How many stocks does Allen Investment Management, LLC own?

As of Q1 2019, Allen Investment Management, LLC holds 191 positions in their 13F portfolio.

What is Allen Investment Management, LLC's largest holding?

W at 5.4% of portfolio, worth $172.9M.

What is Allen Investment Management, LLC's total portfolio value?

$3.2B as of Q1 2019, tracked across 191 holdings.

Is Allen Investment Management, LLC a hedge fund?

Allen Investment Management, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Allen Investment Management, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Allen Investment Management, LLC's portfolio changed in Q1 2019?

View Allen Investment Management, LLC's latest portfolio changes, new positions, and exits for Q1 2019 on HoldingsIntel.

What is Allen Investment Management, LLC's investment strategy?

Allen Investment Management, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

AIAllen Investment Management, LLC

Institutional investor · Portfolio as of Q1 2019

Top Holdings191 positions

Checking export access…

Activity:

				Price Trend
W WAYFAIR INC	1.2M	$172.9M	5.4%	—	$148.45	0.00%	1 qtr	First report 0
GOOG ALPHABET INC	144,720	$169.8M	5.3%	—	$58.12	0.00%	1 qtr	First report 0
AAP ADVANCE AUTO PARTS INC	979,535	$167M	5.2%	—	$150.18	0.00%	1 qtr	First report 0
CMCSA COMCAST CORP NEW	4.1M	$163.8M	5.1%	—	$29.81	0.00%	1 qtr	First report 0
MSFT MICROSOFT CORP	1.4M	$163.8M	5.1%	—	$110.12	0.00%	1 qtr	First report 0
TDG TRANSDIGM GROUP INC	357,801	$162.4M	5.1%	—	$336.96	0.00%	1 qtr	First report 0
CHTR CHARTER COMMUNICATIONS INC	445,810	$154.7M	4.8%	—	$346.91	0.00%	1 qtr	First report 0
LABORATORY CRP OF AMER HLDGS	955,887	$146.2M	4.6%	—	$13.29	0.00%	1 qtr	First report 0
USFD US FOODS HLDG CORP	4M	$140.6M	4.4%	—	$34.91	0.00%	1 qtr	First report 0
LOW LOWES COS INC	1.3M	$138.7M	4.3%	—	$95.21	0.00%	1 qtr	First report 0
META META PLATFORMS INC	739,942	$123.3M	3.9%	—	$165.11	0.00%	1 qtr	First report 0
AMZN AMAZON COM INC	67,985	$121.1M	3.8%	—	$89.04	0.00%	1 qtr	First report 0
BKNG BOOKING HOLDINGS INC	66,354	$115.8M	3.6%	—	$68.18	0.00%	1 qtr	First report 0
UNH UNITEDHEALTH GROUP INC	460,961	$114M	3.6%	—	$217.04	0.00%	1 qtr	First report 0
MCO MOODYS CORP	594,287	$107.6M	3.4%	—	$169.88	0.00%	1 qtr	First report 0
VXUS ETF VANGUARD STAR FDS	1.7M	$89.6M	2.8%	—	$41.59	0.00%	1 qtr	First report 0
SYY SYSCO CORP	1.2M	$79.9M	2.5%	—	$54.38	0.00%	1 qtr	First report 0
SCHW CHARLES SCHWAB CORP (THE)	1.3M	$57M	1.8%	—	$38.47	0.00%	1 qtr	First report 0
NOW SERVICENOW INC	206,135	$50.8M	1.6%	—	$49.30	0.00%	1 qtr	First report 0
AMLP ETF ALERIAN MLP ETF	4.3M	$42.7M	1.3%	—	$26.33	0.00%	1 qtr	First report 0

$3.2B

AUM

191

Positions

Q1 2019

Filing

HI score · 4.0/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q1'19

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q1 2019 Summary

First quarter we have for this fund: 191 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $3.2B across 191 positions.

Portfolio Allocation

Top holdings by portfolio weight

W5.42%

GOOG5.32%

AAP5.23%

CMCSA5.13%

MSFT5.13%

TDG5.09%

CHTR4.84%

LABORATORY C4.58%

USFD4.40%

LOW4.34%