Allen Holding Inc. /ny
Allen Holding Inc /NY is an investment holding firm headquartered in New York, NY. The company is affiliated with Allen & Company, a privately held boutique investment bank with a long history in real estate, technology, media, and entertainment advisory. Allen Holding Inc /NY is primarily focused on managing large concentrated investments, notably in companies like Coca-Cola, and holds substantial institutional portfolios. The firm operates with a low public profile, maintaining a tradition of discretion and exclusivity. The company is closely linked to Allen & Company, which was founded in 1922 and employs around 180 professionals, with Allen Holding and Allen Investment Management representing specialized investment vehicles within the overall structure.
Investment Strategy
Allen Holding Inc /NY manages a concentrated investment portfolio, with a primary focus on long-term holdings in major public companies, exemplified by significant positions such as Coca-Cola. The strategy favors value investing, with long holding periods and a focus on established, blue-chip names. Portfolio management is discretionary, with sector concentration and emphasis on enduring client relationships and privacy. The firm leverages the wealth management and advisory expertise of its affiliates to deliver bespoke investment solutions for ultra-high-net-worth clients and institutional investors. Transaction activity is limited and based on fundamental analysis and long-term growth projections.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KO | COCA COLA CO | 41.74% | $424.5M | 6,000,000 | $40.46 | $70.75 | -$5.2M |
P PLTR | PALANTIR TECHNOLOGIES INC | 25.47% | $259.0M | 1,900,000 | $19.11 | $136.32 | +$90.2M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 23.65% | $240.5M | 330 | $169622.00 | $728800.00 | -$23.0M |
P PFE | PFIZER INC | 2.43% | $24.7M | 1,019,800 | $31.29 | $24.24 | -$1.1M |
I IAC | IAC INC | 2.21% | $22.4M | 601,100 | $94.04 | $37.34 | -$5.2M |