Allen Operations as of Dec. 31, 2013
Portfolio Holdings for Allen Operations
Allen Operations holds 19 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 13.2 | $9.3M | 112k | 83.16 | |
| Charles Schwab Corporation (SCHW) | 13.2 | $9.3M | 358k | 26.00 | |
| Berkshire Hathaway (BRK.A) | 10.4 | $7.3M | 41.00 | 177902.44 | |
| Lowe's Companies (LOW) | 9.6 | $6.7M | 136k | 49.56 | |
| MasterCard Incorporated (MA) | 7.9 | $5.6M | 6.7k | 835.51 | |
| 6.8 | $4.8M | 4.2k | 1120.64 | ||
| Procter & Gamble Company (PG) | 6.7 | $4.7M | 58k | 81.41 | |
| Groupon | 5.6 | $4.0M | 337k | 11.76 | |
| First Republic Bank/san F (FRCB) | 5.0 | $3.6M | 68k | 52.36 | |
| Qualcomm (QCOM) | 4.7 | $3.3M | 45k | 74.24 | |
| Coca-Cola Company (KO) | 3.9 | $2.7M | 66k | 41.30 | |
| Argan (AGX) | 3.1 | $2.2M | 80k | 27.56 | |
| 3.0 | $2.1M | 33k | 63.62 | ||
| American Express Company (AXP) | 2.8 | $2.0M | 22k | 90.74 | |
| MedAssets | 2.1 | $1.5M | 75k | 19.83 | |
| IAC/InterActive | 1.1 | $739k | 11k | 68.72 | |
| McDonald's Corporation (MCD) | 0.6 | $446k | 4.6k | 96.96 | |
| Remark Media | 0.2 | $118k | 25k | 4.66 | |
| Rite Aid Corporation | 0.1 | $54k | 11k | 5.09 |
