HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$63,057 | ||
| BRK.B | 176,800 | UNCH | $63,057 |
 APPLE INC |
255,000 | UNCH | $49,095 |
| AAPL | 255,000 | UNCH | $49,095 |
| ALPHABET INC |
316,240 | UNCH | $44,176 |
| GOOGL | 316,240 | UNCH | $44,176 |
| MICROSOFT CORP |
102,000 | UNCH | $38,356 |
| MSFT | 102,000 | UNCH | $38,356 |
| AMAZON COM INC |
249,660 | UNCH | $37,933 |
| AMZN | 249,660 | UNCH | $37,933 |
| ELEVANCE HEALTH INC |
65,000 | UNCH | $30,651 |
| ELV | 65,000 | UNCH | $30,651 |
| FISERV INC |
223,000 | +223,000 | $29,623 |
| FI | 223,000 | +223,000 | $29,623 |
| MASTERCARD INCORPORATED |
66,500 | UNCH | $28,363 |
| MA | 66,500 | UNCH | $28,363 |
| LOWES COS INC |
125,000 | UNCH | $27,819 |
| LOW | 125,000 | UNCH | $27,819 |
| NVR INC |
3,766 | UNCH | $26,364 |
| NVR | 3,766 | UNCH | $26,364 |
| VISA INC |
99,000 | +5,000 | $25,775 |
| V | 99,000 | +5,000 | $25,775 |
| BLACKSTONE INC |
190,000 | UNCH | $24,875 |
| BX | 190,000 | UNCH | $24,875 |
| EQUINIX INC |
29,800 | UNCH | $24,001 |
| EQIX | 29,800 | UNCH | $24,001 |
| SPDR S&P 500 ETF TR (SPY) |
49,100 | +9,000 | $23,338 |
| SPY | 49,100 | +9,000 | $23,338 |
| UNION PAC CORP |
88,000 | +8,000 | $21,615 |
| UNP | 88,000 | +8,000 | $21,615 |
| LOCKHEED MARTIN CORP |
40,500 | UNCH | $18,356 |
| LMT | 40,500 | UNCH | $18,356 |
| TRANSDIGM GROUP INC |
17,300 | UNCH | $17,501 |
| TDG | 17,300 | UNCH | $17,501 |
| META PLATFORMS INC |
48,000 | UNCH | $16,990 |
| META | 48,000 | UNCH | $16,990 |
| COSTAR GROUP INC |
185,500 | UNCH | $16,211 |
| CSGP | 185,500 | UNCH | $16,211 |
| JPMORGAN CHASE & CO |
80,000 | +2,000 | $13,608 |
| JPM | 80,000 | +2,000 | $13,608 |
| SERVICENOW INC |
18,000 | UNCH | $12,717 |
| NOW | 18,000 | UNCH | $12,717 |
| UBER TECHNOLOGIES INC |
179,600 | UNCH | $11,058 |
| UBER | 179,600 | UNCH | $11,058 |
| HYATT HOTELS CORP |
82,000 | +19,500 | $10,694 |
| H | 82,000 | +19,500 | $10,694 |
| NETFLIX INC |
21,050 | UNCH | $10,249 |
| NFLX | 21,050 | UNCH | $10,249 |
| WORKDAY INC |
36,000 | +9,500 | $9,938 |
| WDAY | 36,000 | +9,500 | $9,938 |
| D R HORTON INC |
62,000 | +62,000 | $9,423 |
| DHI | 62,000 | +62,000 | $9,423 |
| ALIBABA GROUP HLDG LTD |
120,000 | +120,000 | $9,301 |
| BABA | 120,000 | +120,000 | $9,301 |
| HILTON WORLDWIDE HLDGS INC |
50,800 | +18,000 | $9,250 |
| HLT | 50,800 | +18,000 | $9,250 |
| COMCAST CORP NEW |
210,000 | UNCH | $9,208 |
| CMCSA | 210,000 | UNCH | $9,208 |
| OCCIDENTAL PETE CORP |
153,200 | -24,400 | $9,148 |
| OXY | 153,200 | -24,400 | $9,148 |
| MEDTRONIC PLC |
109,000 | +109,000 | $8,979 |
| MDT | 109,000 | +109,000 | $8,979 |
| LIBERTY BROADBAND CORP |
111,000 | UNCH | $8,945 |
| LBRDK | 111,000 | UNCH | $8,945 |
| AMERICAN TOWER CORP NEW |
40,000 | -22,000 | $8,635 |
| AMT | 40,000 | -22,000 | $8,635 |
| LIVE NATION ENTERTAINMENT IN |
86,000 | UNCH | $8,050 |
| LYV | 86,000 | UNCH | $8,050 |
| DISNEY WALT CO |
60,000 | UNCH | $5,417 |
| DIS | 60,000 | UNCH | $5,417 |
| FIDELITY NATIONAL FINANCIAL |
45,000 | -5,000 | $2,296 |
| FNF | 45,000 | -5,000 | $2,296 |
| CONSTELLATION BRANDS INC |
7,825 | UNCH | $1,892 |
| STZ | 7,825 | UNCH | $1,892 |
| INGERSOLL RAND INC |
16,500 | UNCH | $1,276 |
| IR | 16,500 | UNCH | $1,276 |
| TRANSUNION |
11,600 | -500 | $797 |
| TRU | 11,600 | -500 | $797 |
| LIBERTY MEDIA CORP DEL |
15,820 | UNCH | $455 |
| LSXMK | 15,820 | UNCH | $455 |
| LIBERTY MEDIA CORP DEL |
6,180 | +6,180 | $231 |
| LLYVK | 6,180 | +6,180 | $231 |
| AIRBNB INC |
$0 (exited) | ||
| ABNB | 0 | -76,000 | $0 |
| FISERV INC |
$0 (exited) | ||
| FISV | 0 | -223,000 | $0 |
| INTERCONTINENTAL EXCHANGE IN |
$0 (exited) | ||
| ICE | 0 | -90,932 | $0 |
| MERCK & CO INC |
0 | -82,500 | $0 (exited) |
| MRK | 0 | -82,500 | $0 |
See Summary: Archon Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Archon Partners LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| FI | +223,000 | +$29,623 |
| DHI | +62,000 | +$9,423 |
| BABA | +120,000 | +$9,301 |
| MDT | +109,000 | +$8,979 |
| LLYVK | +6,180 | +$231 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| FISV | -223,000 | -$25,190 |
| ABNB | -76,000 | -$10,428 |
| ICE | -90,932 | -$10,004 |
| MRK | -82,500 | -$8,493 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| H | +19,500 | +$4,064 |
| HLT | +18,000 | +$4,324 |
| WDAY | +9,500 | +$4,244 |
| SPY | +9,000 | +$6,196 |
| UNP | +8,000 | +$5,325 |
| V | +5,000 | +$4,154 |
| JPM | +2,000 | +$2,296 |
| BRK | UNCH | +$1,124 |
| AAPL | UNCH | +$5,436 |
| GOOGL | UNCH | +$2,793 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| OXY | -24,400 | -$2,375 |
| AMT | -22,000 | -$1,561 |
| FNF | -5,000 | +$231 |
| TRU | -500 | -$72 |
| LSXMK | UNCH | +$52 |
| IR | UNCH | +$225 |
| STZ | UNCH | -$75 |
| DIS | UNCH | +$554 |
| LYV | UNCH | +$909 |
|
Size ($ in 1000's)
At 12/31/2023: $725,666 At 09/30/2023: $639,333 Archon Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Archon Partners LLC 13F filings. Link to 13F filings: SEC filings |
