ALLEN INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BABA | 5K | $941.55K |
 | PCOR | 5K | $374.30K |
 | CPRT | 5K | $216.22K |
 | TEM | 5K | $376.35K |
 | PGR | 5K | $1.13M |
 | COST | 5K | $4.18M |
 | WM | 4K | $938.53K |
 | ELV | 4K | $1.32M |
 | LEN | 4K | $511.85K |
 | MS | 4K | $626.94K |
 | GE | 4K | $1.13M |
 | DDOG | 3K | $492.56K |
 | RBRK | 3K | $277.68K |
 | PSX | 3K | $451.31K |
 | AJG | 3K | $1.00M |
 | MMM | 3K | $496.58K |
 | WAB | 3K | $635.09K |
 | CCEP | 3K | $271.23K |
 | IRM | 3K | $274.83K |
 | URI | 3K | $2.41M |
Alibaba Group Holding Limited
BABA
Shares Held
5K
Value
$941.55K
Procore Technologies, Inc.
PCOR
Shares Held
5K
Value
$374.30K
Copart, Inc.
CPRT
Shares Held
5K
Value
$216.22K
Tempus AI, Inc.
TEM
Shares Held
5K
Value
$376.35K
The Progressive Corporation
PGR
Shares Held
5K
Value
$1.13M
Costco Wholesale Corporation
COST
Shares Held
5K
Value
$4.18M
Waste Management, Inc.
WM
Shares Held
4K
Value
$938.53K
Elevance Health Inc.
ELV
Shares Held
4K
Value
$1.32M
Lennar Corporation
LEN
Shares Held
4K
Value
$511.85K
Morgan Stanley
MS
Shares Held
4K
Value
$626.94K
GE Aerospace
GE
Shares Held
4K
Value
$1.13M
Datadog, Inc.
DDOG
Shares Held
3K
Value
$492.56K
Rubrik, Inc.
RBRK
Shares Held
3K
Value
$277.68K
Phillips 66
PSX
Shares Held
3K
Value
$451.31K
Arthur J. Gallagher & Co.
AJG
Shares Held
3K
Value
$1.00M
3M Company
MMM
Shares Held
3K
Value
$496.58K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
3K
Value
$635.09K
Coca-Cola Europacific Partners PLC
CCEP
Shares Held
3K
Value
$271.23K
Iron Mountain Incorporated
IRM
Shares Held
3K
Value
$274.83K
United Rentals, Inc.
URI
Shares Held
3K
Value
$2.41M