1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Archon Partners LLC Buys Intel Corp, EOG Resources Inc, S&P Global Inc, Sells Bank of New York Mellon Corp, The Kraft Heinz Co, Allergan PLC

New York, NY, based Investment company Archon Partners LLC buys Intel Corp, EOG Resources Inc, S&P Global Inc, Alibaba Group Holding, Guidewire Software Inc, Amazon.com Inc, Equifax Inc, Delta Air Lines Inc, Activision Blizzard Inc, Black Knight Inc, sells Bank of New York Mellon Corp, The Kraft Heinz Co, Allergan PLC, Alexion Pharmaceuticals Inc, Incyte Corp during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Archon Partners LLC. As of 2017-12-31, Archon Partners LLC owns 58 stocks with a total value of $459 million. These are the details of the buys and sells.

For the details of Archon Partners LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Archon+Partners+LLC

These are the top 5 holdings of Archon Partners LLC
  1. Berkshire Hathaway Inc (BRK.B) - 160,420 shares, 6.92% of the total portfolio.
  2. Fiserv Inc (FISV) - 146,600 shares, 4.19% of the total portfolio.
  3. Wells Fargo & Co (WFC) - 314,000 shares, 4.15% of the total portfolio. Shares added by 2.61%
  4. Lockheed Martin Corp (LMT) - 52,500 shares, 3.67% of the total portfolio.
  5. Amazon.com Inc (AMZN) - 13,983 shares, 3.56% of the total portfolio. Shares added by 30.89%
New Purchase: Intel Corp (INTC)

Archon Partners LLC initiated holdings in Intel Corp. The purchase prices were between $39.04 and $47.56, with an estimated average price of $43.62. The stock is now traded at around $46.79. The impact to the portfolio due to this purchase was 2.22%. The holdings were 220,600 shares as of 2017-12-31.

New Purchase: EOG Resources Inc (EOG)

Archon Partners LLC initiated holdings in EOG Resources Inc. The purchase prices were between $95.76 and $109.41, with an estimated average price of $100.72. The stock is now traded at around $112.50. The impact to the portfolio due to this purchase was 1.52%. The holdings were 64,700 shares as of 2017-12-31.

New Purchase: S&P Global Inc (SPGI)

Archon Partners LLC initiated holdings in S&P Global Inc. The purchase prices were between $155.5 and $172.57, with an estimated average price of $163.22. The stock is now traded at around $176.25. The impact to the portfolio due to this purchase was 1.48%. The holdings were 40,000 shares as of 2017-12-31.

New Purchase: Alibaba Group Holding Ltd (BABA)

Archon Partners LLC initiated holdings in Alibaba Group Holding Ltd. The purchase prices were between $168.96 and $191.19, with an estimated average price of $179.21. The stock is now traded at around $185.96. The impact to the portfolio due to this purchase was 1.32%. The holdings were 35,100 shares as of 2017-12-31.

New Purchase: Guidewire Software Inc (GWRE)

Archon Partners LLC initiated holdings in Guidewire Software Inc. The purchase prices were between $70.45 and $82.77, with an estimated average price of $77.26. The stock is now traded at around $77.36. The impact to the portfolio due to this purchase was 1.1%. The holdings were 68,300 shares as of 2017-12-31.

New Purchase: Delta Air Lines Inc (DAL)

Archon Partners LLC initiated holdings in Delta Air Lines Inc. The purchase prices were between $48.07 and $56.43, with an estimated average price of $52.23. The stock is now traded at around $54.14. The impact to the portfolio due to this purchase was 0.26%. The holdings were 21,000 shares as of 2017-12-31.

Added: Amazon.com Inc (AMZN)

Archon Partners LLC added to the holdings in Amazon.com Inc by 30.89%. The purchase prices were between $957.1 and $1195.83, with an estimated average price of $1099.22. The stock is now traded at around $1437.48. The impact to the portfolio due to this purchase was 0.84%. The holdings were 13,983 shares as of 2017-12-31.

Added: Equifax Inc (EFX)

Archon Partners LLC added to the holdings in Equifax Inc by 42.22%. The purchase prices were between $107.2 and $119.78, with an estimated average price of $112.38. The stock is now traded at around $122.88. The impact to the portfolio due to this purchase was 0.49%. The holdings were 64,000 shares as of 2017-12-31.

Added: Black Knight Inc (BKI)

Archon Partners LLC added to the holdings in Black Knight Inc by 61.97%. The purchase prices were between $42 and $46.85, with an estimated average price of $45.2. The stock is now traded at around $48.30. The impact to the portfolio due to this purchase was 0.07%. The holdings were 18,000 shares as of 2017-12-31.

Sold Out: Bank of New York Mellon Corp (BK)

Archon Partners LLC sold out the holdings in Bank of New York Mellon Corp. The sale prices were between $50.82 and $54.97, with an estimated average price of $53.24.

Sold Out: The Kraft Heinz Co (KHC)

Archon Partners LLC sold out the holdings in The Kraft Heinz Co. The sale prices were between $75.27 and $81.92, with an estimated average price of $78.52.

Sold Out: Allergan PLC (AGN)

Archon Partners LLC sold out the holdings in Allergan PLC. The sale prices were between $163.58 and $210.98, with an estimated average price of $179.54.

Sold Out: Alexion Pharmaceuticals Inc (ALXN)

Archon Partners LLC sold out the holdings in Alexion Pharmaceuticals Inc. The sale prices were between $106.78 and $143.84, with an estimated average price of $121.98.

Sold Out: Incyte Corp (INCY)

Archon Partners LLC sold out the holdings in Incyte Corp. The sale prices were between $93.56 and $116.6, with an estimated average price of $104.61.

Sold Out: Seattle Genetics Inc (SGEN)

Archon Partners LLC sold out the holdings in Seattle Genetics Inc. The sale prices were between $51.82 and $64.08, with an estimated average price of $58.37.



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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


jrpasinskiJP Short Screen
joygeneBlend1
pschierschier2
mjspencerbagger 100
zebulonminStandards_6_7
zebulonminStandards_5_6
dhguruRegan's Screen
pbarker46P/FCF proj.
jerome12bautistaProfit margin
g.j. hoogeboom2018 02 20 GJH
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK