6M | 71k | 79.10 | |
| Apple (AAPL) | 1.8 | $5.4M | 12k | 442.69 | |
| Philip Morris International (PM) | 1.8 | $5.3M | 58k | 92.71 | |
| NewMarket Corporation (NEU) | 1.7 | $5.1M | 20k | 260.36 | |
| eBay (EBAY) | 1.7 | $5.1M | 94k | 54.22 | |
| Altria (MO) | 1.6 | $4.9M | 142k | 34.39 | |
| Amazon (AMZN) | 1.6 | $4.9M | 18k | 266.50 | |
| priceline.com Incorporated | 1.5 | $4.6M | 6.6k | 688.19 | |
| SLM Corporation (SLM) | 1.5 | $4.5M | 219k | 20.50 | |
| Baidu (BIDU) | 1.3 | $4.0M | 45k | 87.70 | |
| Delta Air Lines (DAL) | 1.3 | $3.9M | 238k | 16.51 | |
| Dollar Tree (DLTR) | 1.3 | $3.8M | 78k | 48.44 | |
| Covidien | 1.2 | $3.7M | 55k | 67.84 | |
| Linkedin Corp | 1.1 | $3.4M | 20k | 176.05 | |
| Dollar General (DG) | 1.1 | $3.4M | 67k | 50.58 | |
| Coca-Cola Company (KO) | 1.1 | $3.2M | 79k | 40.44 | |
| Scripps Networks Interactive | 0.3 | $1.0M | 16k | 64.32 | |
| Oaktree Cap | 0.3 | $949k | 19k | 51.02 | |
| Libertyinteractivecorp lbtventcoma | 0.3 | $899k | 12k | 75.55 | |
| Liberty Media | 0.3 | $893k | 8.0k | 111.62 | |
| Tempur-Pedic International (SGI) | 0.3 | $873k | 18k | 49.60 | |
| Post Holdings Inc Common (POST) | 0.2 | $751k | 18k | 42.91 | |
| Allergan | 0.2 | $670k | 6.0k | 111.67 | |
| Spirit Airlines | 0.2 | $685k | 27k | 25.37 | |
| Constellation Brands (STZ) | 0.2 | $643k | 14k | 47.63 | |
| Yahoo! | 0.2 | $659k | 28k | 23.54 | |
| Church & Dwight (CHD) | 0.2 | $646k | 10k | 64.60 | |
| Fidelity National Financial | 0.2 | $631k | 25k | 25.24 | |
| Eli Lilly & Co. (LLY) | 0.2 | $522k | 9.2k | 56.74 | |
| Vistaprint N V | 0.2 | $522k | 14k | 38.67 | |
| Bristol Myers Squibb (BMY) | 0.2 | $474k | 12k | 41.22 | |
| Netflix (NFLX) | 0.2 | $473k | 2.5k | 189.20 | |
| Johnson & Johnson (JNJ) | 0.1 | $367k | 4.5k | 81.56 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.1 | $285k | 17k | 16.76 | |
| Moody's Corporation (MCO) | 0.1 | $261k | 4.9k | 53.27 |
