Allen Operations as of June 30, 2013
Portfolio Holdings for Allen Operations
Allen Operations holds 19 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 |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 12.7 | $7.6M | 356k | 21.23 | |
| Workday Inc cl a (WDAY) | 12.0 | $7.2M | 112k | 64.09 | |
| Berkshire Hathaway (BRK.A) | 11.6 | $6.9M | 41.00 | 168609.76 | |
| Lowe's Companies (LOW) | 9.3 | $5.6M | 136k | 40.90 | |
| Procter & Gamble Company (PG) | 7.5 | $4.5M | 58k | 77.00 | |
| MasterCard Incorporated (MA) | 6.5 | $3.9M | 6.7k | 574.49 | |
| 6.4 | $3.8M | 4.4k | 880.23 | ||
| Groupon | 4.9 | $2.9M | 342k | 8.55 | |
| Coca-Cola Company (KO) | 4.4 | $2.6M | 66k | 40.10 | |
| First Republic Bank/san F (FRCB) | 4.4 | $2.6M | 68k | 38.48 | |
| Higher One Holdings | 3.9 | $2.3M | 200k | 11.64 | |
| Xo Group | 3.5 | $2.1M | 184k | 11.20 | |
| Qualcomm (QCOM) | 3.1 | $1.8M | 30k | 61.10 | |
| American Express Company (AXP) | 2.7 | $1.6M | 22k | 74.77 | |
| MedAssets | 2.2 | $1.3M | 75k | 17.75 | |
| Argan (AGX) | 2.1 | $1.2M | 80k | 15.60 | |
| Fastenal Company (FAST) | 1.2 | $733k | 16k | 45.81 | |
| IAC/InterActive | 0.9 | $512k | 11k | 47.61 | |
| McDonald's Corporation (MCD) | 0.8 | $455k | 4.6k | 98.91 |
