Archon Partners as of Dec. 31, 2018
Portfolio Holdings for Archon Partners
Archon Partners holds 48 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 8.6 | $34M | 168k | 204.18 | |
| Fiserv (FI) | 5.4 | $22M | 293k | 73.49 | |
| Amazon (AMZN) | 5.2 | $21M | 14k | 1501.97 | |
| Anthem (ELV) | 3.9 | $16M | 60k | 262.63 | |
| Apple (AAPL) | 3.7 | $15M | 95k | 157.74 | |
| Pfizer (PFE) | 3.4 | $14M | 316k | 43.65 | |
| Lockheed Martin Corporation (LMT) | 3.4 | $14M | 53k | 261.85 | |
| MasterCard Incorporated (MA) | 3.4 | $14M | 72k | 188.65 | |
| Visa (V) | 3.3 | $13M | 102k | 131.94 | |
| Alphabet Inc Class A cs (GOOGL) | 3.2 | $13M | 13k | 1044.96 | |
| Lowe's Companies (LOW) | 3.1 | $12M | 135k | 92.36 | |
| NewMarket Corporation (NEU) | 3.0 | $12M | 29k | 412.10 | |
| Microsoft Corporation (MSFT) | 3.0 | $12M | 117k | 101.57 | |
| Liberty Broadband Cl C (LBRDK) | 2.9 | $12M | 159k | 72.03 | |
| Walt Disney Company (DIS) | 2.8 | $11M | 102k | 109.65 | |
| Union Pacific Corporation (UNP) | 2.8 | $11M | 80k | 138.22 | |
| Equinix (EQIX) | 2.6 | $11M | 30k | 352.55 | |
| Wells Fargo & Company (WFC) | 2.6 | $10M | 223k | 46.08 | |
| Comcast Corporation (CMCSA) | 2.5 | $10M | 296k | 34.05 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.5 | $10M | 272k | 36.98 | |
| NVR (NVR) | 2.3 | $9.2M | 3.8k | 2437.07 | |
| Hca Holdings (HCA) | 2.2 | $8.9M | 72k | 124.46 | |
| PPG Industries (PPG) | 2.2 | $8.7M | 85k | 102.24 | |
| Facebook Inc cl a (META) | 2.1 | $8.6M | 66k | 131.09 | |
| Booking Holdings (BKNG) | 2.1 | $8.6M | 5.0k | 1722.40 | |
| Palo Alto Networks (PANW) | 2.1 | $8.3M | 44k | 188.34 | |
| Canadian Natl Ry (CNI) | 1.8 | $7.3M | 99k | 74.11 | |
| Johnson & Johnson (JNJ) | 1.8 | $7.3M | 57k | 129.05 | |
| Guidewire Software (GWRE) | 1.7 | $6.7M | 83k | 80.23 | |
| Altria (MO) | 1.6 | $6.3M | 128k | 49.39 | |
| Blackstone | 1.4 | $5.7M | 190k | 29.81 | |
| Liberty Media Corp Series C Li | 1.3 | $5.3M | 173k | 30.70 | |
| Twilio Inc cl a (TWLO) | 1.1 | $4.6M | 52k | 89.31 | |
| Transunion (TRU) | 1.1 | $4.5M | 80k | 56.80 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.7 | $2.9M | 119k | 24.89 | |
| IAC/InterActive | 0.4 | $1.6M | 8.8k | 183.07 | |
| Constellation Brands (STZ) | 0.4 | $1.4M | 8.9k | 160.79 | |
| Cme (CME) | 0.3 | $1.2M | 6.6k | 188.18 | |
| Fnf (FNF) | 0.3 | $1.3M | 40k | 31.45 | |
| Servicenow (NOW) | 0.2 | $979k | 5.5k | 178.00 | |
| Gci Liberty Incorporated | 0.2 | $975k | 24k | 41.14 | |
| Paypal Holdings (PYPL) | 0.2 | $925k | 11k | 84.09 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $832k | 23k | 36.81 | |
| Black Knight | 0.2 | $856k | 19k | 45.05 | |
| Hingham Institution for Savings (HIFS) | 0.2 | $732k | 3.7k | 197.68 | |
| Liberty Media Corp Del Com Ser | 0.1 | $505k | 17k | 29.71 | |
| Wynn Resorts (WYNN) | 0.1 | $396k | 4.0k | 99.00 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.1 | $237k | 9.5k | 24.95 |
