Allen Investment Management as of March 31, 2012
Portfolio Holdings for Allen Investment Management
Allen Investment Management holds 20 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| El Paso Corporation | 14.3 | $41M | 1.4M | 29.55 | |
| Goodrich Corporation | 13.3 | $38M | 300k | 125.44 | |
| Tyco International Ltd S hs | 11.8 | $34M | 599k | 56.18 | |
| Comverse Technology | 7.3 | $21M | 3.0M | 6.87 | |
| Anadarko Petroleum Corporation | 5.5 | $16M | 200k | 78.34 | |
| Ralcorp Holdings | 5.2 | $15M | 200k | 74.09 | |
| Tam | 5.1 | $15M | 576k | 25.13 | |
| SPDR Gold Trust (GLD) | 4.9 | $14M | 87k | 162.12 | |
| Grifols S A | 4.5 | $13M | 1.7M | 7.71 | |
| Dollar Thrifty Automotive | 4.3 | $12M | 150k | 80.91 | |
| Transocean (RIG) | 3.9 | $11M | 200k | 54.70 | |
| Suno | 3.8 | $11M | 285k | 38.15 | |
| Suncoke Energy (SXC) | 3.5 | $10M | 703k | 14.21 | |
| Market Vectors Gold Miners ETF | 3.4 | $9.6M | 195k | 49.54 | |
| Georgia Gulf Corporation | 3.1 | $8.9M | 255k | 34.88 | |
| Elan Corporation | 2.7 | $7.6M | 506k | 15.01 | |
| WebMD Health | 1.8 | $5.1M | 200k | 25.58 | |
| Marriott Vacations Wrldwde Cp (VAC) | 1.0 | $2.8M | 97k | 28.51 | |
| Yrc Worldwide Ser B Cvt conv | 0.3 | $857k | 1.1M | 0.78 | |
| Yrc Worldwide 10% 3/31/15 pfd cv | 0.2 | $537k | 1.6M | 0.33 |
