Archon Partners as of June 30, 2018
Portfolio Holdings for Archon Partners
Archon Partners holds 54 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.5 | $30M | 160k | 186.65 | |
| Amazon (AMZN) | 5.2 | $24M | 14k | 1699.78 | |
| Fiserv (FI) | 4.7 | $22M | 293k | 74.09 | |
| Wells Fargo & Company (WFC) | 3.8 | $18M | 319k | 55.44 | |
| Apple (AAPL) | 3.8 | $18M | 95k | 185.11 | |
| Lockheed Martin Corporation (LMT) | 3.4 | $16M | 53k | 295.43 | |
| Anthem (ELV) | 3.1 | $14M | 60k | 238.03 | |
| MasterCard Incorporated (MA) | 3.1 | $14M | 72k | 196.52 | |
| Visa (V) | 2.9 | $14M | 102k | 132.45 | |
| Lowe's Companies (LOW) | 2.8 | $13M | 135k | 95.57 | |
| Facebook Inc cl a (META) | 2.8 | $13M | 66k | 194.32 | |
| Equinix (EQIX) | 2.8 | $13M | 30k | 429.90 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.7 | $12M | 272k | 45.36 | |
| Liberty Broadband Cl C (LBRDK) | 2.6 | $12M | 161k | 75.72 | |
| NewMarket Corporation (NEU) | 2.6 | $12M | 29k | 404.49 | |
| Pfizer (PFE) | 2.5 | $12M | 316k | 36.28 | |
| Union Pacific Corporation (UNP) | 2.5 | $11M | 80k | 141.68 | |
| Walt Disney Company (DIS) | 2.3 | $11M | 102k | 104.81 | |
| Microsoft Corporation (MSFT) | 2.2 | $10M | 105k | 98.61 | |
| Bank of America Corporation (BAC) | 2.2 | $10M | 361k | 28.19 | |
| Booking Holdings (BKNG) | 2.2 | $10M | 5.0k | 2027.00 | |
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $10M | 8.9k | 1129.16 | |
| Comcast Corporation (CMCSA) | 2.1 | $9.7M | 296k | 32.81 | |
| Palo Alto Networks (PANW) | 2.0 | $9.0M | 44k | 205.48 | |
| PPG Industries (PPG) | 1.9 | $8.8M | 85k | 103.73 | |
| S&p Global (SPGI) | 1.9 | $8.6M | 42k | 203.88 | |
| Paypal Holdings (PYPL) | 1.8 | $8.4M | 101k | 83.27 | |
| Alibaba Group Holding (BABA) | 1.8 | $8.2M | 44k | 185.54 | |
| Canadian Natl Ry (CNI) | 1.8 | $8.1M | 99k | 81.75 | |
| Marathon Petroleum Corp (MPC) | 1.7 | $7.8M | 111k | 70.16 | |
| Guidewire Software (GWRE) | 1.6 | $7.4M | 83k | 88.78 | |
| Altria (MO) | 1.6 | $7.3M | 128k | 56.79 | |
| Hca Holdings (HCA) | 1.6 | $7.2M | 71k | 102.60 | |
| Liberty Media Corp Series C Li | 1.4 | $6.4M | 173k | 37.13 | |
| 1.3 | $6.2M | 141k | 43.67 | ||
| Blackstone | 1.3 | $6.1M | 190k | 32.17 | |
| FedEx Corporation (FDX) | 1.3 | $5.9M | 26k | 227.08 | |
| Transunion (TRU) | 1.2 | $5.7M | 80k | 71.64 | |
| Philip Morris International (PM) | 1.1 | $4.9M | 61k | 80.74 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.7 | $3.1M | 119k | 25.86 | |
| NVR (NVR) | 0.5 | $2.3M | 766.00 | 2969.97 | |
| Constellation Brands (STZ) | 0.4 | $1.9M | 8.9k | 218.88 | |
| Activision Blizzard | 0.3 | $1.4M | 18k | 76.32 | |
| IAC/InterActive | 0.3 | $1.3M | 8.8k | 152.50 | |
| Fnf (FNF) | 0.3 | $1.4M | 36k | 37.62 | |
| Liberty Broadband Corporation (LBRDA) | 0.2 | $1.1M | 15k | 75.67 | |
| Gci Liberty Incorporated | 0.2 | $1.1M | 24k | 45.06 | |
| Wynn Resorts (WYNN) | 0.2 | $1.0M | 6.0k | 167.33 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $1.0M | 23k | 45.04 | |
| Black Knight | 0.2 | $991k | 19k | 53.57 | |
| Hingham Institution for Savings (HIFS) | 0.2 | $814k | 3.7k | 219.82 | |
| Cme (CME) | 0.2 | $803k | 4.9k | 163.88 | |
| Liberty Media Corp Del Com Ser | 0.1 | $600k | 17k | 35.29 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.1 | $244k | 9.5k | 25.68 |
