Fund HoldingsALLEN HOLDING INC /NY

Total Portfolio Value
$927.15M
Total Bought
$21.85M
Total Sold
$26.42M
Net Transaction
-$4.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
COCA COLA CO(KO)6,000,0006,000,0000381,900431,16046.50%+49,260
BERKSHIRE HATHAWAY INC DEL3733730228,366257,81027.81%+29,444
PALANTIR TECHNOLOGIES INC(PLTR)3,000,0002,750,000-250,00075,990102,30011.03%+26,310
PFIZER INC(PFE)500,0001,000,000+500,00013,99028,9403.12%+14,950
IAC INC(PPLI)578,100601,100+23,00028,16232,3513.49%+4,190
AFFIRM HLDGS INC(AFRM)30,262255,262+225,0007,71110,4201.12%+2,708
ANGI INC1,700,0001,700,00003,2644,3860.47%+1,122
VIMEO INC487,049487,04901,8172,4600.27%+643
MATCH GROUP INC NEW(MTCH)45,00045,00001,3671,7030.18%+336
JPMORGAN CHASE & CO.(JPM)30,00030,00006,0686,3260.68%+258
ARGAN INC31,71624,000-7,7162,3202,4340.26%+114
BANK AMERICA CORP1,050,0001,050,000041,75941,6644.49%-94
TRIPADVISOR INC(TRIP)181,826181,82603,2382,6350.28%-604
IMMUNITYBIO INC(IBRX)687,571687,57104,3452,5580.28%-1,788
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