Archon Partners

Archon Partners as of Dec. 31, 2010

Portfolio Holdings for Archon Partners

Archon Partners holds 72 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 15.2 $39M 310k 125.80
Amazon (AMZN) 3.3 $8.5M 47k 180.00
Grupo Televisa (TV) 2.9 $7.5M 290k 25.93
American Tower Corporation 2.6 $6.7M 130k 51.64
Union Pacific Corporation (UNP) 2.6 $6.6M 71k 92.66
Google 2.3 $5.9M 10k 594.00
Rosetta Resources 2.3 $5.9M 158k 37.64
BE Aerospace 2.3 $5.8M 157k 37.03
Directv 2.2 $5.7M 143k 39.93
Dollar Tree (DLTR) 2.2 $5.7M 102k 56.08
Coca-cola Enterprises 2.2 $5.7M 227k 25.03
BP (BP) 2.2 $5.6M 126k 44.17
Bank of America Corporation (BAC) 2.1 $5.4M 407k 13.34
Discovery Communications 2.1 $5.3M 145k 36.69
Liberty Global 2.1 $5.3M 150k 35.38
ConocoPhillips (COP) 2.0 $5.2M 76k 68.11
Express Scripts 2.0 $5.1M 94k 54.05
EMC Corporation 2.0 $5.0M 220k 22.90
Starwood Hotels & Resorts Worldwide 1.9 $5.0M 82k 60.78
Teck Resources Ltd cl b (TECK) 1.9 $5.0M 81k 61.82
Philip Morris International (PM) 1.9 $5.0M 85k 58.53
Equity Residential (EQR) 1.9 $4.9M 95k 51.95
Alpha Natural Resources 1.8 $4.5M 76k 60.00
Brigham Exploration Company 1.8 $4.5M 165k 27.24
Emerson Electric (EMR) 1.7 $4.4M 77k 57.17
eBay (EBAY) 1.7 $4.4M 158k 27.83
Baker Hughes Incorporated 1.7 $4.3M 75k 57.17
General Mtrs Co jr pfd cnv srb 1.7 $4.3M 79k 54.11
Microsoft Corporation (MSFT) 1.6 $4.2M 150k 27.91
Pioneer Natural Resources 1.6 $4.2M 48k 86.81
Harman International Industries 1.5 $3.8M 81k 46.30
Hldgs (UAL) 1.4 $3.6M 150k 23.82
Apple (AAPL) 1.4 $3.5M 11k 322.55
CB Richard Ellis 1.4 $3.5M 173k 20.48
Verisign (VRSN) 1.3 $3.3M 100k 32.67
Martin Marietta Materials (MLM) 1.2 $3.1M 34k 92.24
Hartford Finl Svcs Group Inc dep conv p 1.1 $2.9M 113k 25.61
Mosaic Company 1.1 $2.9M 38k 76.37
Molson Coors Brewing Company (TAP) 1.1 $2.8M 56k 50.20
Brookfield Asset Management 1.1 $2.7M 82k 33.29
SandRidge Energy 1.0 $2.7M 365k 7.32
National-Oilwell Var 1.0 $2.6M 38k 67.26
Baidu (BIDU) 1.0 $2.6M 27k 96.51
Illumina (ILMN) 1.0 $2.5M 40k 63.35
Winthrop Realty Trust 0.9 $2.4M 188k 12.79
MGM Resorts International. (MGM) 0.9 $2.2M 148k 14.85
American International (AIG) 0.8 $2.2M 38k 57.63
Cenovus Energy (CVE) 0.8 $2.1M 63k 33.24
Oil Service HOLDRs 0.4 $984k 7.0k 140.57
SBA Communications Corporation 0.3 $778k 19k 40.95
Whiting Petroleum Corporation 0.3 $668k 5.7k 117.19
Cliffs Natural Resources 0.2 $624k 8.0k 78.00
Dr Pepper Snapple 0.2 $566k 16k 35.16
Coca-Cola HBC 0.2 $479k 19k 25.88
MercadoLibre (MELI) 0.2 $467k 7.0k 66.71
Strategic Hotels & Resorts 0.2 $434k 82k 5.29
Under Armour (UAA) 0.2 $439k 8.0k 54.88
NetApp (NTAP) 0.2 $412k 7.5k 54.93
SPDR Gold Trust (GLD) 0.2 $416k 3.0k 138.67
Perrigo Company 0.2 $412k 6.5k 63.38
VMware 0.2 $400k 4.5k 88.89
Howard Hughes 0.1 $381k 7.0k 54.43
Ruddick Corporation 0.1 $361k 9.8k 36.84
General Growth Properties 0.1 $333k 22k 15.49
Boston Beer Company (SAM) 0.1 $304k 3.2k 95.00
Hansen Natural Corporation 0.1 $288k 5.5k 52.36
Energy Select Sector SPDR (XLE) 0.1 $273k 4.0k 68.25
Tenne 0.1 $288k 7.0k 41.14
Cit 0.1 $259k 5.5k 47.09
Magna Intl Inc cl a (MGA) 0.1 $260k 5.0k 52.00
EXCO Resources 0.1 $214k 11k 19.45
priceline.com Incorporated 0.1 $212k 530.00 400.00