AH
Allen Holding Inc
13F filer · CIK 0000919489Reported Aug 5, 2026
Net buyer this quarter
13F portfolio value$1.01BU.S. long equity reported on 13F
Positions101 new · 0 closed
Net flow last quarter+$1.91MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 5, 202610 positions | |||||
| $488M | 48.10% | 0.14% | Not reported | Q2 2013 | |
| $220M | 21.72% | Not reported | -0.7% | Q2 2013 | |
| $175M | 17.26% | 0.06% | Not reported | Q4 2020 | |
| $48.2M | 4.75% | 0.04% | Not reported | Q3 2021 | |
| $27.7M | 2.74% | Not reported | Not reported | Q2 2021 | |
| $18.8M | 1.85% | 0.39% | Not reported | Q3 2021 | |
| $17.1M | 1.69% | 0.00% | Not reported | Q3 2020 | |
| $9.82M | 0.97% | 0.00% | Not reported | Q2 2013 | |
| $6.02M | 0.59% | 0.07% | Not reported | Q2 2021 | |
| $3.41M | 0.34% | 0.03% | New | Q2 2026 | |
| Q1 2026Reported May 7, 20269 positions | |||||
| $456M | 45.28% | 0.14% | Not reported | Q2 2013 | |
| $219M | 21.77% | 0.06% | -6.3% | Q4 2020 | |
| $213M | 21.09% | Not reported | -6.6% | Q2 2013 | |
| $56.2M | 5.57% | 0.04% | +31.6% | Q3 2021 | |
| $24.1M | 2.39% | Not reported | Not reported | Q2 2021 | |
| $14.6M | 1.45% | 0.00% | Not reported | Q3 2020 | |
| $10.5M | 1.05% | 0.39% | Not reported | Q3 2021 | |
| $8.82M | 0.88% | 0.00% | Not reported | Q2 2013 | |
| $5.27M | 0.52% | 0.07% | Not reported | Q2 2021 | |
| Q4 2025Reported Feb 10, 20269 positions | |||||
| $419M | 39.98% | 0.14% | Not reported | Q2 2013 | |
| $284M | 27.11% | 0.07% | -5.9% | Q4 2020 | |
| $239M | 22.81% | Not reported | -3.9% | Q2 2013 | |
| $37.8M | 3.61% | 0.03% | Not reported | Q3 2021 | |
| $23.5M | 2.24% | Not reported | Not reported | Q2 2021 | |
| $17.1M | 1.63% | 0.39% | Not reported | Q3 2021 | |
| $16.5M | 1.57% | 0.00% | Not reported | Q3 2020 | |
| $9.67M | 0.92% | 0.00% | Not reported | Q2 2013 | |
| $1.36M | 0.13% | 0.07% | Not reported | Q2 2021 | |
| Q3 2025Reported Nov 6, 20259 positions | |||||
| $398M | 37.56% | 0.14% | Not reported | Q2 2013 | |
| $310M | 29.27% | 0.07% | -10.5% | Q4 2020 | |
| $249M | 23.49% | Not reported | Not reported | Q2 2013 | |
| $38.7M | 3.65% | 0.03% | +49.0% | Q3 2021 | |
| $20.5M | 1.93% | Not reported | Not reported | Q2 2021 | |
| $16.8M | 1.59% | 0.39% | -9.9% | Q3 2021 | |
| $15.5M | 1.46% | 0.00% | Not reported | Q3 2020 | |
| $9.46M | 0.89% | 0.00% | Not reported | Q2 2013 | |
| $1.69M | 0.16% | 0.07% | Not reported | Q2 2021 | |
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