Archon Partners as of Sept. 30, 2022
Portfolio Holdings for Archon Partners
Archon Partners holds 40 positions in its portfolio as reported in the September 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) | 8.5 | $45M | 167k | 267.02 | |
| Apple (AAPL) | 7.4 | $39M | 283k | 138.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $31M | 319k | 95.65 | |
| Anthem (ELV) | 5.6 | $30M | 65k | 454.25 | |
| Amazon (AMZN) | 5.4 | $28M | 250k | 113.00 | |
| Microsoft Corporation (MSFT) | 4.7 | $25M | 107k | 232.90 | |
| Lowe's Companies (LOW) | 4.5 | $24M | 125k | 187.81 | |
| Fiserv (FI) | 4.0 | $21M | 223k | 93.57 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $21M | 72k | 284.34 | |
| Visa Com Cl A (V) | 3.4 | $18M | 102k | 177.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $17M | 48k | 357.19 | |
| Equinix (EQIX) | 3.2 | $17M | 30k | 568.83 | |
| Blackstone Group Inc Com Cl A (BX) | 3.0 | $16M | 190k | 83.70 | |
| Lockheed Martin Corporation (LMT) | 3.0 | $16M | 41k | 386.30 | |
| Union Pacific Corporation (UNP) | 3.0 | $16M | 80k | 194.82 | |
| NVR (NVR) | 2.9 | $15M | 3.8k | 3986.99 | |
| Live Nation Entertainment (LYV) | 2.4 | $13M | 166k | 76.04 | |
| CoStar (CSGP) | 2.3 | $12M | 172k | 69.65 | |
| American Tower Reit (AMT) | 2.2 | $12M | 54k | 214.70 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.2 | $12M | 157k | 73.80 | |
| Walt Disney Company (DIS) | 1.8 | $9.6M | 102k | 94.33 | |
| Hilton Worldwide Holdings (HLT) | 1.8 | $9.3M | 77k | 120.62 | |
| SYSCO Corporation (SYY) | 1.7 | $9.1M | 129k | 70.71 | |
| Comcast Corp Cl A (CMCSA) | 1.7 | $9.0M | 306k | 29.33 | |
| TransDigm Group Incorporated (TDG) | 1.6 | $8.6M | 16k | 524.85 | |
| EOG Resources (EOG) | 1.6 | $8.2M | 74k | 111.73 | |
| Meta Platforms Cl A (META) | 1.5 | $8.1M | 60k | 135.68 | |
| S&p Global (SPGI) | 1.3 | $6.9M | 23k | 305.33 | |
| Servicenow (NOW) | 1.3 | $6.8M | 18k | 377.61 | |
| Occidental Petroleum Corporation (OXY) | 1.2 | $6.3M | 102k | 61.45 | |
| Transunion (TRU) | 1.1 | $5.7M | 97k | 59.49 | |
| Hyatt Hotels Corp Com Cl A (H) | 0.8 | $4.3M | 53k | 80.96 | |
| Constellation Brands Cl A (STZ) | 0.4 | $2.0M | 8.9k | 229.66 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $1.8M | 50k | 36.20 | |
| Sba Communications Corp Cl A (SBAC) | 0.3 | $1.8M | 6.2k | 284.68 | |
| Black Knight | 0.3 | $1.4M | 21k | 64.71 | |
| Asana Cl A (ASAN) | 0.3 | $1.3M | 60k | 22.23 | |
| Liberty Media Corp Del Com C Siriusxm | 0.2 | $932k | 25k | 37.70 | |
| Match Group (MTCH) | 0.2 | $860k | 18k | 47.78 | |
| Entegris (ENTG) | 0.1 | $747k | 9.0k | 83.00 |
