Fund HoldingsALLEN HOLDING INC /NY

Total Portfolio Value
$1.01B
Total Bought
$18.32M
Total Sold
$91.68M
Net Transaction
-$73.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
COCA COLA CO(KO)6,000,0006,000,0000419,460456,30045.28%+36,840
PFIZER INC(PFE)1,519,8002,000,000+480,20037,84356,1605.57%+18,317
IMMUNITYBIO INC(IBRX)687,571687,57101,3615,2740.52%+3,912
IAC INC(PPLI)601,100601,100023,50324,0622.39%+559
JPMORGAN CHASE & CO(JPM)30,00030,00009,6678,8250.88%-842
BANK AMERICA CORP300,000300,000016,50014,6251.45%-1,875
AFFIRM HLDGS INC(AFRM)230,000230,000017,11910,5391.05%-6,580
BERKSHIRE HATHAWAY INC DEL317296-21239,272212,56921.09%-26,702
PALANTIR TECHNOLOGIES INC(PLTR)1,600,0001,500,000-100,000284,400219,42021.77%-64,980
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