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 | 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 | |
| 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 |
