Archon Partners as of June 30, 2022
Portfolio Holdings for Archon Partners
Archon Partners holds 38 positions in its portfolio as reported in the June 2022 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) | 8.0 | $46M | 167k | 273.02 | |
| Apple (AAPL) | 6.8 | $39M | 283k | 136.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $35M | 16k | 2179.25 | |
| Anthem (ELV) | 5.5 | $31M | 65k | 482.58 | |
| Microsoft Corporation (MSFT) | 4.8 | $28M | 107k | 256.83 | |
| Amazon (AMZN) | 4.7 | $27M | 250k | 106.21 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $23M | 72k | 315.48 | |
| Lowe's Companies (LOW) | 3.8 | $22M | 125k | 174.67 | |
| Visa Com Cl A (V) | 3.5 | $20M | 102k | 196.89 | |
| Fiserv (FI) | 3.5 | $20M | 223k | 88.97 | |
| Equinix (EQIX) | 3.4 | $20M | 30k | 657.01 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.2 | $18M | 157k | 115.64 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $18M | 48k | 377.25 | |
| Lockheed Martin Corporation (LMT) | 3.1 | $17M | 41k | 429.95 | |
| Blackstone Group Inc Com Cl A (BX) | 3.0 | $17M | 190k | 91.23 | |
| Union Pacific Corporation (UNP) | 3.0 | $17M | 80k | 213.28 | |
| NVR (NVR) | 2.6 | $15M | 3.8k | 4004.25 | |
| Live Nation Entertainment (LYV) | 2.4 | $14M | 166k | 82.58 | |
| TransDigm Group Incorporated (TDG) | 2.4 | $14M | 25k | 536.65 | |
| American Tower Reit (AMT) | 2.2 | $13M | 50k | 255.60 | |
| Comcast Corp Cl A (CMCSA) | 2.1 | $12M | 306k | 39.24 | |
| Canadian Natl Ry (CNI) | 2.0 | $11M | 99k | 112.47 | |
| CoStar (CSGP) | 1.9 | $11M | 183k | 60.41 | |
| Meta Platforms Cl A (META) | 1.9 | $11M | 68k | 161.25 | |
| SYSCO Corporation (SYY) | 1.8 | $11M | 124k | 84.71 | |
| Walt Disney Company (DIS) | 1.7 | $9.6M | 102k | 94.40 | |
| Transunion (TRU) | 1.6 | $9.4M | 117k | 79.99 | |
| Servicenow (NOW) | 1.5 | $8.6M | 18k | 475.50 | |
| Hilton Worldwide Holdings (HLT) | 1.3 | $7.6M | 68k | 111.44 | |
| Nike CL B (NKE) | 1.2 | $6.6M | 65k | 102.20 | |
| Boston Properties (BXP) | 1.1 | $6.2M | 70k | 88.99 | |
| EOG Resources (EOG) | 0.9 | $5.2M | 47k | 110.44 | |
| Constellation Brands Cl A (STZ) | 0.4 | $2.1M | 8.9k | 233.03 | |
| Sba Communications Corp Cl A (SBAC) | 0.3 | $1.9M | 5.8k | 320.00 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $1.8M | 50k | 36.96 | |
| Match Group (MTCH) | 0.2 | $1.4M | 20k | 69.70 | |
| Black Knight | 0.2 | $1.4M | 21k | 65.38 | |
| Liberty Media Corp Del Com C Siriusxm | 0.2 | $891k | 25k | 36.04 |
