Archon Partners as of Sept. 30, 2018
Portfolio Holdings for Archon Partners
Archon Partners holds 53 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.0 | $34M | 160k | 214.11 | |
| Amazon (AMZN) | 5.7 | $28M | 14k | 2003.00 | |
| Fiserv (FI) | 4.9 | $24M | 293k | 82.38 | |
| Apple (AAPL) | 4.3 | $21M | 95k | 225.74 | |
| Lockheed Martin Corporation (LMT) | 3.7 | $18M | 53k | 345.96 | |
| Wells Fargo & Company (WFC) | 3.4 | $17M | 319k | 52.56 | |
| Anthem (ELV) | 3.4 | $16M | 60k | 274.05 | |
| MasterCard Incorporated (MA) | 3.3 | $16M | 72k | 222.61 | |
| Lowe's Companies (LOW) | 3.1 | $15M | 135k | 114.82 | |
| Visa (V) | 3.1 | $15M | 102k | 150.09 | |
| Pfizer (PFE) | 2.8 | $14M | 316k | 44.07 | |
| Liberty Broadband Cl C (LBRDK) | 2.7 | $13M | 159k | 84.30 | |
| Union Pacific Corporation (UNP) | 2.7 | $13M | 80k | 162.82 | |
| Equinix (EQIX) | 2.6 | $13M | 30k | 432.89 | |
| Microsoft Corporation (MSFT) | 2.5 | $12M | 105k | 114.37 | |
| Walt Disney Company (DIS) | 2.4 | $12M | 102k | 116.94 | |
| NewMarket Corporation (NEU) | 2.4 | $12M | 29k | 405.52 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.4 | $12M | 272k | 43.45 | |
| Facebook Inc cl a (META) | 2.2 | $11M | 66k | 164.46 | |
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $11M | 9.0k | 1207.03 | |
| Bank of America Corporation (BAC) | 2.2 | $11M | 361k | 29.46 | |
| Comcast Corporation (CMCSA) | 2.1 | $11M | 296k | 35.41 | |
| Hca Holdings (HCA) | 2.0 | $10M | 72k | 139.12 | |
| Palo Alto Networks (PANW) | 2.0 | $9.9M | 44k | 225.25 | |
| Booking Holdings (BKNG) | 2.0 | $9.9M | 5.0k | 1984.00 | |
| PPG Industries (PPG) | 1.9 | $9.3M | 85k | 109.13 | |
| Canadian Natl Ry (CNI) | 1.8 | $8.9M | 99k | 89.80 | |
| Paypal Holdings (PYPL) | 1.8 | $8.9M | 101k | 87.84 | |
| Guidewire Software (GWRE) | 1.7 | $8.4M | 83k | 101.01 | |
| S&p Global (SPGI) | 1.7 | $8.2M | 42k | 195.38 | |
| Altria (MO) | 1.6 | $7.7M | 128k | 60.31 | |
| Blackstone | 1.5 | $7.2M | 190k | 38.08 | |
| Liberty Media Corp Series C Li | 1.3 | $6.4M | 173k | 37.19 | |
| FedEx Corporation (FDX) | 1.3 | $6.3M | 26k | 240.81 | |
| Transunion (TRU) | 1.2 | $5.9M | 80k | 73.58 | |
| Seattle Genetics | 1.2 | $5.7M | 74k | 77.12 | |
| Marathon Petroleum Corp (MPC) | 0.9 | $4.5M | 56k | 79.96 | |
| Philip Morris International (PM) | 0.9 | $4.3M | 53k | 81.55 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.7 | $3.2M | 119k | 27.25 | |
| IAC/InterActive | 0.4 | $1.9M | 8.8k | 216.70 | |
| Constellation Brands (STZ) | 0.4 | $1.9M | 8.9k | 215.62 | |
| NVR (NVR) | 0.4 | $1.9M | 766.00 | 2471.28 | |
| Activision Blizzard | 0.3 | $1.6M | 19k | 83.21 | |
| Fnf (FNF) | 0.3 | $1.4M | 36k | 39.34 | |
| Gci Liberty Incorporated | 0.2 | $1.2M | 24k | 51.01 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $982k | 23k | 43.45 | |
| Black Knight | 0.2 | $961k | 19k | 51.95 | |
| Cme (CME) | 0.2 | $919k | 5.4k | 170.19 | |
| Hingham Institution for Savings (HIFS) | 0.2 | $814k | 3.7k | 219.82 | |
| Wynn Resorts (WYNN) | 0.2 | $762k | 6.0k | 127.00 | |
| Servicenow (NOW) | 0.1 | $587k | 3.0k | 195.67 | |
| Liberty Media Corp Del Com Ser | 0.1 | $605k | 17k | 35.59 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.1 | $259k | 9.5k | 27.26 |
