Alleghany Corp De (775368) Portfolio


Number of Companies: 29
Inflow: $330,004 K
Outflow: $-292,740 K
Net Flow: $37,263 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
6 1 Barrick Gold Corp (ABX) Precious Metal Mining 5,000,000 New Holding 5,000,000 $21.35 $106,750 $106,750
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 1,000,000 Added More 700,000 $93.74 $65,618 $93,740
3060 21 Blackrock Inc (BLK) Investment Management 400,000 Added More 175,000 $342.53 $59,942 $137,012
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 795,000 New Holding 795,000 $65.19 $51,826 $51,826
4 1 Newell Rubbermaid Inc (NWL) Home And Office Furnishings 637,877 New Holding 637,877 $48.57 $30,981 $30,981
2410 8 Polaris Industries Inc (PII) Recreational Vehicles 175,000 New Holding 175,000 $81.76 $14,308 $14,308
958 4 Cons Tomoka Land Co-Florida (CTO) Real Estate Owners And Developers 12,166 New Holding 12,166 $47.47 $577 $577
1912 36 Ares Commercial Real Estate (ACRE) Mortgage Finance 125,115 No Change 0 $12.29 $0 $1,537
2971 79 Occidental Petroleum Corp (OXY) Exploration And Production 285,000 No Change 0 $75.56 $0 $21,534
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 2,150,000 No Change 0 $95.74 $0 $205,841
3072 34 Microsoft Corp (MSFT) Infrastructure Software 3,000,000 No Change 0 $51.17 $0 $153,510
3007 24 Dentsply Sirona Inc (XRAY) Medical Equipment 1,600,000 No Change 0 $62.04 $0 $99,264
3059 25 Pepsico Inc (PEP) Beverages 255,000 No Change 0 $105.94 $0 $27,014
2617 3 Csx Corp (CSX) Rail Freight 5,000,000 No Change 0 $26.08 $0 $130,400
316 16 Hess Corp (HES) Exploration And Production 405,000 No Change 0 $60.10 $0 $24,340
9 1 Devon Energy Corp (DVN) Exploration And Production 880,000 No Change 0 $36.25 $0 $31,900
3070 18 Home Depot Inc (HD) Home Products Stores 255,000 No Change 0 $127.69 $0 $32,560
3064 14 Walt Disney Cothe (DIS) Entertainment Content 1,900,000 No Change 0 $97.82 $0 $185,858
3046 32 Air Products And Chemicals Inc (APD) Basic And Diversified Chemicals 385,000 No Change 0 $142.04 $0 $54,685
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 1,744,178 No Change 0 $62.14 $0 $108,383
3012 21 Kimberly-Clark Corp (KMB) Household Products 200,000 No Change 0 $137.48 $0 $27,496
2953 2 Roper Technologies Inc (ROP) Industrial Automation Controls 800,000 Sold Some -25,000 $170.56 $-4,264 $136,448
397 5 Old Republic Intl Corp (ORI) P And C Insurance 2,500,000 Sold Some -331,467 $19.29 $-6,393 $48,225
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 1,655,000 Sold Some -375,000 $55.84 $-20,940 $92,415
2981 80 Eog Resources Inc (EOG) Exploration And Production 683,406 Sold Some -316,594 $83.42 $-26,410 $57,009
2966 39 Jm Smucker Cothe (SJM) Packaged Food 0 Sold All -205,000 $152.41 $-31,244 $0
2805 17 Church And Dwight Co Inc (CHD) Household Products 0 Sold All -365,000 $102.89 $-37,554 $0
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 1,000,000 Sold Some -525,000 $104.15 $-54,678 $104,150
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 1,500,000 Sold Some -1,500,000 $74.17 $-111,255 $111,255