Archon Partners

Archon Partners as of June 30, 2015

Portfolio Holdings for Archon Partners

Archon Partners holds 59 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Anthem (ELV) 3.8 $15M 89k 164.13
Blackstone 3.7 $14M 352k 40.87
American International (AIG) 3.3 $13M 207k 61.82
Equinix (EQIX) 3.3 $13M 50k 253.99
NewMarket Corporation (NEU) 3.2 $12M 28k 443.89
Fiserv (FI) 3.1 $12M 147k 82.83
Wells Fargo & Company (WFC) 3.1 $12M 213k 56.24
Apple (AAPL) 3.1 $12M 95k 125.43
Walt Disney Company (DIS) 3.0 $12M 102k 114.14
Express Scripts Holding 2.9 $11M 127k 88.94
Intel Corporation (INTC) 2.6 $10M 331k 30.41
Pfizer (PFE) 2.5 $9.8M 291k 33.53
Lockheed Martin Corporation (LMT) 2.5 $9.5M 51k 185.90
Liberty Media Corp Del Com Ser C 2.4 $9.3M 259k 35.90
PPG Industries (PPG) 2.4 $9.2M 80k 114.72
Allergan 2.3 $9.0M 30k 303.48
Comcast Corporation 2.3 $8.9M 148k 59.94
Lowe's Companies (LOW) 2.2 $8.7M 130k 66.97
Federated Investors (FHI) 2.2 $8.6M 257k 33.49
Directv 2.2 $8.6M 92k 92.80
Kraft Foods 2.2 $8.5M 99k 85.14
Valeant Pharmaceuticals Int 2.2 $8.4M 38k 222.16
DaVita (DVA) 2.1 $8.2M 104k 79.47
Union Pacific Corporation (UNP) 2.1 $8.2M 86k 95.37
Liberty Broadband Cl C (LBRDK) 2.1 $8.0M 155k 51.16
Crown Holdings (CCK) 2.0 $7.8M 148k 52.91
Liberty Global Inc C 2.0 $7.8M 154k 50.63
Liberty Global Inc Com Ser A 2.0 $7.8M 144k 54.07
Platform Specialty Prods Cor 1.9 $7.4M 290k 25.58
Berkshire Hathaway (BRK.B) 1.8 $6.9M 51k 136.11
MasterCard Incorporated (MA) 1.7 $6.6M 71k 93.48
Visa (V) 1.7 $6.5M 97k 67.15
Altria (MO) 1.6 $6.2M 127k 48.91
Philip Morris International (PM) 1.6 $6.2M 78k 80.17
priceline.com Incorporated 1.6 $6.2M 5.4k 1151.30
D.R. Horton (DHI) 1.5 $5.9M 215k 27.36
Lennar Corporation (LEN) 1.5 $5.8M 113k 51.04
Facebook Inc cl a (META) 1.5 $5.7M 66k 85.77
Colfax Corporation 1.4 $5.6M 121k 46.15
Pioneer Natural Resources (PXD) 1.4 $5.6M 40k 138.68
Delta Air Lines (DAL) 1.3 $4.9M 120k 41.08
JPMorgan Chase & Co. (JPM) 1.0 $3.9M 57k 67.75
Micron Technology (MU) 0.8 $3.2M 170k 18.84
Hewlett-Packard Company 0.7 $2.8M 95k 30.00
Level 3 Communications 0.4 $1.6M 30k 52.67
Scripps Networks Interactive 0.3 $1.4M 21k 65.37
Symetra Finl Corp 0.3 $1.3M 55k 24.17
Liberty Tripadvisor Hldgs (LTRPA) 0.3 $1.3M 40k 32.23
Constellation Brands (STZ) 0.3 $1.1M 9.4k 116.06
Libertyinteractivecorp lbtventcoma 0.3 $1.1M 28k 39.28
AutoNation (AN) 0.3 $1.0M 16k 62.96
Brookdale Senior Living (BKD) 0.2 $972k 28k 34.71
Fnf (FNF) 0.2 $984k 27k 36.99
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 0.2 $977k 64k 15.39
NVR (NVR) 0.2 $918k 685.00 1340.15
Liberty Media 0.2 $793k 22k 36.05
Remy Intl Inc Hldg 0.2 $803k 36k 22.10
Liberty Broadband Corporation (LBRDA) 0.2 $765k 15k 51.00
Spirit Airlines (SAVE) 0.1 $435k 7.0k 62.14