Archon Partners

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
Google 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 (SAVE) 0.1 $545k 12k 45.42