Archon Partners as of Dec. 31, 2015
Portfolio Holdings for Archon Partners
Archon Partners holds 56 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 4.4 | $16M | 300k | 54.36 | |
| Equinix (EQIX) | 4.2 | $16M | 52k | 302.40 | |
| Fiserv (FI) | 3.6 | $13M | 147k | 91.46 | |
| American International (AIG) | 3.5 | $13M | 208k | 61.97 | |
| Anthem (ELV) | 3.4 | $12M | 89k | 139.44 | |
| Berkshire Hathaway (BRK.B) | 3.4 | $12M | 94k | 132.04 | |
| Lockheed Martin Corporation (LMT) | 3.0 | $11M | 51k | 217.16 | |
| Express Scripts Holding | 3.0 | $11M | 127k | 87.41 | |
| Walt Disney Company (DIS) | 2.9 | $11M | 102k | 105.08 | |
| NewMarket Corporation (NEU) | 2.9 | $11M | 28k | 380.71 | |
| Liberty Media Corp Del Com Ser C | 2.8 | $10M | 271k | 38.08 | |
| Blackstone | 2.8 | $10M | 352k | 29.24 | |
| Pfizer (PFE) | 2.7 | $10M | 314k | 32.28 | |
| Apple (AAPL) | 2.7 | $9.9M | 95k | 105.26 | |
| Lowe's Companies (LOW) | 2.7 | $9.9M | 130k | 76.04 | |
| Allergan | 2.5 | $9.4M | 30k | 312.50 | |
| Kraft Heinz (KHC) | 2.4 | $8.7M | 120k | 72.76 | |
| Comcast Corporation (CMCSA) | 2.3 | $8.4M | 148k | 56.43 | |
| PPG Industries (PPG) | 2.3 | $8.3M | 84k | 98.82 | |
| Liberty Broadband Cl C (LBRDK) | 2.3 | $8.4M | 161k | 51.86 | |
| Federated Investors (FHI) | 2.2 | $8.0M | 280k | 28.65 | |
| Crown Holdings (CCK) | 2.1 | $7.9M | 156k | 50.70 | |
| Visa (V) | 2.1 | $7.8M | 101k | 77.55 | |
| Altria (MO) | 2.0 | $7.5M | 128k | 58.21 | |
| Molson Coors Brewing Company (TAP) | 2.0 | $7.3M | 78k | 93.92 | |
| priceline.com Incorporated | 2.0 | $7.3M | 5.7k | 1274.91 | |
| Scripps Networks Interactive | 2.0 | $7.3M | 132k | 55.21 | |
| DaVita (DVA) | 1.9 | $7.0M | 101k | 69.71 | |
| MasterCard Incorporated (MA) | 1.9 | $7.0M | 72k | 97.36 | |
| Facebook Inc cl a (META) | 1.9 | $6.9M | 66k | 104.66 | |
| Union Pacific Corporation (UNP) | 1.9 | $6.9M | 88k | 78.20 | |
| D.R. Horton (DHI) | 1.9 | $6.9M | 215k | 32.03 | |
| Philip Morris International (PM) | 1.9 | $6.9M | 78k | 87.91 | |
| Liberty Global Inc C | 1.8 | $6.5M | 158k | 40.77 | |
| Liberty Global Inc Com Ser A | 1.6 | $6.1M | 144k | 42.36 | |
| Black Knight Finl Svcs Inc cl a | 1.6 | $6.0M | 183k | 33.06 | |
| Lennar Corporation (LEN) | 1.5 | $5.6M | 115k | 48.91 | |
| Alibaba Group Holding (BABA) | 1.2 | $4.5M | 55k | 81.26 | |
| Sensata Technologies Hldg Bv | 1.1 | $4.1M | 89k | 46.06 | |
| Wynn Resorts (WYNN) | 1.0 | $3.6M | 52k | 69.19 | |
| Discovery Communications | 0.7 | $2.7M | 109k | 25.22 | |
| Level 3 Communications | 0.5 | $1.8M | 33k | 54.37 | |
| Symetra Finl Corp | 0.5 | $1.7M | 55k | 31.76 | |
| Libertyinteractivecorp lbtventcoma | 0.4 | $1.4M | 32k | 45.11 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.4 | $1.4M | 45k | 30.33 | |
| Constellation Brands (STZ) | 0.4 | $1.3M | 9.4k | 142.45 | |
| Platform Specialty Prods Cor | 0.3 | $1.3M | 100k | 12.83 | |
| AutoNation (AN) | 0.3 | $1.3M | 21k | 59.67 | |
| NVR (NVR) | 0.3 | $1.1M | 692.00 | 1643.06 | |
| Fnf (FNF) | 0.3 | $1.0M | 29k | 34.66 | |
| Liberty Media | 0.2 | $887k | 23k | 39.25 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 0.2 | $775k | 69k | 11.23 | |
| Liberty Broadband Corporation (LBRDA) | 0.2 | $775k | 15k | 51.67 | |
| Liberty Global | 0.1 | $323k | 7.8k | 41.41 | |
| Liberty Global | 0.1 | $335k | 7.8k | 42.95 | |
| Axovant Sciences | 0.1 | $234k | 13k | 18.00 |
