UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 2004
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: 375 Park Avenue
New York, NY 10152
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 February 10, 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: 79
Form 13F Information Table Value Total: $ 633,239
(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 12/31/04
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
TITLE INVESTMENT VOTING
NAME OF ISSUER OF CLASS CUSIP MARKET SHRS OR SH/ PUT/ DISCRETION MANAGER AUTHORITY
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 4,442 150,000 SH X 1 X
AMB PROPERTY CORP COM 00163T109 1,543 38,200 SH X 1 X
ALEXANDER & BALDWIN INC COM 014482103 848 20,000 SH X 1 X
AMERICAN EXPRESS CO COM 025816109 1,127 20,000 SH X 1 X
AMERICAN INTL GROUP INC COM 026874107 1,313 20,000 SH X 1 X
APARTMENT INVT & MGMT CO CL A 03748R101 1,569 40,700 SH X 1 X
APPLERA CORP COM AP BIO GRP 038020903 1,046 50,000 SH X 1 X
APPLIED MATLS INC COM 038222105 855 50,000 SH X 1 X
ARCH COAL INC COM 039380100 10,662 300,000 SH X 1 X
ARCHSTONE SMITH TR COM 039583109 1,758 45,900 SH X 1 X
ARDEN RLTY INC COM 039793104 1,603 42,500 SH X 1 x
AUTODESK INC COM 052769106 1,139 30,000 SH X 1 X
AVALONBAY CMNTYS INC COM 053484101 1,872 24,864 SH X 1 X
AVERY DENNISON CORP COM 053611109 600 10,000 SH X 1 X
BANK OF AMERICA
CORPORATION COM 060505104 9,398 200,000 SH X 1 X
BELO CORP COM SER A 080555105 787 30,000 SH X 1 X
BERKSHIRE HATHAWAY
INC DEL CL B 084670207 4,495 1,531 SH X 1 X
BIOGEN IDEC INC COM 09062X903 666 10,000 SH X 1 X
BOEING CO COM 097023105 777 15,000 SH X 1 X
BURLINGTON NORTHN SANTA
FE C COM 12189T104 378,480 8,000,000 SH X 1 X
BURLINGTON RES INC COM 122014103 870 20,000 SH X 1 X
CAMDEN PPTY TR SH BEN INT 133131102 1,724 33,800 SH X 1 X
CIGNA CORP COM 125509109 81,570 1,000,000 SH X 1 X
CATERPILLAR INC DEL COM 149123101 1,463 15,000 SH X 1 X
CHUBB CORP COM 171232101 1,154 15,000 SH X 1 X
CITIGROUP COM 172967101 4,818 100,000 SH X 1 X
COCA COLA CO COM 191216100 1,041 25,000 SH X 1 X
CONOCOPHILLIPS COM 20825C104 1,302 15,000 SH X 1 X
COSTCO WHSL CORP NEW COM 22160K105 1,452 30,000 SH X 1 X
DEERE & CO COM 244199105 1,116 15,000 SH X 1 X
DISNEY WALT CO COM DISNEY 254687106 1,251 45,000 SH X 1 X
DOMINION RES INC VA NEW COM 25746U109 4,877 72,000 SH X 1 X
DOW CHEM CO COM 260543103 1,238 25,000 SH X 1 X
DU PONT EI DE NEMOURS
& CO COM 263534109 981 20,000 SH X 1 X
EXXON MOBIL CORP COM 30231G102 1,538 30,000 SH X 1 X
FEDEX CORP COM 31428X106 1,477 15,000 SH X 1 X
GUIDANT CORP COM 401698105 721 10,000 SH X 1 X
INTERACTIVECORP COM 44919P102 552 20,000 SH X 1 X
INTEL CORP COM 458140100 1,170 50,000 SH X 1 X
INTERNATIONAL BUSINESS
MACHS COM 459200101 1,183 12,000 SH X 1 X
JEFFERSON PILOT CORP COM 475070108 1,039 20,000 SH X 1 X
JOHNSON & JOHNSON COM 478160104 6,342 100,000 SH X 1 X
KERR MCGEE CORP COM 492386107 8,669 150,000 SH X 1 X
LAUDER ESTEE COS INC CL A 518439104 687 15,000 SH X 1 X
LIBERTY MEDIA CORP NEW COM SER A 530718105 1,208 110,000 SH X 1 X
LIBERTY MEDIA INTL INC COM SER A 530719103 306 6,625 SH X 1 X
LILLY ELI & CO COM 532457108 1,135 20,000 SH X 1 X
MBIA INC COM 55262C100 316 5,000 SH X 1 X
MACERICH CO COM 554382101 1,778 28,310 SH X 1 X
MAGNA INTL INC CL A 559222401 4,643 56,250 SH X 1 X
MANPOWER INC COM 56418H100 966 20,000 SH X 1 X
MEDTRONIC INC COM 585055106 1,490 30,000 SH X 1 X
MERCK & CO INC COM 589331107 32,622 1,015,000 SH X 1 X
MICROSOFT CORP COM 594918104 1,870 70,000 SH X 1 X
MILLIPORE CORP COM 601073109 1,494 30,000 SH X 1 X
NEWS CORP LTD SP ADR PFD 652487802 1,306 70,000 SH X 1 X
NOBLE ENERGY INC COM 655044105 925 15,000 SH X 1 X
NORDSTROM INC COM 655664100 935 20,000 SH X 1 X
NOVARTIS AG SPONSORED ADR 66987V109 1,264 25,000 SH X 1 X
OLD REP INTL CORP COM 680223104 3,795 150,000 SH X 1 X
PEPCO HOLDINGS INC COM 713291902 2,132 100,000 SH X 1 X
PINNACLE WEST CAP CORP COM 723484101 8,882 200,000 SH X 1 X
RECKSON ASSOCS RLTY CORP COM 75621K106 1,572 47,900 SH X 1 X
REGENCY CTRS CORP COM 758849103 1,740 31,400 SH X 1 X
ROHM & HAAS CO COM 775371107 1,106 25,000 SH X 1 X
RYDER SYS INC COM 783549108 955 20,000 SH X 1 X
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SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 12/31/04
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
TITLE INVESTMENT VOTING
NAME OF ISSUER OF CLASS CUSIP MARKET SHRS OR SH/ PUT/ DISCRETION MANAGER AUTHORITY
VALUE PRIN AMT PRN CALL SOLE SHRD OTHER SOLE SHRD NONE
(X 1000) (A) (B) (C) (A) (B) (C)
SBC COMMUNICATIONS INC COM 78387G103 1,289 50,000 SH X 1 X
SL GREEN RLTY CORP COM 78440X101 1,677 27,700 SH X 1 X
SCHLUMBERGER LTD COM 806857108 1,339 20,000 SH X 1 X
SHURGARD STORAGE CTRS INC COM 82567D104 1,571 35,700 SH X 1 X
SIGMA ALDRICH CORP COM 826552101 605 10,000 SH X 1 X
SIMON PPTY GROUP INC NEW COM 828806109 1,701 26,300 SH X 1 X
SONY CORP ADR NEW 835699307 974 25,000 SH X 1 X
STATE STR CORP COM 857477103 737 15,000 SH X 1 X
TEXAS INSTRS INC COM 882508104 492 20,000 SH X 1 X
3M CO COM 88579Y101 1,641 20,000 SH X 1 X
WACHOVIA CORP 2ND NEW COM 929903102 1,052 20,000 SH X 1 X
WAL MART STORES INC COM 931142103 2,113 40,000 SH X 1 X
WEYERHAUSER CO COM 962166104 1,344 20,000 SH X 1 X
GRAND TOTAL 633,239 13,146,680
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