Alleghany Corporation

Alleghany Corporation as of Dec. 31, 2012

Portfolio Holdings for Alleghany Corporation

Alleghany Corporation holds 58 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hess (HES) 17.2 $225M 4.3M 52.96
Occidental Petroleum Corporation (OXY) 11.4 $149M 2.0M 76.61
Visa (V) 11.1 $146M 960k 151.56
Apache Corporation 7.5 $98M 1.3M 78.50
Annaly Capital Management 6.4 $84M 6.0M 14.04
Tronox 5.9 $78M 4.3M 18.25
ConocoPhillips (COP) 5.5 $71M 1.2M 58.00
SPDR Gold Trust (GLD) 5.0 $65M 400k 162.02
JPMorgan Chase & Co. (JPM) 4.8 $63M 1.4M 43.97
United Parcel Service (UPS) 3.9 $51M 690k 73.71
Apple (AAPL) 3.9 $51M 95k 532.00
McDonald's Corporation (MCD) 3.7 $49M 550k 88.25
Johnson & Johnson (JNJ) 3.4 $44M 630k 70.12
Intel Corporation (INTC) 2.5 $33M 1.6M 20.62
Cedar Fair (FUN) 2.2 $29M 870k 33.45
Exxon Mobil Corporation (XOM) 0.2 $2.6M 30k 86.57
Deere & Company (DE) 0.2 $2.6M 30k 86.43
Eli Lilly & Co. (LLY) 0.2 $2.5M 50k 49.32
Wal-Mart Stores (WMT) 0.2 $2.4M 35k 68.23
International Business Machines (IBM) 0.2 $2.3M 12k 191.58
Chubb Corporation 0.2 $2.3M 30k 75.33
Microsoft Corporation (MSFT) 0.2 $2.3M 85k 26.71
Coca-Cola Company (KO) 0.2 $2.2M 60k 36.25
Walt Disney Company (DIS) 0.2 $2.2M 45k 49.80
Medtronic 0.2 $2.3M 55k 41.02
3M Company (MMM) 0.2 $2.0M 22k 92.86
Noble Energy 0.2 $2.0M 20k 101.75
Emerson Electric (EMR) 0.2 $2.1M 40k 52.95
Procter & Gamble Company (PG) 0.2 $2.0M 30k 67.90
Schlumberger (SLB) 0.2 $2.1M 30k 69.30
American Express Company (AXP) 0.1 $2.0M 35k 57.49
Costco Wholesale Corporation (COST) 0.1 $2.0M 20k 98.75
At&t (T) 0.1 $2.0M 60k 33.72
Berkshire Hathaway (BRK.B) 0.1 $1.8M 20k 89.70
Google 0.1 $1.8M 2.5k 707.20
Kellogg Company (K) 0.1 $1.7M 30k 55.87
Cummins (CMI) 0.1 $1.6M 15k 108.33
Nordstrom (JWN) 0.1 $1.6M 30k 53.50
E.I. du Pont de Nemours & Company 0.1 $1.6M 35k 44.97
Novartis (NVS) 0.1 $1.6M 25k 63.32
Oracle Corporation (ORCL) 0.1 $1.6M 49k 33.32
FedEx Corporation (FDX) 0.1 $1.4M 15k 91.73
Sigma-Aldrich Corporation 0.1 $1.5M 20k 73.60
Estee Lauder Companies (EL) 0.1 $1.5M 25k 59.88
SYSCO Corporation (SYY) 0.1 $1.3M 40k 31.65
Philip Morris International (PM) 0.1 $1.3M 15k 83.67
Paccar (PCAR) 0.1 $1.4M 30k 45.20
U.S. Bancorp (USB) 0.1 $1.1M 35k 31.94
Home Depot (HD) 0.1 $1.2M 20k 61.85
Wells Fargo & Company (WFC) 0.1 $1.2M 35k 34.17
Automatic Data Processing (ADP) 0.1 $1.1M 20k 56.95
Boeing Company (BA) 0.1 $1.1M 15k 75.33
Agilent Technologies Inc C ommon (A) 0.1 $1.2M 30k 40.93
Loews Corporation (L) 0.1 $1.0M 25k 40.76
Autodesk (ADSK) 0.1 $884k 25k 35.36
Washington Post Company 0.1 $730k 2.0k 365.00
Applied Materials (AMAT) 0.1 $801k 70k 11.44
Phillips 66 (PSX) 0.1 $797k 15k 53.13