SEC 13F Intelligence

Managers / Q2 2020 · view latest →

ALLEGHANY CORP /DE

CIK 0000775368 · 1411 BROADWAY, 34TH FLOOR, NEW YORK, NY, 10018 · 212-508-8130

Reported Value
$1.2B
Q2 2020
Positions
62
Filings on Record
16
2019–present window
Filed
Aug 6, 2020
original filing

Summary

Alleghany Corp /De reported $1.2B in U.S.-listed holdings across 62 positions for Q2 2020.

Its largest position, NEM, represents 8.2% of the portfolio.

Compared with Q1 2020, the fund opened 3 new positions and exited 0.

Portfolio Metrics

Turnover
+21.4%
vs prior filed quarter
Top-10 Concentration
+53.8%
share of reported value
Largest Position
+8.2%
Newmont

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.8BQ4 ’18Q1 ’19: $2.1BQ2 ’19: $1.9BQ2 ’19Q3 ’19: $1.7BQ4 ’19: $2.2BQ4 ’19Q1 ’20: $1.5BQ2 ’20: $1.2BQ2 ’20Q3 ’20: $2.0BQ4 ’20: $2.5BQ4 ’20Q1 ’21: $3.1BQ2 ’21: $3.4BQ2 ’21Q3 ’21: $3.2BQ4 ’21: $3.4BQ4 ’21Q1 ’22: $3.2BQ2 ’22: $2.6BQ2 ’22Q3 ’22: $2.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 99.1%Other: 0.9%
  • Common Stock · 99.1% · $1.2B
  • Other · 0.9% · $11M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NEMNEWMONT CORPNEW+1.65M1.65M+$102M$102M
FNVFRANCO NEV CORPNEW+520.0K520.0K+$73M$73M
ABXBARRICK GOLD CORPORATIONNEW+1.82M1.82M+$49M$49M
GOOGLALPHABET INCTRIMMED100.0K37.1K$107M$53M
WFCWELLS FARGO CO NEWTRIMMED2.03M762.5K$61M$20M
CEDAR FAIR L PTRIMMED943.6K403.3K$14M$11M
CMCSACOMCAST CORP NEWTRIMMED1.50M925.0K$47M$36M
VVISA INCTRIMMED460.6K443.1K$60M$86M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2020

23 positions
#IssuerClass% PortfolioValueShares
1MSFTMICROSOFT CORPhistory →COM11.52%$144M705.6K
2AMZNAMAZON COM INChistory →COM11.16%$139M50.4K
3ROPROPER TECHNOLOGIES INChistory →COM9.18%$115M295.0K
4NEMNEWMONT CORPhistory →COM8.17%$102M1.65M
5VVISA INChistory →COM CL A6.86%$86M443.1K
6TMOTHERMO FISHER SCIENTIFIC INChistory →COM6.44%$80M221.6K
7FNVFRANCO NEV CORPhistory →COM5.82%$73M520.0K
8GOOGLALPHABET INChistory →CAP STK CL A4.22%$53M37.1K
9ABXBARRICK GOLD CORPORATIONhistory →COM3.94%$49M1.82M
10AAPLAPPLE INChistory →COM3.81%$47M130.1K
11APDAIR PRODS & CHEMS INChistory →COM3.72%$46M192.0K
12CICIGNA CORP NEWhistory →COM3.07%$38M204.2K
13ORIOLD REP INTL CORPhistory →COM3.03%$38M2.32M
14CMCSACOMCAST CORP NEWhistory →CL A2.89%$36M925.0K
15UNHUNITEDHEALTH GROUP INChistory →COM2.72%$34M114.9K
16MAMASTERCARD INCORPORATEDhistory →CL A2.55%$32M107.7K
17ZBHZIMMER BIOMET HOLDINGS INChistory →COM2.34%$29M244.4K
18DDOMINION ENERGY INChistory →COM1.81%$23M277.4K
19SCISERVICE CORP INTLhistory →COM1.68%$21M537.5K
20WFCWELLS FARGO CO NEWhistory →COM1.57%$20M762.5K
21JPMJPMORGAN CHASE & COhistory →COM1.37%$17M181.5K
22CSXCSX CORPhistory →COM0.91%$11M162.0K
23CEDAR FAIR L PDEPOSITRY UNIT0.87%$11M393.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2022$2.2B80Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.6B94Aug 5, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.2B96May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.4B96Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.2B99Nov 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.4B95Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.1B93May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.5B81Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.0B79Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.2B62Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.5B57May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.2B48Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.7B40Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.9B40Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.1B54May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.8B59Feb 11, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 4 additional managers.

  • RSUI Indemnity Company28-10508
  • Alleghany Insurance Holdings LLC28-06459
  • Transatlantic Reinsurance Company28-15020
  • Roundwood Asset Management LLC28-16393

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.