Allen Operations LLC

SEC CIK: 0001389544
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

AYI holding history

Acuity Inc. (DE) in every 13F filed by Allen Operations LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AYI overview All 13F holders of AYI Full Q2 2026 holdings

Shares (Q2 2026): 344,100
Value: $129.6M
% of portfolio: 18.0%
Quarters held: 22; Since Q1 2021

Holdings of AYI by Allen Operations LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	344,100	$129.6M	18.0%	00.0%	Unchanged	Holders
Q1 2026	344,100	$96.4M	14.4%	00.0%	Unchanged	Holders
Q4 2025	344,100	$123.9M	15.5%	00.0%	Unchanged	Holders
Q3 2025	344,100	$118.5M	14.1%	00.0%	Unchanged	Holders
Q2 2025	344,100	$102.7M	14.1%	00.0%	Unchanged	Holders
Q1 2025	344,100	$90.6M	14.9%	00.0%	Unchanged	Holders
Q4 2024	344,100	$100.5M	15.9%	00.0%	Unchanged	Holders
Q3 2024	344,100	$94.8M	16.0%	00.0%	Unchanged	Holders
Q2 2024	344,100	$83.1M	16.3%	00.0%	Unchanged	Holders
Q1 2024	344,100	$92.5M	17.6%	00.0%	Unchanged	Holders
Q4 2023	344,100	$70.5M	14.0%	00.0%	Unchanged	Holders
Q3 2023	344,100	$58.6M	13.0%	00.0%	Unchanged	Holders
Q2 2023	344,100	$56.1M	12.5%	00.0%	Unchanged	Holders
Q1 2023	344,100	$62.9M	15.9%	00.0%	Unchanged	Holders
Q4 2022	344,100	$57.0M	15.2%	00.0%	Unchanged	Holders
Q3 2022	344,100	$54.2M	14.5%	00.0%	Unchanged	Holders
Q2 2022	344,100	$53.0M	13.3%	00.0%	Unchanged	Holders
Q1 2022	344,100	$65.1M	11.5%	00.0%	Unchanged	Holders
Q4 2021	344,100	$72.9M	10.1%	00.0%	Unchanged	Holders
Q3 2021	344,100	$59.7M	9.2%	00.0%	Unchanged	Holders
Q2 2021	344,100	$64.4M	11.0%	00.0%	Unchanged	Holders
Q1 2021	344,100	$56.8M	11.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.