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ALLEN INVESTMENT MANAGEMENT LLC Information

711 FIFTH AVENUE, NEW YORK, New York, 10022, (212) 832-8000

Report Date: 03/31/2013

Position Statistics:

Total Positions 68
New Positions 23
Increased Positions 42
Decreased Positions 15
Positions with Activity 57
Sold Out Positions 15
Total Mkt Value
(in $ millions)		 304

Sector Weighting

Basic Materials 0.52%
Capital Goods 1.26%
Conglomerates 2.98%
Consumer Cyclical
Consumer/Non-Cyclical 1.13%
Energy 30.18%
Financial 35.1%
Healthcare 1.08%
Services 5.62%
Technology 20.95%
Transportation 0.56%
Utilities 0.61%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

68 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DELL INC COM 60,834 60,834 New 4,539,824
AMERICAN INTL GROUP INC COM NEW 35,445 8,307 30.61 783,660
BP PLC SPONSORED ADR 30,238 30,238 New 703,867
WISDOMTREE TRUST JAPN HEDGE EQT 24,661 24,661 New 473,065
ANADARKO PETE CORP COM 19,356 1,350 7.50 215,000
TRANSOCEAN LTD REG SHS 18,370 18,370 New 340,000
PLAINS EXPL& PRODTN CO COM 13,665 13,665 New 300,000
SPDR GOLD TRUST GOLD SHS 13,162 692 5.55 100,422
CHENIERE ENERGY INC COM NEW 9,180 9,180 New 300,000
TYCO INTERNATIONAL LTD SHS 9,079 514 6 265,000
PIMCO ETF TR 1-5 US TIP IDX 6,764 3,069 83.06 126,047
COMMONWEALTH REIT COM SH BEN INT 6,462 6,462 New 315,379
ISHARES TR MSCI ACWI INDX 6,137 New 114,163
MARKET VECTORS ETF TR GOLD MINER ETF 5,394 263 5.13 204,470
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 5,054 New 86,573
CLEARWIRE CORP NEW CL A 5,046 5,046 New 1,576,882
SOLAR SR CAP LTD COM 2,481 554 28.74 128,232
CAMPBELL SOUP CO COM 2,442 242 11.00 51,267
SPDR SERIES TRUST BARCLYS TIPS ETF 2,354 1,420 151.87 39,714
JOHNSON & JOHNSON COM 2,015 New 22,869