Archon Partners as of Dec. 31, 2013
Portfolio Holdings for Archon Partners
Archon Partners holds 56 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 66.7 | $709M | 156k | 4540.00 | |
| Blackstone | 1.0 | $11M | 346k | 31.50 | |
| General Motors Company (GM) | 1.0 | $11M | 266k | 40.87 | |
| Apple (AAPL) | 1.0 | $11M | 19k | 560.99 | |
| Directv | 1.0 | $10M | 151k | 69.06 | |
| Chicago Bridge & Iron Company | 1.0 | $10M | 125k | 83.14 | |
| NewMarket Corporation (NEU) | 0.9 | $10M | 30k | 334.16 | |
| Oaktree Cap | 0.9 | $10M | 169k | 58.84 | |
| American International (AIG) | 0.9 | $9.9M | 194k | 51.05 | |
| Hess (HES) | 0.9 | $9.6M | 116k | 83.00 | |
| Fiserv (FI) | 0.9 | $9.6M | 162k | 59.05 | |
| 0.9 | $9.1M | 8.1k | 1120.75 | ||
| Valeant Pharmaceuticals Int | 0.9 | $9.1M | 78k | 117.39 | |
| Bank of America Corporation (BAC) | 0.8 | $9.0M | 575k | 15.57 | |
| Liberty Global Inc Com Ser A | 0.8 | $8.9M | 100k | 89.00 | |
| Walt Disney Company (DIS) | 0.8 | $8.7M | 114k | 76.40 | |
| SLM Corporation (SLM) | 0.8 | $8.5M | 322k | 26.28 | |
| MasterCard Incorporated (MA) | 0.8 | $8.4M | 10k | 835.50 | |
| Comcast Corporation | 0.8 | $8.4M | 168k | 49.88 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $8.2M | 55k | 148.65 | |
| Express Scripts Holding | 0.8 | $8.2M | 117k | 70.24 | |
| Halliburton Company (HAL) | 0.8 | $8.1M | 159k | 50.75 | |
| WellPoint | 0.7 | $7.8M | 85k | 92.40 | |
| Intel Corporation (INTC) | 0.7 | $7.8M | 300k | 25.95 | |
| Visa (V) | 0.7 | $7.8M | 35k | 222.69 | |
| Equinix | 0.7 | $7.7M | 43k | 177.45 | |
| Noble Energy | 0.7 | $7.6M | 111k | 68.11 | |
| DaVita (DVA) | 0.7 | $7.4M | 117k | 63.37 | |
| Lowe's Companies (LOW) | 0.7 | $7.5M | 151k | 49.55 | |
| Union Pacific Corporation (UNP) | 0.7 | $7.2M | 43k | 168.00 | |
| Forest Laboratories | 0.7 | $7.2M | 120k | 60.03 | |
| Philip Morris International (PM) | 0.7 | $6.9M | 79k | 87.13 | |
| Pfizer (PFE) | 0.6 | $6.8M | 221k | 30.63 | |
| PPG Industries (PPG) | 0.6 | $6.8M | 36k | 189.67 | |
| Delta Air Lines (DAL) | 0.6 | $6.7M | 245k | 27.47 | |
| Federated Investors (FHI) | 0.6 | $6.5M | 226k | 28.80 | |
| Air Lease Corp (AL) | 0.6 | $6.2M | 200k | 31.08 | |
| Apache Corporation | 0.6 | $6.1M | 71k | 85.94 | |
| Micron Technology (MU) | 0.6 | $5.8M | 267k | 21.75 | |
| Dollar Tree (DLTR) | 0.5 | $5.6M | 100k | 56.42 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $5.2M | 44k | 118.57 | |
| Altria (MO) | 0.5 | $5.0M | 130k | 38.39 | |
| priceline.com Incorporated | 0.5 | $4.8M | 4.1k | 1162.44 | |
| Amazon (AMZN) | 0.4 | $4.5M | 11k | 398.76 | |
| Hewlett-Packard Company | 0.2 | $2.6M | 948.00 | 2776.37 | |
| Scripps Networks Interactive | 0.1 | $1.4M | 16k | 86.44 | |
| Libertyinteractivecorp lbtventcoma | 0.1 | $1.1M | 8.7k | 122.64 | |
| Liberty Media | 0.1 | $1.0M | 7.0k | 146.29 | |
| CSX Corporation (CSX) | 0.1 | $981k | 34k | 28.77 | |
| Constellation Brands (STZ) | 0.1 | $985k | 14k | 70.36 | |
| Symetra Finl Corp | 0.1 | $976k | 52k | 18.95 | |
| TAL International | 0.1 | $832k | 15k | 57.38 | |
| Murphy Usa (MUSA) | 0.1 | $815k | 20k | 41.58 | |
| Level 3 Communications | 0.1 | $779k | 24k | 33.15 | |
| Oasis Petroleum | 0.1 | $615k | 13k | 46.95 | |
| Spirit Airlines | 0.1 | $545k | 12k | 45.42 |
