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  Name: ARCHON PARTNERS LLC
  City: NEW YORK
  State: NY
  Zip: 10019
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $725,667,000
  Total Value Change : $86,333,000
  Securities Held Change : 1
   
All Securities Held : 41
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 7
  Unchanged Positions : 26
  Decreased Positions : 4

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Holdings Found : 44     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $416.93 $63,057,000 176,800 8.69% 1,124,000 0 0.013    Property & Casualty I...
   (AAPL)1 Year Chart         AAPL Apple Inc 2 - $173.31 $49,095,000 255,000 6.77% 5,436,000 0 0.001    Personal Computers
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 3 - $150.87 $44,176,000 316,240 6.09% 2,793,000 0 0.005    Search Engines & Info...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 4 - $421.43 $38,356,000 102,000 5.29% 6,149,000 0 0.001    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 5 - $179.83 $37,933,000 249,660 5.23% 6,196,000 0 0.002    Internet Software & S...
   (ANTM)1 Year Chart         ANTM Anthem Inc 6 - $519.96 $30,651,000 65,000 4.22% 2,349,000 0 0.026    N/A
   (FISV)1 Year Chart         FISV Fiserv Inc 7 - $159.33 $29,623,000 223,000 4.08% 4,433,000 0 0.033    Business Software & S...
   (MA)1 Year Chart         MA MasterCard Inc A 8 - $477.95 $28,363,000 66,500 3.91% 2,035,000 0 0.007    Business Services
   (LOW)1 Year Chart         LOW Lowes Companies Inc 9 - $253.33 $27,819,000 125,000 3.83% 1,839,000 0 0.017    Home Improvement Stores
   (NVR)1 Year Chart         NVR NVR Inc 10 - $7,980.74 $26,364,000 3,766 3.63% 3,906,000 0 0.087    Residential Construct...
   (V)1 Year Chart         V Visa Inc 11 - $279.02 $25,775,000 99,000 3.55% 4,154,000 5,000 0.006    Business Services
   (BX)1 Year Chart         BX Blackstone Group LP 12 - $130.89 $24,875,000 190,000 3.43% 4,518,000 0 0.028    Asset Management
   (EQIX)1 Year Chart         EQIX Equinix Inc 13 - $815.31 $24,001,000 29,800 3.31% 2,358,000 0 0.026    Telecom Services - Do...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 14 - $523.17 $23,338,000 49,100 3.22% 6,196,000 9,000 0.001    Closed - End Fund - E...
   (UNP)1 Year Chart         UNP Union Pacific Corp 15 - $244.63 $21,615,000 88,000 2.98% 5,325,000 8,000 0.013    Railroads
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 16 - $456.78 $18,356,000 40,500 2.53% 1,793,000 0 0.014    Aerospace/Defense - M...
   (TDG)1 Year Chart         TDG Transdigm Group Inc 17 - $1,233.80 $17,501,000 17,300 2.41% 2,915,000 0 0.032    Aerospace/Defense Pro...
   (FB)1 Year Chart         FB Meta Platforms Inc 18 - $493.86 $16,990,000 48,000 2.34% 2,580,000 0 0.002    Internet Service Prov...
   (CSGP)1 Year Chart         CSGP CoStar Group Inc 19 - $96.22 $16,211,000 185,500 2.23% 1,948,000 0 0.046    Business Software & S...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 20 - $199.52 $13,608,000 80,000 1.88% 2,296,000 2,000 0.003    Domestic Money Center...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 21 - $759.00 $12,717,000 18,000 1.75% 2,656,000 0 0.009    Information Technolog...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 22 - $78.11 $11,058,000 179,600 1.52% 2,798,000 0 0.01    N/A
   (H)1 Year Chart         H Hyatt Hotels Corp 23 - $160.84 $10,694,000 82,000 1.47% 4,064,000 19,500 0.152    Lodging
   (NFLX)1 Year Chart         NFLX Netflix Inc 24 - $613.53 $10,249,000 21,050 1.41% 2,301,000 0 0.005    Music & Video Stores
   (WDAY)1 Year Chart         WDAY Workday, Inc. 25 - $273.62 $9,938,000 36,000 1.37% 4,244,000 9,500 0.018    Application Software
   (DHI)1 Year Chart         DHI DR Horton Inc 26 New $162.05 $9,423,000 62,000 1.3% 9,423,000 62,000 0.017    Residential Construct...
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 27 New $71.59 $9,301,000 120,000 1.28% 9,301,000 120,000 0.004    N/A
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. 28 - $214.34 $9,250,000 50,800 1.27% 4,324,000 18,000 0.018    Lodging
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 29 - $43.07 $9,209,000 210,000 1.27% -102,000 0 0.005    CATV Systems
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 30 - $64.20 $9,148,000 153,200 1.26% -2,375,000 -24,400 0.016    Independent Oil & Gas
   (MDT)1 Year Chart         MDT Medtronic Plc 31 New $86.92 $8,979,000 109,000 1.24% 8,979,000 109,000 0.008    Medical Appliances & ...
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 32 - $57.07 $8,945,000 111,000 1.23% -1,192,000 0 0.074    N/A
   (AMT)1 Year Chart         AMT American Tower Corp 33 - $197.38 $8,635,000 40,000 1.19% -1,561,000 -22,000 0.008    Integrated Telecommun...
   (LYV)1 Year Chart         LYV Live Nation Inc 34 - $106.81 $8,050,000 86,000 1.11% 909,000 0 0.039    Business Services
   (DIS)1 Year Chart         DIS Walt Disney Co 35 - $120.98 $5,417,000 60,000 0.75% 554,000 0 0.003    Entertainment - Diver...
   (FNF)1 Year Chart         FNF Fidelity National Financial... 36 - $51.96 $2,296,000 45,000 0.32% 231,000 -5,000 0.015    Surety & Title Insurance
   (STZ)1 Year Chart         STZ Constellation Brands Inc 37 - $272.04 $1,892,000 7,825 0.26% -75,000 0 0.005    Beverage - Wineries &...
   (IR)1 Year Chart         IR Ingersoll Rand Inc 38 - $95.26 $1,276,000 16,500 0.18% 225,000 0 0.004    N/A
   (TRU)1 Year Chart         TRU Transunion 39 - $78.60 $797,000 11,600 0.11% -72,000 -500 0.006    N/A
   (LSXMK)1 Year Chart         LSXMK Liberty Media Corporation S... 40 - $32.83 $455,000 15,820 0.06% 52,000 0 0.007    Entertainment - Diver...
   (LLYVK)1 Year Chart         LLYVK Liberty Media Corporation 41 New $74.10 $231,000 6,180 0.03% 231,000 6,180 0.004    Entertainment - Diver...
   (MRK)1 Year Chart         MRK Merck & Co Inc 44 Closed $131.75 $0 0 0% -8,493,000 -82,500 0    Drug Manufacturers - ...
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 42 Closed $166.41 $0 0 0% -10,428,000 -76,000 0    N/A
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 43 Closed $136.98 $0 0 0% -10,004,000 -90,932 0    Business Services

      44 Records Found
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