Allen Investment Management, LLC

Position in W — Wayfair Inc.

CIK 1326234 NEW YORK, NY

Back to W Full portfolio

Position in W

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$69,245,685

+$12,894,593 QoQ

Shares Held

749,250

0.0% QoQ

Ownership

0.547%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#34

of 452 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in W Over Time

Shares Held

Position Value (USD)

Position in Internet Retail

Consumer Cyclical · as of Jun 30, 2026

Allen Investment Management, LLC holds $701,417,525 across 5 Internet Retail names. W ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	2,316,405	$552,091,967
2	W	Wayfair Inc. This page	749,250	$69,245,685
3	MELI	Mercadolibre Inc	34,063	$57,818,195
4	CPNG	Coupang, Inc.	1,258,000	$21,851,460
5	BABA	Alibaba Group Holding Ltd	4,274	$410,218

All Filings in W

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,245,685	749,250	0.0%	Shares	Defined	2026-08-05
2026-03-31	$56,351,092	749,250	0.0%	Shares	Defined	2026-05-07
2025-12-31	$75,232,192	749,250	+32.3%	Shares	Defined	2026-02-10
2025-09-30	$50,583,112	566,250	-3.6%	Shares	Defined	2025-11-06
2025-06-30	$30,044,750	587,500	0.0%	Shares	Defined	2025-08-07
2025-03-31	$18,817,625	587,500	0.0%	Shares	Defined	2025-05-07
2024-12-31	$26,038,000	587,500	-5.9%	Shares	Defined	2025-02-10
2024-09-30	$35,084,410	624,500	-3.3%	Shares	Defined	2024-11-07
2024-06-30	$34,037,215	645,500	0.0%	Shares	Defined	2024-08-08
2024-03-31	$43,816,540	645,500	0.0%	Shares	Defined	2024-05-07
2023-12-31	$39,827,350	645,500	-7.2%	Shares	Defined	2024-02-14
2023-09-30	$42,126,435	695,500	-5.8%	Shares	Defined	2023-11-13
2023-06-30	$47,977,380	738,000	-0.0%	Shares	Defined	2023-08-07
2023-03-31	$25,344,224	738,038	0.0%	Shares	Defined	2023-05-09
2022-12-31	$24,274,069	738,038	-11.4%	Shares	Defined	2023-02-13
2022-09-30	$27,115,386	833,038	0.0%	Shares	Defined	2022-11-07
2022-06-30	$36,287,135	833,038	0.0%	Shares	Defined	2022-08-08
2022-03-31	$92,283,949	833,038	0.0%	Shares	Defined	2022-05-05
2021-12-31	$158,252,228	833,038	+3.3%	Shares	Defined	2022-02-10
2021-09-30	$205,950,769	806,038	-8.5%	Shares	Defined	2021-11-05
2021-06-30	$278,152,506	881,038	-5.4%	Shares	Defined	2021-08-11
2021-03-31	$293,044,210	931,038	0.0%	Shares	Defined	2021-05-17
2020-12-31	$210,237,690	931,038	-1.7%	Shares	Defined	2021-02-03
2020-09-30	$275,586,470	947,000	-5.0%	Shares	Defined	2020-11-03
2020-06-30	$197,017,170	997,000	-9.1%	Shares	Defined	2020-08-10
2020-03-31	$58,623,680	1,097,000	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.