Allen Operations as of Dec. 31, 2012
Portfolio Holdings for Allen Operations
Allen Operations holds 21 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 |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 12.0 | $6.1M | 112k | 54.50 | |
| Berkshire Hathaway (BRK.A) | 10.8 | $5.5M | 41.00 | 134048.78 | |
| Charles Schwab Corporation (SCHW) | 10.0 | $5.1M | 356k | 14.36 | |
| Lowe's Companies (LOW) | 9.6 | $4.9M | 137k | 35.52 | |
| Procter & Gamble Company (PG) | 7.8 | $4.0M | 58k | 67.89 | |
| MasterCard Incorporated (MA) | 6.4 | $3.3M | 6.7k | 491.22 | |
| 6.1 | $3.1M | 4.4k | 707.32 | ||
| Coca-Cola Company (KO) | 4.7 | $2.4M | 66k | 36.25 | |
| First Republic Bank/san F (FRCB) | 4.4 | $2.2M | 68k | 32.78 | |
| Higher One Holdings | 4.1 | $2.1M | 200k | 10.54 | |
| Qualcomm (QCOM) | 3.7 | $1.9M | 31k | 61.87 | |
| Xo Group | 3.4 | $1.7M | 184k | 9.30 | |
| Groupon | 3.2 | $1.6M | 337k | 4.86 | |
| Argan (AGX) | 2.8 | $1.4M | 80k | 18.00 | |
| MedAssets | 2.5 | $1.3M | 75k | 16.77 | |
| American Express Company (AXP) | 2.4 | $1.2M | 22k | 57.50 | |
| Netflix (NFLX) | 2.4 | $1.2M | 13k | 92.59 | |
| Fastenal Company (FAST) | 1.5 | $746k | 16k | 46.62 | |
| IAC/InterActive | 1.0 | $508k | 11k | 47.24 | |
| McDonald's Corporation (MCD) | 0.8 | $406k | 4.6k | 88.26 | |
| Ambassadors | 0.5 | $272k | 64k | 4.26 |
