ALLEN HOLDING INC /NY
RIA/Wealth
ALLEN HOLDING INC /NY is a RIA/Wealth based in Vancouver, WA led by Stuart Bradley Allen, managing $1.1B across 9 long positions as of Q3 2025 with 38% Consumer Defensive concentration, with only 9 positions, and 38% allocation to KO.
Managing PartnerStuart Bradley Allen
- Portfolio Value
- $1.1B
- Positions
- 9
- Top Holding
- KO at 37.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ALLEN HOLDING INC /NY's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Beverages - Non-Alcoholic Consumer Defensive | $397.9M | 37.56% | — | 0.14% 6.0M shares | |
Software - Infrastructure Technology | $310.1M | 29.27% | -$36.5M Sold | 0.07% 1.7M shares | |
Insurance - Diversified Financial Services | $248.9M | 23.49% | — | 0.02% 330.0 shares | |
Drug Manufacturers - General Healthcare | $38.7M | 3.65% | +$12.7M Bought | 0.03% 1.5M shares | |
Internet Content & Information Communication Services | $20.5M | 1.93% | — | — 601.1K shares | |
Software - Infrastructure Technology | $16.8M | 1.59% | -$1.8M Sold | 0.07% 230.0K shares | |
Banks - Diversified Financial Services | $15.5M | 1.46% | — | 0.00% 300.0K shares | |
Banks - Diversified Financial Services | $9.5M | 0.89% | — | 0.00% 30.0K shares | |
Biotechnology Healthcare | $1.7M | 0.16% | — | 0.07% 687.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ALLEN HOLDING INC /NY's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+49.03% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-10.53% | |
-9.9% |
Analytics
Portfolio insights and performance metrics for ALLEN HOLDING INC /NY
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