ALLEN HOLDING INC /NY Long-Term Concentrated

CIK: 0000919489 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 10, 2026

Total Value ($000): $1,049,125 (100.0% shares, 0.0% debt)

Holdings (9)

Decreased Positions (2)

PLTR PALANTIR TECHNOLOGIES INC 27.1%

Value ($000) $284,400 (-8.3%) Shares 1,600,000 (-5.9%) Est. Cost $19.11 Unrealized +847.1%

BRK/A BERKSHIRE HATHAWAY INC DEL 22.8%

Value ($000) $239,272 (-3.9%) Shares 317 (-3.9%) Est. Cost $165023.42 Unrealized +352.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	1,600,000 (-5.9%)	$284,400 (-8.3%)	27.1%	$19.11	+847.1%	CL A	69608A108
BRK/A	BERKSHIRE HATHAWAY INC DEL	317 (-3.9%)	$239,272 (-3.9%)	22.8%	$165023.42	+352.3%	CL A	084670108

Unchanged Positions (7)

KO COCA COLA CO 40.0%

Value ($000) $419,460 Shares 6,000,000 Est. Cost $27.85 Unrealized +149.1%

IAC IAC INC 2.2%

Value ($000) $23,503 Shares 601,100 Est. Cost $93.91 Unrealized -62.7%

BAC BANK AMERICA CORP 1.6%

Value ($000) $16,500 Shares 300,000 Est. Cost $23.20 Unrealized +127.0%

PFE PFIZER INC 3.6%

Value ($000) $37,843 Shares 1,519,800 Est. Cost $26.61 Unrealized -5.9%

IBRX IMMUNITYBIO INC 0.1%

Value ($000) $1,361 Shares 687,571 Est. Cost $16.52 Unrealized -86.3%

AFRM AFFIRM HLDGS INC 1.6%

Value ($000) $17,119 Shares 230,000 Est. Cost $30.82 Unrealized +133.5%

JPM JPMORGAN CHASE & CO. 0.9%

Value ($000) $9,667 Shares 30,000 Est. Cost $36.24 Unrealized +754.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
KO	COCA COLA CO	6,000,000	$419,460	40.0%	$27.85	+149.1%	COM	191216100
IAC	IAC INC	601,100	$23,503	2.2%	$93.91	-62.7%	COM NEW	44891N208
BAC	BANK AMERICA CORP	300,000	$16,500	1.6%	$23.20	+127.0%	COM	060505104
PFE	PFIZER INC	1,519,800	$37,843	3.6%	$26.61	-5.9%	COM	717081103
IBRX	IMMUNITYBIO INC	687,571	$1,361	0.1%	$16.52	-86.3%	COM	45256X103
AFRM	AFFIRM HLDGS INC	230,000	$17,119	1.6%	$30.82	+133.5%	COM CL A	00827B106
JPM	JPMORGAN CHASE & CO.	30,000	$9,667	0.9%	$36.24	+754.1%	COM	46625H100