Alleghany Corporation

Alleghany Corp as of June 30, 2013

Portfolio Holdings for Alleghany Corp

Alleghany Corp holds 69 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa (V) 10.3 $175M 960k 182.75
Occidental Petroleum Corporation (OXY) 10.2 $174M 2.0M 89.24
Apache Corporation 9.8 $168M 2.0M 83.85
Hess (HES) 7.8 $133M 2.0M 66.46
Apple (AAPL) 7.3 $125M 315k 396.57
Devon Energy Corporation (DVN) 5.5 $93M 1.8M 51.87
Boeing Company (BA) 4.8 $83M 807k 102.44
Tronox 3.9 $67M 3.3M 20.14
Time Warner Cable 3.7 $63M 560k 112.50
Intel Corporation (INTC) 3.5 $60M 2.5M 24.24
Air Products & Chemicals (APD) 3.5 $60M 650k 91.57
Freeport-McMoRan Copper & Gold (FCX) 3.2 $55M 2.0M 27.61
McDonald's Corporation (MCD) 3.2 $55M 550k 99.00
United Parcel Service (UPS) 2.5 $43M 500k 86.50
Wells Fargo & Company (WFC) 2.3 $39M 949k 41.27
Cedar Fair 2.1 $36M 870k 41.40
McKesson Corporation (MCK) 2.1 $36M 310k 114.41
Annaly Capital Management 1.9 $32M 2.5M 12.57
Dollar General (DG) 1.8 $30M 600k 50.38
Old Republic International Corporation (ORI) 1.7 $30M 2.3M 12.87
Metropcs Communications (TMUS) 1.6 $27M 1.1M 24.80
Airgas 1.4 $24M 250k 95.46
Wells Fargo & Co 0.6 $11M 261k 41.27
Microsoft Corporation (MSFT) 0.2 $2.9M 85k 34.54
Walt Disney Company (DIS) 0.2 $2.8M 45k 63.16
Medtronic 0.2 $2.8M 55k 51.47
Exxon Mobil Corporation (XOM) 0.2 $2.7M 30k 90.37
Chubb Corporation 0.1 $2.5M 30k 84.67
American Express Company (AXP) 0.1 $2.6M 35k 74.77
Wal-Mart Stores (WMT) 0.1 $2.6M 35k 74.49
Johnson & Johnson (JNJ) 0.1 $2.6M 30k 85.87
Coca-Cola Company (KO) 0.1 $2.4M 60k 40.12
Eli Lilly & Co. (LLY) 0.1 $2.5M 50k 49.12
3M Company (MMM) 0.1 $2.4M 22k 109.36
Noble Energy 0.1 $2.4M 40k 60.05
Deere & Company (DE) 0.1 $2.4M 30k 81.27
Procter & Gamble Company (PG) 0.1 $2.3M 30k 77.00
Berkshire Hathaway (BRK.B) 0.1 $2.2M 20k 111.90
Costco Wholesale Corporation (COST) 0.1 $2.2M 20k 110.55
Emerson Electric (EMR) 0.1 $2.2M 40k 54.55
International Business Machines (IBM) 0.1 $2.3M 12k 191.08
Schlumberger (SLB) 0.1 $2.2M 30k 71.67
Google 0.1 $2.2M 2.5k 880.40
At&t (T) 0.1 $2.1M 60k 35.40
Nordstrom 0.1 $1.8M 30k 59.93
E.I. du Pont de Nemours & Company 0.1 $1.8M 35k 52.51
ConocoPhillips (COP) 0.1 $1.8M 30k 60.50
Kellogg Company (K) 0.1 $1.9M 30k 64.23
Cummins (CMI) 0.1 $1.6M 15k 108.47
Novartis (NVS) 0.1 $1.8M 25k 70.72
Estee Lauder Companies (EL) 0.1 $1.6M 25k 65.76
JPMorgan Chase & Co. (JPM) 0.1 $1.6M 30k 52.80
FedEx Corporation (FDX) 0.1 $1.5M 15k 98.60
Home Depot (HD) 0.1 $1.5M 20k 77.45
Sigma-Aldrich Corporation 0.1 $1.6M 20k 80.40
Sap (SAP) 0.1 $1.6M 22k 72.84
Oracle Corporation (ORCL) 0.1 $1.5M 49k 30.70
Paccar (PCAR) 0.1 $1.6M 30k 53.67
SYSCO Corporation (SYY) 0.1 $1.4M 40k 34.15
Automatic Data Processing (ADP) 0.1 $1.4M 20k 68.85
Las Vegas Sands (LVS) 0.1 $1.4M 27k 52.95
Philip Morris International (PM) 0.1 $1.3M 15k 86.60
Agilent Technologies Inc C ommon (A) 0.1 $1.3M 30k 42.77
Loews Corporation (L) 0.1 $1.1M 25k 44.40
U.S. Bancorp (USB) 0.1 $1.3M 35k 36.14
Washington Post Company 0.1 $968k 2.0k 484.00
Applied Materials (AMAT) 0.1 $1.0M 70k 14.91
Autodesk (ADSK) 0.1 $849k 25k 33.96
Phillips 66 (PSX) 0.1 $884k 15k 58.93