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Archon Partners LLC Buys Norwegian Cruise Line Holdings, Alight Inc, XPO Logistics Inc, Sells Black Knight Inc, McKesson Corp, Procore Technologies Inc

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Nov 16, 2021
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New York, NY, based Investment company Archon Partners LLC (Current Portfolio) buys Norwegian Cruise Line Holdings, Alight Inc, XPO Logistics Inc, sells Black Knight Inc, McKesson Corp, Procore Technologies Inc, Teva Pharmaceutical Industries, NewMarket Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Archon Partners LLC. As of 2021Q3, Archon Partners LLC owns 54 stocks with a total value of $797 million. These are the details of the buys and sells.

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
  1. Berkshire Hathaway Inc (BRK.B) - 166,510 shares, 5.70% of the total portfolio.
  2. Alphabet Inc (GOOGL) - 15,955 shares, 5.35% of the total portfolio.
  3. Amazon.com Inc (AMZN) - 12,483 shares, 5.15% of the total portfolio.
  4. Apple Inc (AAPL) - 283,000 shares, 5.03% of the total portfolio.
  5. Alight Inc (ALIT) - 2,763,500 shares, 3.98% of the total portfolio.
New Purchase: Alight Inc (ALIT)

Archon Partners LLC initiated holding in Alight Inc. The purchase prices were between $0 and $13.01, with an estimated average price of $10.42. The stock is now traded at around $11.080000. The impact to a portfolio due to this purchase was 0.12%. The holding were 83,907 shares as of 2021-09-30.

Added: Norwegian Cruise Line Holdings Ltd (NCLH)

Archon Partners LLC added to a holding in Norwegian Cruise Line Holdings Ltd by 34.60%. The purchase prices were between $21.87 and $29.51, with an estimated average price of $25.49. The stock is now traded at around $23.640000. The impact to a portfolio due to this purchase was 0.33%. The holding were 389,000 shares as of 2021-09-30.

Added: XPO Logistics Inc (XPO)

Archon Partners LLC added to a holding in XPO Logistics Inc by 27.78%. The purchase prices were between $79.57 and $90.39, with an estimated average price of $84.39. The stock is now traded at around $77.410000. The impact to a portfolio due to this purchase was 0.02%. The holding were 11,500 shares as of 2021-09-30.

Sold Out: McKesson Corp (MCK)

Archon Partners LLC sold out a holding in McKesson Corp. The sale prices were between $188.42 and $208.66, with an estimated average price of $199.89.

Sold Out: Procore Technologies Inc (PCOR)

Archon Partners LLC sold out a holding in Procore Technologies Inc. The sale prices were between $85.83 and $105.94, with an estimated average price of $94.41.

Sold Out: Teva Pharmaceutical Industries Ltd (TEVA)

Archon Partners LLC sold out a holding in Teva Pharmaceutical Industries Ltd. The sale prices were between $8.38 and $10.18, with an estimated average price of $9.37.

Sold Out: NewMarket Corp (NEU)

Archon Partners LLC sold out a holding in NewMarket Corp. The sale prices were between $300.3 and $349.73, with an estimated average price of $327.8.

Sold Out: Foley Trasimene Acquisition Corp (WPF.U)

Archon Partners LLC sold out a holding in Foley Trasimene Acquisition Corp. The sale prices were between $10.5 and $10.72, with an estimated average price of $10.61.

Sold Out: Vimeo Inc (VMEO)

Archon Partners LLC sold out a holding in Vimeo Inc. The sale prices were between $29.37 and $51.67, with an estimated average price of $39.61.



Here is the complete portfolio of Archon Partners LLC. Also check out:

1. Archon Partners LLC's Undervalued Stocks
2. Archon Partners LLC's Top Growth Companies, and
3. Archon Partners LLC's High Yield stocks
4. Stocks that Archon Partners LLC keeps buying
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