Archon Partners

Archon Partners as of Sept. 30, 2017

Portfolio Holdings for Archon Partners

Archon Partners holds 58 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.9 $29M 160k 183.32
Fiserv (FI) 4.4 $19M 147k 128.96
Wells Fargo & Company (WFC) 3.9 $17M 306k 55.15
Liberty Broadband Corp Com Ser C (LBRDK) 3.8 $16M 171k 95.30
Lockheed Martin Corporation (LMT) 3.8 $16M 53k 310.29
Apple (AAPL) 3.4 $15M 95k 154.12
Equinix Com Par $0.001 (EQIX) 3.1 $13M 30k 446.31
NewMarket Corporation (NEU) 3.0 $13M 30k 425.76
Liberty Global SHS CL C 2.8 $12M 369k 32.70
Priceline Grp Com New 2.8 $12M 6.6k 1830.90
Anthem (ELV) 2.7 $11M 60k 189.88
Liberty Media Corp Delaware Com C Siriusxm 2.7 $11M 272k 41.87
Comcast Corp Cl A (CMCSA) 2.7 $11M 296k 38.48
Pfizer (PFE) 2.6 $11M 317k 35.70
Facebook Cl A (META) 2.6 $11M 66k 170.86
PPG Industries (PPG) 2.5 $11M 100k 108.66
Lowe's Companies (LOW) 2.5 $11M 135k 79.94
Visa Com Cl A (V) 2.5 $11M 102k 105.24
Amazon (AMZN) 2.4 $10M 11k 961.34
Mastercard Incorporated Cl A (MA) 2.4 $10M 72k 141.20
Disney Walt Com Disney (DIS) 2.3 $10M 102k 98.57
Bank of New York Mellon Corporation (BK) 2.3 $9.7M 183k 53.02
American Intl Group Com New (AIG) 2.2 $9.6M 157k 61.39
Kraft Heinz (KHC) 2.2 $9.6M 124k 77.55
Union Pacific Corporation (UNP) 2.2 $9.3M 80k 115.97
Philip Morris International (PM) 2.0 $8.8M 79k 111.01
Canadian Natl Ry (CNI) 1.9 $8.2M 99k 82.85
Altria (MO) 1.9 $8.1M 128k 63.42
Bank of America Corporation (BAC) 1.9 $8.0M 315k 25.34
Allergan SHS 1.8 $7.6M 37k 204.96
Scripps Networks Interact In Cl A Com 1.6 $7.0M 81k 85.89
Liberty Media Corp Delaware Com Ser C Frmla 1.5 $6.6M 172k 38.09
Blackstone Group Com Unit Ltd 1.5 $6.3M 190k 33.37
FedEx Corporation (FDX) 1.3 $5.6M 25k 225.60
Federated Invs Inc Pa CL B (FHI) 1.3 $5.6M 188k 29.70
Equifax (EFX) 1.1 $4.8M 45k 106.00
Crown Holdings (CCK) 1.1 $4.8M 80k 59.71
Transunion (TRU) 0.8 $3.5M 74k 47.27
Alexion Pharmaceuticals 0.8 $3.2M 23k 140.30
Liberty Media Corp Delaware Com C Braves Grp 0.7 $3.0M 119k 25.27
NVR (NVR) 0.5 $2.2M 766.00 2855.09
Constellation Brands Cl A (STZ) 0.4 $1.8M 8.9k 199.44
Fidelity National Financial Fnf Group Com (FNF) 0.4 $1.7M 36k 47.46
Wynn Resorts (WYNN) 0.3 $1.5M 10k 148.90
Liberty Broadband Corp Com Ser A (LBRDA) 0.3 $1.4M 15k 94.20
Liberty Interactive Corp Lbt Ven Com A Ne 0.3 $1.4M 24k 57.55
Level 3 Communications Com New 0.3 $1.3M 25k 53.28
Liberty Media Corp Delaware Com A Siriusxm 0.2 $947k 23k 41.90
Liberty Global Shs Cl A 0.2 $849k 25k 33.92
Incyte Corporation (INCY) 0.2 $817k 7.0k 116.71
Liberty Expedia Holdings Ser A Com 0.2 $744k 14k 53.14
Hingham Institution for Savings (HIFS) 0.2 $705k 3.7k 190.39
Commercehub Com Ser C 0.1 $554k 26k 21.36
Liberty Media Corp Delaware Com Ser A Frmla 0.1 $547k 15k 36.47
Commercehub Com Ser A 0.1 $488k 22k 22.55
Seattle Genetics 0.1 $349k 6.4k 54.36
Aquinox Pharmaceuticals 0.1 $268k 19k 14.18
Liberty Media Corp Delaware Com A Braves Grp 0.1 $241k 9.5k 25.37