Allen Investment Management, LLC quarter change: USA Bonds: Zero-Coupon Convertibles, New
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Allen Investment Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1326234): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | United Kingdom | $8.094B | 21 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | United States | $8.071B | 1,616 |
| Vinva Investment Management Ltd | Australia | $8.068B | 435 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | United States | $8.112B | 1,762 |
| Madison Asset Management, LLC | United States | $8.064B | 349 |
| COLDSTREAM CAPITAL MANAGEMENT INC | United States | $8.117B | 1,371 |
| WHITEBOX ADVISORS LLC | United States | $8.124B | 568 |
| Compagnie Lombard Odier SCmA | Switzerland | $8.135B | 643 |
| OP Asset Management Ltd | Finland | $8.136B | 719 |
| Williams Jones Wealth Management, LLC. | United States | $8.138B | 540 |