Archon Partners as of Dec. 31, 2022
Portfolio Holdings for Archon Partners
Archon Partners holds 40 positions in its portfolio as reported in the December 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) | 9.3 | $52M | 167k | 308.90 | |
| Apple (AAPL) | 6.6 | $37M | 283k | 129.93 | |
| Anthem (ELV) | 6.0 | $33M | 65k | 512.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $28M | 316k | 88.23 | |
| Microsoft Corporation (MSFT) | 4.6 | $26M | 107k | 239.82 | |
| Lowe's Companies (LOW) | 4.5 | $25M | 125k | 199.24 | |
| Mastercard Incorporated Cl A (MA) | 4.2 | $23M | 67k | 347.73 | |
| Fiserv (FI) | 4.1 | $23M | 223k | 101.07 | |
| Amazon (AMZN) | 3.8 | $21M | 250k | 84.00 | |
| Lockheed Martin Corporation (LMT) | 3.6 | $20M | 41k | 486.49 | |
| Visa Com Cl A (V) | 3.5 | $20M | 94k | 207.76 | |
| Equinix (EQIX) | 3.5 | $20M | 30k | 655.03 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.5 | $19M | 51k | 382.43 | |
| NVR (NVR) | 3.1 | $17M | 3.8k | 4612.58 | |
| Union Pacific Corporation (UNP) | 3.0 | $17M | 80k | 207.07 | |
| Blackstone Group Inc Com Cl A (BX) | 2.5 | $14M | 190k | 74.19 | |
| CoStar (CSGP) | 2.5 | $14M | 180k | 77.28 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.2 | $12M | 157k | 76.27 | |
| American Tower Reit (AMT) | 2.1 | $12M | 55k | 211.86 | |
| Live Nation Entertainment (LYV) | 2.1 | $12M | 166k | 69.74 | |
| Comcast Corp Cl A (CMCSA) | 1.9 | $10M | 296k | 34.97 | |
| TransDigm Group Incorporated (TDG) | 1.9 | $10M | 16k | 629.65 | |
| SYSCO Corporation (SYY) | 1.8 | $9.9M | 129k | 76.45 | |
| EOG Resources (EOG) | 1.7 | $9.5M | 74k | 129.52 | |
| Merck & Co (MRK) | 1.7 | $9.2M | 83k | 110.95 | |
| Walt Disney Company (DIS) | 1.6 | $8.8M | 102k | 86.88 | |
| Occidental Petroleum Corporation (OXY) | 1.4 | $7.9M | 126k | 62.99 | |
| Servicenow (NOW) | 1.3 | $7.0M | 18k | 388.27 | |
| Meta Platforms Cl A (META) | 1.2 | $6.8M | 57k | 120.34 | |
| Deere & Company (DE) | 1.2 | $6.6M | 15k | 428.76 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.0 | $5.4M | 60k | 90.45 | |
| Bank of America Corporation (BAC) | 0.9 | $5.0M | 150k | 33.12 | |
| Hilton Worldwide Holdings (HLT) | 0.7 | $4.1M | 33k | 126.36 | |
| Apollo Global Mgmt (APO) | 0.6 | $3.5M | 55k | 63.79 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $1.9M | 50k | 37.62 | |
| Constellation Brands Cl A (STZ) | 0.3 | $1.8M | 7.8k | 231.75 | |
| Sba Communications Corp Cl A (SBAC) | 0.3 | $1.5M | 5.4k | 280.31 | |
| Black Knight | 0.2 | $1.3M | 21k | 61.75 | |
| Liberty Media Corp Del Com C Siriusxm | 0.2 | $967k | 25k | 39.13 | |
| Transunion (TRU) | 0.1 | $658k | 12k | 56.75 |
