ALLEGHANY CORP /DE

CIK

775368

Location

New York, NY

Portfolio Value

Small $164,813,031

Diversification

Diversified

Filing Date

Global Rank

#742 / 6,688 ▼ 59

Top Industry

Healthcare Plans 10.8%

3Y Alpha vs SPY

-5.6%

Period ended 3 years ago

Filed Nov 1, 2022 · 3y

11 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.5%

SPY

+78.1%

Annualised alpha

-5.6%

Max drawdown

−11.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022

Top Position

6.5%

+0.4 pts

Top 5

29.6%

+1.3 pts

Top 10

54.5%

+2.9 pts

HHI

455

Diversified+37

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2022

Sector	% Portfolio	Value	Positions
Healthcare	21.5%	$476,557,935	4
Financial Services	20.1%	$444,719,542	6
Basic Materials	17.5%	$386,470,937	4
Technology	13.9%	$307,371,032	3
Industrials	10.1%	$222,831,217	3
Utilities	7.4%	$164,813,031	2
Consumer Cyclical	7.4%	$162,924,509	2
Communication Services	2.2%	$48,972,800	1

Last Quarter's Activity

Export CSV

Sep 30, 2022 vs Jun 30, 2022

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
GOOGL	Alphabet Inc.	+486,400	512,000	$48,972,800
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
APD	Air Products & Chemicals, Inc.	615,333	$147,975,278
CMCSA	Comcast Corp	2,011,390	$73,970,877
FCX	Freeport-Mcmoran Inc	2,087,000	$61,065,619
ILMN	Illumina, Inc.	101,635	$18,227,067
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $164,813,031 total · Utilities only · as of Sep 30, 2022

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
D	Dominion Energy, Inc Utilities	Held	1,780,000	0	$123,015,798	−13.4%	74.64%
NEE	Nextera Energy Inc Utilities	Held	533,060	0	$41,797,233	+1.2%	25.36%