Archon Partners LLC
Top Portfolio Positions
39 positions ·
$845,033,154 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
176,800 | $84,722,560 | 10.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
280,000 | $80,516,800 | 9.53% | |
| AAPL |
Apple Inc.
Technology
|
252,000 | $63,955,080 | 7.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
240,000 | $49,984,800 | 5.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
70,000 | $45,523,800 | 5.39% | |
| MSFT |
Microsoft Corp
Technology
|
102,000 | $37,757,340 | 4.47% | |
| MA |
Mastercard Inc
Financial Services
|
66,500 | $33,227,390 | 3.93% | |
| V |
Visa Inc.
Financial Services
|
99,000 | $29,921,760 | 3.54% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
120,000 | $28,353,600 | 3.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
48,000 | $27,462,240 | 3.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NVR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,817,300 | 3,766 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,464,571 | 3,766 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,258,530 | 3,766 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,814,396 | 3,766 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,282,373 | 3,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,801,737 | 3,766 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,951,238 | 3,766 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,578,517 | 3,766 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $30,504,449 | 3,766 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,363,695 | 3,766 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,457,787 | 3,766 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,916,435 | 3,766 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,984,867 | 3,766 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,370,976 | 3,766 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,015,343 | 3,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,079,590 | 3,766 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,823,738 | 3,766 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,252,804 | 3,766 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,054,505 | 3,766 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,729,447 | 3,766 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,741,363 | 3,766 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,364,753 | 3,766 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,377,030 | 3,766 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,272,452 | 3,766 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,675,268 | 3,766 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||