Allen Operations

Allen Operations as of Dec. 31, 2011

Portfolio Holdings for Allen Operations

Allen Operations holds 20 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Groupon 20.8 $6.9M 337k 20.63
Procter & Gamble Company (PG) 11.7 $3.9M 58k 66.71
Lowe's Companies (LOW) 10.2 $3.4M 134k 25.38
Apple (AAPL) 8.1 $2.7M 6.7k 405.05
MasterCard Incorporated (MA) 7.4 $2.5M 6.7k 372.81
Coca-Cola Company (KO) 6.9 $2.3M 33k 69.97
First Republic Bank/san F (FRCB) 6.2 $2.1M 68k 30.60
Qualcomm (QCOM) 4.9 $1.6M 30k 54.70
Xo Group 4.6 $1.5M 184k 8.34
Argan (AGX) 3.6 $1.2M 80k 15.21
American Express Company (AXP) 3.0 $1.0M 22k 47.18
Netflix (NFLX) 2.8 $921k 13k 69.33
Fastenal Company (FAST) 2.1 $698k 16k 43.62
MedAssets 2.1 $694k 75k 9.25
Plum Creek Timber 1.6 $540k 15k 36.54
McDonald's Corporation (MCD) 1.4 $462k 4.6k 100.43
IAC/InterActive 1.4 $458k 11k 42.59
Ambassadors 0.9 $288k 64k 4.51
MELA Sciences 0.1 $51k 14k 3.67
Hollyfrontier Corp 0.1 $23k 962.00 23.91