Alleghany Corp as of Sept. 30, 2013
Portfolio Holdings for Alleghany Corp
Alleghany Corp holds 63 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 9.6 | $184M | 960k | 191.10 | |
| Apple (AAPL) | 7.9 | $150M | 315k | 476.75 | |
| American Homes 4 Rent-a reit (AMH) | 6.4 | $121M | 7.5M | 16.15 | |
| Occidental Petroleum Corporation (OXY) | 5.7 | $108M | 1.2M | 93.54 | |
| Boeing Company (BA) | 5.0 | $95M | 807k | 117.50 | |
| Apache Corporation | 4.5 | $85M | 1.0M | 85.14 | |
| Hess (HES) | 4.2 | $80M | 1.0M | 77.34 | |
| Devon Energy Corporation (DVN) | 3.9 | $75M | 1.3M | 57.76 | |
| Air Products & Chemicals (APD) | 3.6 | $69M | 650k | 106.57 | |
| Tronox | 3.5 | $67M | 2.7M | 24.47 | |
| Philip Morris International (PM) | 3.5 | $66M | 765k | 86.59 | |
| Freeport-McMoRan Copper & Gold (FCX) | 3.5 | $66M | 2.0M | 33.08 | |
| McKesson Corporation (MCK) | 3.0 | $58M | 450k | 128.30 | |
| Intel Corporation (INTC) | 3.0 | $58M | 2.5M | 23.14 | |
| Wal-Mart Stores (WMT) | 2.9 | $54M | 735k | 73.96 | |
| Dollar General (DG) | 2.8 | $54M | 950k | 56.46 | |
| Wells Fargo & Company (WFC) | 2.6 | $50M | 1.2M | 41.32 | |
| Sap (SAP) | 2.4 | $46M | 625k | 73.92 | |
| United Parcel Service (UPS) | 2.4 | $46M | 500k | 91.37 | |
| Time Warner Cable | 2.4 | $45M | 400k | 111.61 | |
| Cummins (CMI) | 2.2 | $42M | 315k | 132.87 | |
| Las Vegas Sands (LVS) | 2.2 | $42M | 627k | 66.42 | |
| Cedar Fair | 2.0 | $38M | 870k | 43.60 | |
| Old Republic International Corporation (ORI) | 1.9 | $35M | 2.3M | 15.40 | |
| Oracle Corporation (ORCL) | 1.9 | $35M | 1.1M | 33.17 | |
| Emerson Electric (EMR) | 1.8 | $35M | 540k | 64.70 | |
| Airgas | 1.4 | $27M | 250k | 106.05 | |
| Microsoft Corporation (MSFT) | 0.1 | $2.8M | 85k | 33.28 | |
| Walt Disney Company (DIS) | 0.1 | $2.9M | 45k | 64.49 | |
| Medtronic | 0.1 | $2.9M | 55k | 53.25 | |
| Chubb Corporation | 0.1 | $2.7M | 30k | 89.27 | |
| American Express Company (AXP) | 0.1 | $2.6M | 35k | 75.51 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $2.6M | 30k | 86.03 | |
| Johnson & Johnson (JNJ) | 0.1 | $2.6M | 30k | 86.70 | |
| 3M Company (MMM) | 0.1 | $2.6M | 22k | 119.41 | |
| Noble Energy | 0.1 | $2.7M | 40k | 67.00 | |
| Schlumberger (SLB) | 0.1 | $2.7M | 30k | 88.37 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.5M | 50k | 50.34 | |
| Deere & Company (DE) | 0.1 | $2.4M | 30k | 81.40 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $2.3M | 20k | 113.50 | |
| Coca-Cola Company (KO) | 0.1 | $2.3M | 60k | 37.88 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | 20k | 115.15 | |
| International Business Machines (IBM) | 0.1 | $2.2M | 12k | 185.17 | |
| Procter & Gamble Company (PG) | 0.1 | $2.3M | 30k | 75.60 | |
| 0.1 | $2.2M | 2.5k | 876.00 | ||
| At&t (T) | 0.1 | $2.0M | 60k | 33.82 | |
| E.I. du Pont de Nemours & Company | 0.1 | $2.0M | 35k | 58.57 | |
| ConocoPhillips (COP) | 0.1 | $2.1M | 30k | 69.50 | |
| Kellogg Company (K) | 0.1 | $2.1M | 35k | 58.74 | |
| Novartis (NVS) | 0.1 | $1.9M | 25k | 76.72 | |
| FedEx Corporation (FDX) | 0.1 | $1.7M | 15k | 114.13 | |
| Nordstrom | 0.1 | $1.7M | 30k | 56.20 | |
| Sigma-Aldrich Corporation | 0.1 | $1.7M | 20k | 85.30 | |
| Paccar (PCAR) | 0.1 | $1.7M | 30k | 55.67 | |
| Estee Lauder Companies (EL) | 0.1 | $1.7M | 25k | 69.92 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.6M | 30k | 51.70 | |
| Home Depot (HD) | 0.1 | $1.5M | 20k | 75.85 | |
| Automatic Data Processing (ADP) | 0.1 | $1.4M | 20k | 72.40 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.5M | 30k | 51.27 | |
| U.S. Bancorp (USB) | 0.1 | $1.3M | 35k | 36.57 | |
| SYSCO Corporation (SYY) | 0.1 | $1.3M | 40k | 31.82 | |
| Loews Corporation (L) | 0.1 | $1.2M | 25k | 46.76 | |
| Autodesk (ADSK) | 0.1 | $1.0M | 25k | 41.16 |
