UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 2005
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Alleghany Corporation
Address: 7 Times Square Tower, 17th Floor
New York, NY 10036
Form 13F File Number: 28-1590
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Peter R. Sismondo
Title: Vice President, Controller, Treasurer and Assistant Secretary
Phone: 212-752-1356
Signature, Place, and Date of Signing:
/s/ Peter R. Sismondo New York, NY August 9, 2005
--------------------------------------------------------------------------------
[Signature] [City, State] [Date]
Report Type (Check only one):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers:
Form 13F Information Table Entry Total: 81
Form 13F Information Table Value Total: $ 675,310
(thousands)
List of Other Included Managers:
No. Form 13F File Number Name
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 06/30/05
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
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INVESTMENT VOTING
NAME OF ISSUER TITLE OF CUSIP MARKET SHRS OR SH/ PUT/ DISCRETION MANAGER AUTHORITY
CLASS VALUE PRIN AMT PRN CALL SOLE SHRD OTHER SOLE SHRD NONE
(X 1000) (A) (B) (C) (A) (B) (C)
FRESH DEL MONTE PRODUCE INC ORD G36738105 4,038 150,000 SH X 1 X
AMB PROPERTY CORP COM 00163T109 1,815 41,800 SH X 1 X
ALEXANDER & BALDWIN INC COM 014482103 927 20,000 SH X 1 X
AMERICAN EXPRESS CO COM 025816109 1,331 25,000 SH X 1 X
AMERICAN INTL GROUP INC COM 026874107 1,162 20,000 SH X 1 X
APACHE CORP COM 037411105 41,990 500,000 X 1 X
ANADARKO PETE CORP COM 032511107 41,075 500,000 SH X 1 X
APARTMENT INVT & MGMT CO CL A 03748R101 1,821 44,500 SH X 1 X
APPLERA CORP COM AP BIO GRP 038020903 984 50,000 SH X 1 X
APPLIED MATLS INC COM 038222105 809 50,000 SH X 1 X
ARCHSTONE SMITH TR COM 039583109 1,773 45,900 SH X 1 X
ARDEN RLTY INC COM 039793104 1,785 49,600 SH X 1 x
AUTODESK INC COM 052769106 1,030 30,000 SH X 1 X
AVALONBAY CMNTYS INC COM 053484101 1,858 23,000 SH X 1 X
BRE PROPERTIES INC CL A 05564E106 1,745 41,700 SH X 1 X
BANK OF AMERICA CORPORATION COM 060505104 9,122 200,000 SH X 1 X
BELO CORP COM SER A 080555105 839 35,000 SH X 1 X
BERKSHIRE HATHAWAY INC DEL CL B 084670207 4,262 1,531 SH X 1 X
BOEING CO COM 097023105 990 15,000 SH X 1 X
BURLINGTON NORTHN SANTA FE C COM 12189T104 376,640 8,000,000 SH X 1 X
BURLINGTON RES INC COM 122014103 1,105 20,000 SH X 1 X
CATERPILLAR INC DEL COM 149123101 1,430 15,000 SH X 1 X
CHUBB CORP COM 171232101 1,284 15,000 SH X 1 X
CITIGROUP COM 172967101 4,623 100,000 SH X 1 X
COCA COLA CO COM 191216100 1,044 25,000 SH X 1 X
CONOCOPHILLIPS COM 20825C104 1,725 30,000 SH X 1 X
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1,752 59,500 SH X 1 X
COSTCO WHSL CORP NEW COM 22160K105 1,342 30,000 SH X 1 X
COUNTRYWIDE FINANCIAL CORP COM 222372104 5,792 150,000 SH X 1 X
DEERE & CO COM 244199105 982 15,000 SH X 1 X
DEVON ENERGY CORP NEW COM 25179M103 38,010 750,000 SH X 1 X
DISNEY WALT CO COM DISNEY 254687106 1,133 45,000 SH X 1 X
DOMINION RES INC VA NEW COM 25746U109 5,284 72,000 SH X 1 X
DOW CHEM CO COM 260543103 1,113 25,000 SH X 1 X
DU PONT EI DE NEMOURS & CO COM 263534109 860 20,000 SH X 1 X
EXXON MOBIL CORP COM 30231G102 1,724 30,000 SH X 1 X
FEDERAL REALTY INVT TR SH BEN INT 313747206 1,900 32,200 SH X 1 X
FEDEX CORP COM 31428X106 1,215 15,000 SH X 1 X
GENERAL MTRS CORP COM 370442105 5,270 155,000 SH X 1 X
GUIDANT CORP COM 401698105 673 10,000 SH X 1 X
HARLEY DAVIDSON INC COM 412822108 7,440 150,000 SH X 1 X
INTEL CORP COM 458140100 1,301 50,000 SH X 1 X
INTERNATIONAL BUSINESS MACHS COM 459200101 890 12,000 SH X 1 X
INTUIT COM 461202103 451 10,000 SH X 1 X
JEFFERSON PILOT CORP COM 475070108 1,008 20,000 SH X 1 X
JOHNSON & JOHNSON COM 478160104 6,500 100,000 SH X 1 X
KERR MCGEE CORP COM 492386107 11,447 150,000 SH X 1 X
LAUDER ESTEE COS INC CL A 518439104 978 25,000 SH X 1 X
LIBERTY MEDIA CORP NEW COM SER A 530718105 1,121 110,000 SH X 1 X
LILLY ELI & CO COM 532457108 1,114 20,000 SH X 1 X
MACERICH CO COM 554382101 1,898 28,310 SH X 1 X
MAGNA INTL INC CL A 559222401 7,034 100,000 SH X 1 X
MANPOWER INC COM 56418H100 796 20,000 SH X 1 X
MEDTRONIC INC COM 585055106 1,554 30,000 SH X 1 X
MERCK & CO INC COM 589331107 31,262 1,015,000 SH X 1 X
MICROSOFT CORP COM 594918104 1,739 70,000 SH X 1 X
MILLIPORE CORP COM 601073109 1,702 30,000 SH X 1 X
NEWS CORP LTD SP ADR PFD 652487802 1,133 70,000 SH X 1 X
NOBLE ENERGY INC COM 655044105 1,135 15,000 SH X 1 X
NORDSTROM INC COM 655664100 1,359 20,000 SH X 1 X
NOVARTIS AG SPONSORED ADR 66987V109 1,186 25,000 SH X 1 X
OLD REP INTL CORP COM 680223104 3,794 150,000 SH X 1 X
PEPCO HOLDINGS INC COM 713291902 2,394 100,000 SH X 1 X
PROCTER & GAMBLE CO COM 742718109 1,583 30,000 SH X 1 X
RECKSON ASSOCS RLTY CORP COM 75621K106 1,694 50,500 SH X 1 X
ROHM & HAAS CO COM 775371107 1,159 25,000 SH X 1 X
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SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 06/30/05
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
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INVESTMENT VOTING
NAME OF ISSUER TITLE OF CUSIP MARKET SHRS OR SH/ PUT/ DISCRETION MANAGER AUTHORITY
CLASS VALUE PRIN AMT PRN CALL SOLE SHRD OTHER SOLE SHRD NONE
(X 1000) (A) (B) (C) (A) (B) (C)
RYDER SYS INC COM 783549108 732 20,000 SH X 1 X
SBC COMMUNICATIONS INC COM 78387G103 1,188 50,000 SH X 1 X
SCHLUMBERGER LTD COM 806857108 1,519 20,000 SH X 1 X
SHURGARD STORAGE CTRS INC COM 82567D104 1,641 35,700 SH X 1 X
SIGMA ALDRICH CORP COM 826552101 841 15,000 SH X 1 X
SIMON PPTY GROUP INC NEW COM 828806109 1,906 26,300 SH X 1 X
SONY CORP ADR NEW 835699307 861 25,000 SH X 1 X
STATE STR CORP COM 857477103 724 15,000 SH X 1 X
TEXAS INSTRS INC COM 882508104 561 20,000 SH X 1 X
3M CO COM 88579Y101 1,446 20,000 SH X 1 X
UNIVISION COMMUNICATIONS INC CL A 914906102 551 20,000 SH X 1 X
WACHOVIA CORP 2ND NEW COM 929903102 992 20,000 SH X 1 X
WAL MART STORES INC COM 931142103 1,928 40,000 SH X 1 X
WEYERHAUSER CO COM 962166104 1,273 20,000 SH X 1 X
WHIRLPOOL CORP COM 963320106 7,011 100,000 SH X 1 X
GRAND TOTAL 675,310 13,979,541
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