$458 Million is the total value of Archon Partners LLC's 57 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BKNG | New | BOOKING HLDGS INC | $10,402,000 | – | 5,000 | +100.0% | 2.27% | – |
MSFT | New | MICROSOFT CORP | $8,397,000 | – | 92,000 | +100.0% | 1.83% | – |
PANW | New | PALO ALTO NETWORKS INC | $7,987,000 | – | 44,000 | +100.0% | 1.74% | – |
PYPL | New | PAYPAL HLDGS INC | $7,359,000 | – | 97,000 | +100.0% | 1.61% | – |
GLIBA | New | GCI LIBERTY INC | $1,253,000 | – | 23,700 | +100.0% | 0.27% | – |
IAC | New | IAC INTERACTIVECORP | $860,000 | – | 5,500 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FISERV INC | 42 | Q3 2023 | 5.4% |
LOCKHEED MARTIN CORP | 42 | Q3 2023 | 4.0% |
LOWES COS INC | 42 | Q3 2023 | 4.5% |
MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.2% |
VISA INC | 42 | Q3 2023 | 3.6% |
UNION PACIFIC CORP | 42 | Q3 2023 | 3.0% |
DISNEY WALT CO | 42 | Q3 2023 | 3.1% |
CONSTELLATION BRANDS INC | 42 | Q3 2023 | 0.4% |
APPLE INC | 41 | Q3 2023 | 7.6% |
META PLATFORMS INC | 38 | Q3 2023 | 3.1% |
View Archon Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View Archon Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.