For the details of Archon Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/archon+partners+llc/current-portfolio/portfolio
These are the top 5 holdings of Archon Partners LLC- Berkshire Hathaway Inc (BRK.B) - 168,040 shares, 6.49% of the total portfolio.
- Fiserv Inc (FISV) - 249,000 shares, 4.91% of the total portfolio.
- Apple Inc (AAPL) - 94,500 shares, 4.73% of the total portfolio.
- Amazon.com Inc (AMZN) - 13,983 shares, 4.40% of the total portfolio.
- Mastercard Inc (MA) - 72,040 shares, 3.67% of the total portfolio.
Archon Partners LLC initiated holding in Fortive Corp. The purchase prices were between $64.24 and $76.85, with an estimated average price of $71.79. The stock is now traded at around $77.81. The impact to a portfolio due to this purchase was 0.86%. The holding were 66,000 shares as of .
New Purchase: United Technologies Corp (UTX)Archon Partners LLC initiated holding in United Technologies Corp. The purchase prices were between $130.47 and $150.71, with an estimated average price of $144.46. The stock is now traded at around $153.46. The impact to a portfolio due to this purchase was 0.74%. The holding were 29,000 shares as of .
New Purchase: MongoDB Inc (MDB)Archon Partners LLC initiated holding in MongoDB Inc. The purchase prices were between $114.77 and $149.77, with an estimated average price of $131.76. The stock is now traded at around $171.33. The impact to a portfolio due to this purchase was 0.52%. The holding were 23,000 shares as of .
Added: PNC Financial Services Group Inc (PNC)Archon Partners LLC added to a holding in PNC Financial Services Group Inc by 36.96%. The purchase prices were between $135.7 and $161.15, with an estimated average price of $150.53. The stock is now traded at around $154.13. The impact to a portfolio due to this purchase was 0.46%. The holding were 63,000 shares as of .
Added: Markel Corp (MKL)Archon Partners LLC added to a holding in Markel Corp by 23.82%. The purchase prices were between $1102.5 and $1179.77, with an estimated average price of $1138.3. The stock is now traded at around $1323.64. The impact to a portfolio due to this purchase was 0.44%. The holding were 11,630 shares as of .
Added: JPMorgan Chase & Co (JPM)Archon Partners LLC added to a holding in JPMorgan Chase & Co by 21.10%. The purchase prices were between $111.82 and $139.4, with an estimated average price of $128.65. The stock is now traded at around $137.46. The impact to a portfolio due to this purchase was 0.27%. The holding were 66,000 shares as of .
Added: eHealth Inc (EHTH)Archon Partners LLC added to a holding in eHealth Inc by 22.88%. The purchase prices were between $53.12 and $98.29, with an estimated average price of $78.28. The stock is now traded at around $124.19. The impact to a portfolio due to this purchase was 0.16%. The holding were 53,700 shares as of .
Added: FirstService Corp (FSV)Archon Partners LLC added to a holding in FirstService Corp by 35.56%. The purchase prices were between $86.88 and $105.45, with an estimated average price of $94.12. The stock is now traded at around $111.71. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,100 shares as of .
Sold Out: Zscaler Inc (ZS)Archon Partners LLC sold out a holding in Zscaler Inc. The sale prices were between $40.75 and $52.8, with an estimated average price of $46.5.
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