Allen Operations as of March 31, 2014
Portfolio Holdings for Allen Operations
Allen Operations holds 22 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 12.7 | $10M | 112k | 91.43 | |
| Charles Schwab Corporation (SCHW) | 12.1 | $9.8M | 358k | 27.33 | |
| Berkshire Hathaway (BRK.A) | 9.5 | $7.7M | 41.00 | 187341.46 | |
| Lowe's Companies (LOW) | 8.2 | $6.6M | 136k | 48.90 | |
| MasterCard Incorporated (MA) | 6.2 | $5.0M | 67k | 74.70 | |
| 5.9 | $4.7M | 4.2k | 1114.51 | ||
| Procter & Gamble Company (PG) | 5.8 | $4.7M | 58k | 80.60 | |
| First Republic Bank/san F (FRCB) | 4.5 | $3.7M | 68k | 53.99 | |
| Endurance Intl Group Hldgs I | 4.5 | $3.7M | 281k | 13.01 | |
| KBR (KBR) | 4.3 | $3.5M | 131k | 26.68 | |
| Qualcomm (QCOM) | 4.3 | $3.5M | 44k | 78.85 | |
| Castlight Health | 4.1 | $3.3M | 157k | 21.22 | |
| Groupon | 3.3 | $2.6M | 337k | 7.84 | |
| Coca-Cola Company (KO) | 3.2 | $2.5M | 66k | 38.66 | |
| Argan (AGX) | 2.6 | $2.1M | 72k | 29.74 | |
| American Express Company (AXP) | 2.4 | $1.9M | 22k | 90.05 | |
| Coupons | 2.2 | $1.8M | 73k | 24.65 | |
| 1.9 | $1.6M | 33k | 46.69 | ||
| IAC/InterActive | 0.9 | $768k | 11k | 71.42 | |
| McDonald's Corporation (MCD) | 0.6 | $451k | 4.6k | 98.04 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $262k | 2.2k | 120.46 | |
| Expedia (EXPE) | 0.2 | $200k | 2.8k | 72.41 |
