Archon Partners as of March 31, 2018
Portfolio Holdings for Archon Partners
Archon Partners holds 57 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.0 | $32M | 160k | 199.48 | |
| Fiserv (FI) | 4.5 | $21M | 293k | 71.31 | |
| Amazon (AMZN) | 4.4 | $20M | 14k | 1447.33 | |
| Lockheed Martin Corporation (LMT) | 3.9 | $18M | 53k | 337.92 | |
| Wells Fargo & Company (WFC) | 3.6 | $17M | 314k | 52.41 | |
| Apple (AAPL) | 3.5 | $16M | 95k | 167.78 | |
| Liberty Broadband Cl C (LBRDK) | 3.2 | $15M | 171k | 85.69 | |
| Anthem (ELV) | 2.9 | $13M | 60k | 219.70 | |
| MasterCard Incorporated (MA) | 2.8 | $13M | 72k | 175.17 | |
| Equinix (EQIX) | 2.7 | $13M | 30k | 418.15 | |
| Visa (V) | 2.6 | $12M | 102k | 119.62 | |
| NewMarket Corporation (NEU) | 2.6 | $12M | 30k | 401.69 | |
| Lowe's Companies (LOW) | 2.6 | $12M | 135k | 87.75 | |
| Pfizer (PFE) | 2.4 | $11M | 316k | 35.49 | |
| PPG Industries (PPG) | 2.4 | $11M | 100k | 111.60 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.4 | $11M | 272k | 40.85 | |
| Liberty Global Inc C | 2.4 | $11M | 363k | 30.43 | |
| Union Pacific Corporation (UNP) | 2.4 | $11M | 80k | 134.42 | |
| Bank of America Corporation (BAC) | 2.3 | $11M | 354k | 29.99 | |
| Facebook Inc cl a (META) | 2.3 | $11M | 66k | 159.79 | |
| Booking Holdings (BKNG) | 2.3 | $10M | 5.0k | 2080.40 | |
| Walt Disney Company (DIS) | 2.2 | $10M | 102k | 100.44 | |
| Comcast Corporation (CMCSA) | 2.2 | $10M | 296k | 34.17 | |
| Microsoft Corporation (MSFT) | 1.8 | $8.4M | 92k | 91.27 | |
| Delta Air Lines (DAL) | 1.8 | $8.1M | 147k | 54.81 | |
| Altria (MO) | 1.8 | $8.0M | 128k | 62.32 | |
| S&p Global (SPGI) | 1.8 | $8.0M | 42k | 191.07 | |
| Palo Alto Networks (PANW) | 1.7 | $8.0M | 44k | 181.52 | |
| Philip Morris International (PM) | 1.7 | $7.9M | 79k | 99.41 | |
| Equifax (EFX) | 1.7 | $7.6M | 65k | 117.82 | |
| Alibaba Group Holding (BABA) | 1.6 | $7.6M | 41k | 183.55 | |
| Paypal Holdings (PYPL) | 1.6 | $7.4M | 97k | 75.87 | |
| Canadian Natl Ry (CNI) | 1.6 | $7.2M | 99k | 73.13 | |
| American International (AIG) | 1.5 | $6.7M | 123k | 54.42 | |
| Guidewire Software (GWRE) | 1.4 | $6.6M | 82k | 80.83 | |
| FedEx Corporation (FDX) | 1.4 | $6.2M | 26k | 240.12 | |
| Federated Investors (FHI) | 1.4 | $6.2M | 186k | 33.40 | |
| Blackstone | 1.3 | $6.1M | 190k | 31.95 | |
| Liberty Media Corp Series C Li | 1.2 | $5.3M | 173k | 30.85 | |
| Transunion (TRU) | 1.0 | $4.5M | 80k | 56.78 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.6 | $2.7M | 119k | 22.82 | |
| NVR (NVR) | 0.5 | $2.1M | 766.00 | 2800.26 | |
| Constellation Brands (STZ) | 0.4 | $2.0M | 8.9k | 227.87 | |
| Fnf (FNF) | 0.3 | $1.4M | 36k | 40.03 | |
| Liberty Broadband Corporation (LBRDA) | 0.3 | $1.3M | 15k | 84.80 | |
| Activision Blizzard | 0.3 | $1.2M | 18k | 67.47 | |
| Gci Liberty Incorporated | 0.3 | $1.3M | 24k | 52.87 | |
| Wynn Resorts (WYNN) | 0.2 | $1.1M | 6.0k | 182.33 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $929k | 23k | 41.11 | |
| IAC/InterActive | 0.2 | $860k | 5.5k | 156.36 | |
| Black Knight | 0.2 | $871k | 19k | 47.08 | |
| Hingham Institution for Savings (HIFS) | 0.2 | $763k | 3.7k | 206.05 | |
| Liberty Global Inc Com Ser A | 0.2 | $784k | 25k | 31.33 | |
| Commercehub Inc Com Ser C | 0.1 | $583k | 26k | 22.47 | |
| Liberty Media Corp Del Com Ser | 0.1 | $498k | 17k | 29.29 | |
| Commercehub Inc Com Ser A | 0.1 | $487k | 22k | 22.51 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.1 | $216k | 9.5k | 22.74 |
