ALLEN HOLDING INC /NY Long-Term Concentrated

CIK: 0000919489 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 6, 2025

Total Value ($000): $1,059,564 (100.0% shares, 0.0% debt)

Holdings (9)

KO COCA COLA CO 37.6%

Value ($000) $397,920 Shares 6,000,000 Est. Cost $27.85 Unrealized +143.8%

PLTR PALANTIR TECHNOLOGIES INC 29.3%

Value ($000) $310,114 Shares 1,700,000 Est. Cost $19.11 Unrealized +747.9%

BRK/A BERKSHIRE HATHAWAY INC DEL 23.5%

Value ($000) $248,886 Shares 330 Est. Cost $165023.42 Unrealized +340.5%

PFE PFIZER INC 3.7%

Value ($000) $38,725 Shares 1,519,800 Est. Cost $26.61 Unrealized -9.3%

IAC IAC INC 1.9%

Value ($000) $20,479 Shares 601,100 Est. Cost $93.91 Unrealized -60.3%

AFRM AFFIRM HLDGS INC 1.6%

Value ($000) $16,808 Shares 230,000 Est. Cost $30.82 Unrealized +146.9%

BAC BANK AMERICA CORP 1.5%

Value ($000) $15,477 Shares 300,000 Est. Cost $23.20 Unrealized +108.4%

JPM JPMORGAN CHASE & CO. 0.9%

Value ($000) $9,463 Shares 30,000 Est. Cost $36.24 Unrealized +716.6%

IBRX IMMUNITYBIO INC 0.2%

Value ($000) $1,691 Shares 687,571 Est. Cost $16.52 Unrealized -84.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
KO	COCA COLA CO	6,000,000	$397,920	37.6%	$27.85	+143.8%	COM	191216100
PLTR	PALANTIR TECHNOLOGIES INC	1,700,000	$310,114	29.3%	$19.11	+747.9%	CL A	69608A108
BRK/A	BERKSHIRE HATHAWAY INC DEL	330	$248,886	23.5%	$165023.42	+340.5%	CL A	084670108
PFE	PFIZER INC	1,519,800	$38,725	3.7%	$26.61	-9.3%	COM	717081103
IAC	IAC INC	601,100	$20,479	1.9%	$93.91	-60.3%	COM NEW	44891N208
AFRM	AFFIRM HLDGS INC	230,000	$16,808	1.6%	$30.82	+146.9%	COM CL A	00827B106
BAC	BANK AMERICA CORP	300,000	$15,477	1.5%	$23.20	+108.4%	COM	060505104
JPM	JPMORGAN CHASE & CO.	30,000	$9,463	0.9%	$36.24	+716.6%	COM	46625H100
IBRX	IMMUNITYBIO INC	687,571	$1,691	0.2%	$16.52	-84.4%	COM	45256X103