0001214659-24-008471.txt : 20240507 0001214659-24-008471.hdr.sgml : 20240507 20240507060456 ACCESSION NUMBER: 0001214659-24-008471 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Allen Investment Management, LLC CENTRAL INDEX KEY: 0001326234 ORGANIZATION NAME: IRS NUMBER: 341975156 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11378 FILM NUMBER: 24919442 BUSINESS ADDRESS: STREET 1: 711 FIFTH AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2128328000 MAIL ADDRESS: STREET 1: 711 FIFTH AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: Allen Investment Management LLC DATE OF NAME CHANGE: 20050505 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001326234 XXXXXXXX 03-31-2024 03-31-2024 false Allen Investment Management, LLC

711 FIFTH AVENUE NEW YORK NY 10022

13F HOLDINGS REPORT 028-11378 N Isaac Keschner 212-832-8000 /s/ Isaac Keschner New York NY 05-07-2024 1 207 7968070986 1 0001389544 028-12302 ALLEN OPERATIONS LLC INFORMATION TABLE 2 infotable.xml MICROSOFT CORP COM 594918104 771275772 1833228 SH DFND 1 1833228 0 0 SCHWAB CHARLES CORP COM 808513105 612059999 8460879 SH DFND 1 8460879 0 0 AMAZON COM INC COM 023135106 586863444 3253484 SH DFND 1 3253484 0 0 ALPHABET INC CAP STK CL C 02079K107 551699493 3623404 SH DFND 1 3623404 0 0 VISA INC COM CL A 92826C839 538468115 1929440 SH DFND 1 1929440 0 0 UNITEDHEALTH GROUP INC COM 91324P102 424154296 857397 SH DFND 1 857397 0 0 UBER TECHNOLOGIES INC COM 90353T100 410995024 5338291 SH DFND 1 5338291 0 0 S&P GLOBAL INC COM 78409V104 384201308 903047 SH DFND 1 903047 0 0 MOODYS CORP COM 615369105 351781404 895050 SH DFND 1 895050 0 0 DANAHER CORPORATION COM 235851102 311348809 1246792 SH DFND 1 1246792 0 0 LOWES COS INC COM 548661107 269298784 1057193 SH DFND 1 1057193 0 0 SCHLUMBERGER LTD COM 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SH DFND 1 43571 0 0 HERSHEY CO COM 427866108 1268140 6520 SH DFND 1 6520 0 0 AIRBNB INC COM CL A 009066101 1199919 7274 SH DFND 1 7274 0 0 DONALDSON INC COM 257651109 1194880 16000 SH DFND 1 16000 0 0 ALICO INC COM 016230104 1182648 40391 SH DFND 1 40391 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1170140 27791 SH DFND 1 27791 0 0 EXXON MOBIL CORP COM 30231G102 1162400 10000 SH DFND 1 10000 0 0 ISHARES TR S&P 100 ETF 464287101 1160105 4689 SH DFND 1 4689 0 0 LENNAR CORP CL A 526057104 1146419 6666 SH DFND 1 6666 0 0 APPLOVIN CORP COM CL A 03831W108 978079 14130 SH DFND 1 14130 0 0 SAP SE SPON ADR 803054204 975150 5000 SH DFND 1 5000 0 0 CONOCOPHILLIPS COM 20825C104 972419 7640 SH DFND 1 7640 0 0 HCA HEALTHCARE INC COM 40412C101 885522 2655 SH DFND 1 2655 0 0 ISHARES TR MSCI ACWI EX US 464288240 850609 15932 SH DFND 1 15932 0 0 MATCH GROUP INC NEW COM 57667L107 815538 22479 SH DFND 1 22479 0 0 CISCO SYS INC COM 17275R102 783088 15690 SH DFND 1 15690 0 0 BRAZE INC COM CL A 10576N102 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6000 SH DFND 1 6000 0 0 ENSTAR GROUP LIMITED SHS G3075P101 497216 1600 SH DFND 1 1600 0 0 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 494113 11759 SH DFND 1 11759 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 493795 6549 SH DFND 1 6549 0 0 HUMANA INC COM 444859102 488182 1408 SH DFND 1 1408 0 0 CENTENE CORP DEL COM 15135B101 482652 6150 SH DFND 1 6150 0 0 COSTCO WHSL CORP NEW COM 22160K105 468876 640 SH DFND 1 640 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 465776 1720 SH DFND 1 1720 0 0 NEW YORK TIMES CO CL A 650111107 454674 10520 SH DFND 1 10520 0 0 AMERICAN EXPRESS CO COM 025816109 449915 1976 SH DFND 1 1976 0 0 EPAM SYS INC COM 29414B104 444618 1610 SH DFND 1 1610 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 443881 5813 SH DFND 1 5813 0 0 CREDIT ACCEP CORP MICH COM 225310101 441240 800 SH DFND 1 800 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 430250 1250 SH DFND 1 1250 0 0 ISHARES TR JPMORGAN USD EMG 464288281 429609 4791 SH DFND 1 4791 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 418901 2278 SH DFND 1 2278 0 0 ISHARES TR EUROPE ETF 464287861 414705 7448 SH DFND 1 7448 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 405685 698 SH DFND 1 698 0 0 NORFOLK SOUTHN CORP COM 655844108 404988 1589 SH DFND 1 1589 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 404941 3231 SH DFND 1 3231 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 403324 3202 SH DFND 1 3202 0 0 UNILEVER PLC SPON ADR NEW 904767704 401771 8005 SH DFND 1 8005 0 0 MARKEL GROUP INC COM 570535104 398628 262 SH DFND 1 262 0 0 MORGAN STANLEY COM NEW 617446448 379841 4034 SH DFND 1 4034 0 0 CELANESE CORP DEL COM 150870103 369327 2149 SH DFND 1 2149 0 0 BLACKROCK TCP CAPITAL CORP COM 09259E108 357207 34248 SH DFND 1 34248 0 0 QUALCOMM INC COM 747525103 345711 2042 SH DFND 1 2042 0 0 3M CO COM 88579Y101 339424 3200 SH DFND 1 3200 0 0 ADVANCED MICRO DEVICES INC COM 007903107 339321 1880 SH DFND 1 1880 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 324131 2041 SH DFND 1 2041 0 0 APPLIED MATLS INC COM 038222105 305839 1483 SH DFND 1 1483 0 0 DATADOG INC CL A COM 23804L103 302573 2448 SH DFND 1 2448 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 297455 10250 SH DFND 1 10250 0 0 BLADE AIR MOBILITY INC CL A COM 092667104 285000 100000 SH DFND 1 100000 0 0 INTEL CORP COM 458140100 278492 6305 SH DFND 1 6305 0 0 COPART INC COM 217204106 278479 4808 SH DFND 1 4808 0 0 PFIZER INC COM 717081103 278055 10020 SH DFND 1 10020 0 0 ASSURANT INC COM 04621X108 276148 1467 SH DFND 1 1467 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 259122 1099 SH DFND 1 1099 0 0 SHUTTERSTOCK INC COM 825690100 251955 5500 SH DFND 1 5500 0 0 ANTERO MIDSTREAM CORP COM 03676B102 246444 17528 SH DFND 1 17528 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 241858 2696 SH DFND 1 2696 0 0 NEW MTN FIN CORP COM 647551100 240857 19010 SH DFND 1 19010 0 0 NETFLIX INC COM 64110L106 238681 393 SH DFND 1 393 0 0 DEERE & CO COM 244199105 232479 566 SH DFND 1 566 0 0 FAIR ISAAC CORP COM 303250104 222431 178 SH DFND 1 178 0 0 BANK AMERICA CORP COM 060505104 222249 5861 SH DFND 1 5861 0 0 IRON MTN INC DEL COM 46284V101 216246 2696 SH DFND 1 2696 0 0 AIR PRODS & CHEMS INC COM 009158106 211017 871 SH DFND 1 871 0 0 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 209850 3000 SH DFND 1 3000 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 202610 4089 SH DFND 1 4089 0 0 LIFESTANCE HEALTH GROUP INC COM 53228F101 79426 12873 SH DFND 1 12873 0 0 VIMEO INC COMMON STOCK 92719V100 61624 15067 SH DFND 1 15067 0 0