ALLEN INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MA | 34K | $19.61M |
 | GD | 34K | $11.58M |
 | SYY | 32K | $2.66M |
 | PWR | 32K | $13.26M |
 | IAC | 29K | $1.00M |
 | NFLX | 25K | $30.34M |
 | MTCH | 22K | $793.96K |
 | ALCO | 21K | $731.53K |
 | NKE | 20K | $1.43M |
 | CNI | 20K | $1.89M |
 | CCJ | 19K | $1.63M |
 | MCD | 19K | $5.84M |
 | EPD | 19K | $593.72K |
 | HD | 19K | $7.56M |
 | WULF | 19K | $211.30K |
 | BRZE | 17K | $487.86K |
 | DCI | 16K | $1.31M |
 | ANGI | 15K | $250.63K |
 | VMEO | 15K | $116.77K |
 | IBM | 15K | $4.23M |
Mastercard Incorporated
MA
Shares Held
34K
Value
$19.61M
General Dynamics Corporation
GD
Shares Held
34K
Value
$11.58M
Sysco Corporation
SYY
Shares Held
32K
Value
$2.66M
Quanta Services, Inc.
PWR
Shares Held
32K
Value
$13.26M
IAC InterActive Corp.
IAC
Shares Held
29K
Value
$1.00M
Netflix, Inc.
NFLX
Shares Held
25K
Value
$30.34M
Match Group, Inc.
MTCH
Shares Held
22K
Value
$793.96K
Alico, Inc.
ALCO
Shares Held
21K
Value
$731.53K
NIKE, Inc.
NKE
Shares Held
20K
Value
$1.43M
Canadian National Railway Company
CNI
Shares Held
20K
Value
$1.89M
Cameco Corporation
CCJ
Shares Held
19K
Value
$1.63M
McDonald's Corporation
MCD
Shares Held
19K
Value
$5.84M
Enterprise Products Partners L.P.
EPD
Shares Held
19K
Value
$593.72K
The Home Depot, Inc.
HD
Shares Held
19K
Value
$7.56M
TeraWulf Inc.
WULF
Shares Held
19K
Value
$211.30K
Braze, Inc.
BRZE
Shares Held
17K
Value
$487.86K
Donaldson Company, Inc.
DCI
Shares Held
16K
Value
$1.31M
Angi Inc.
ANGI
Shares Held
15K
Value
$250.63K
Vimeo, Inc.
VMEO
Shares Held
15K
Value
$116.77K
International Business Machines Corporation
IBM
Shares Held
15K
Value
$4.23M