0001172661-24-002356.txt : 20240515 0001172661-24-002356.hdr.sgml : 20240515 20240515093944 ACCESSION NUMBER: 0001172661-24-002356 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Archon Partners LLC CENTRAL INDEX KEY: 0001454424 ORGANIZATION NAME: IRS NUMBER: 261157074 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13368 FILM NUMBER: 24947690 BUSINESS ADDRESS: STREET 1: 16 HUNTINGTON DRIVE CITY: PRINCETON JUNCTION STATE: NJ ZIP: 08550 BUSINESS PHONE: 212-484-3100 MAIL ADDRESS: STREET 1: 16 HUNTINGTON DRIVE CITY: PRINCETON JUNCTION STATE: NJ ZIP: 08550 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001454424 XXXXXXXX 03-31-2024 03-31-2024 false Archon Partners LLC

16 Huntington Drive Princeton Junction NJ 08550

13F HOLDINGS REPORT 028-13368 000155756 801-73562 N Christine Olenchalk 212-484-3100 /s/ Christine Olenchalk New York NY 05-15-2024 0 40 817203348 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 47730103 316240 SH SOLE 316240 0 0 AMAZON COM INC COM 023135106 45033671 249660 SH SOLE 249660 0 0 APPLE INC COM 037833100 43727400 255000 SH SOLE 255000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 74347936 176800 SH SOLE 176800 0 0 BLACKSTONE INC COM 09260D107 24960300 190000 SH SOLE 190000 0 0 COMCAST CORP NEW CL A 20030N101 9103500 210000 SH SOLE 210000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2126522 7825 SH SOLE 7825 0 0 COSTAR GROUP INC COM 22160N109 17919300 185500 SH SOLE 185500 0 0 D R HORTON INC COM 23331A109 10202100 62000 SH SOLE 62000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 9115820 46000 SH SOLE 46000 0 0 ELEVANCE HEALTH INC COM 036752103 33705100 65000 SH SOLE 65000 0 0 EQUINIX INC COM 29444U700 24594834 29800 SH SOLE 29800 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2389500 45000 SH SOLE 45000 0 0 FISERV INC COM 337738108 35639860 223000 SH SOLE 223000 0 0 FORTIVE CORP COM 34959J108 6279460 73000 SH SOLE 73000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 10836148 50800 SH SOLE 50800 0 0 HYATT HOTELS CORP COM CL A 448579102 13088840 82000 SH SOLE 82000 0 0 INGERSOLL RAND INC COM 45687V106 1566675 16500 SH SOLE 16500 0 0 JPMORGAN CHASE & CO COM 46625H100 16024000 80000 SH SOLE 80000 0 0 LENNAR CORP CL A 526057104 11350680 66000 SH SOLE 66000 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 9096220 86000 SH SOLE 86000 0 0 LOCKHEED MARTIN CORP COM 539830109 18422235 40500 SH SOLE 40500 0 0 LOWES COS INC COM 548661107 31841250 125000 SH SOLE 125000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 32024405 66500 SH SOLE 66500 0 0 MEDTRONIC PLC SHS G5960L103 9673650 111000 SH SOLE 111000 0 0 META PLATFORMS INC CL A 30303M102 23307840 48000 SH SOLE 48000 0 0 MICROSOFT CORP COM 594918104 42913440 102000 SH SOLE 102000 0 0 NETFLIX INC COM 64110L106 12784297 21050 SH SOLE 21050 0 0 NVR INC COM 62944T105 30504449 3766 SH SOLE 3766 0 0 OCCIDENTAL PETE CORP COM 674599105 13647900 210000 SH SOLE 210000 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 5499390 239000 SH SOLE 239000 0 0 PALO ALTO NETWORKS INC COM 697435105 4266212 15015 SH SOLE 15015 0 0 RTX CORPORATION COM 75513E101 9850530 101000 SH SOLE 101000 0 0 SERVICENOW INC COM 81762P102 13723200 18000 SH SOLE 18000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 25682737 49100 SH SOLE 49100 0 0 TRANSDIGM GROUP INC COM 893641100 21306680 17300 SH SOLE 17300 0 0 UBER TECHNOLOGIES INC COM 90353T100 13827404 179600 SH SOLE 179600 0 0 UNION PAC CORP COM 907818108 21641840 88000 SH SOLE 88000 0 0 VISA INC COM CL A 92826C839 27628920 99000 SH SOLE 99000 0 0 WORKDAY INC CL A 98138H101 9819000 36000 SH SOLE 36000 0 0