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ALLEN HOLDING INC

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NEW YORK NY
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Allen Holding is based out of New York. Their last reported 13F filing for Q4 2023 included $717,874,744 in managed 13F securities and a top 10 holdings concentration of 98.82%. Allen Holding's largest holding is Coca Cola Co. with shares held of 6,000,000. Whalewisdom has at least 98 13F filings, and 4 13D filings

2023-12-31

Top Buys (13F)

Name % Change
BAC Bank of America Corp 1.87%

2023-12-31

Top Sells (13F)

Name % Change
ATVI Activision Blizzard 6.02%
PFE Pfizer, Inc. 0.59%
CARG CarGurus Inc 0.22%
COIN Coinbase Global Inc 0.04%

2023-12-31

13F Holdings Summary

Name $ Change
KO Coca Cola Co. 49.25%
BRK.A Berkshire Hathaway I 28.19%
PLTR Palantir Technologie 6.58%
IAC IAC/Interactivecorp 5.47%
BAC Bank of America Corp 4.92%

2023-12-31

13F Activity

Market Value $0.72b, Prior: $0.72b
New Purchases 0 stocks
Added To 1 stocks
Sold out of 3 stocks
Reduced holdings in 2 stocks
Top 10 Holdings % 98.82%
Turnover %[1] 21.43%
Turnover Alt %[2] 1.17%
Time Held Top 20 35.3571 quarters
Time Held Top 10 23.5 quarters
Time Held All 35.93 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance