UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2009
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: Roger B. Gorham
Title: Vice President
Phone: 212-752-1356
Signature, Place, and Date of Signing:
/s/ Roger B. Gorham New York, NY May 13, 2009
------------------------------------- --------------------- ----------------
[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: 2
Form 13F Information Table Entry Total: 73
Form 13F Information Table Value Total: $580,489
(thousands)
List of Other Included Managers:
No. Form 13F File Number Name
--- -------------------- --------------------------------
2 RSUI Indemnity Company
3 Alleghany Insurance Holdings LLC
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 03/31/09
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
---------------------------- -------------- --------- -------- ------------------- --------------- -------- --------------
INVESTMENT VOTING
DISCRETION AUTHORITY
MARKET --------------- --------------
VALUE SHRS OR SH/ PUT/ SOLE SHRD OTHER SOLE SHRD NONE
NAME OF ISSUER TITLE OF CLASS CUSIP (X 1000) PRIN AMT PRN CALL (A) (B) (C) MANAGER (A) (B) (C)
---------------------------- -------------- --------- -------- ---------- --- ---- ---- ---- ----- -------- ---- ---- ----
NABORS INDUSTRIES LTD SHS G6359F103 4,196 420,000 SH X 2 X
NABORS INDUSTRIES LTD SHS G6359F103 549 55,000 SH X 3 X
AT&T INC COM 00206R102 1,008 40,000 SH X 3 X
AGILENT TECHNOLOGIES INC COM 00846U101 461 30,000 SH X 3 X
ALEXANDER & BALDWIN INC COM 014482103 381 20,000 SH X 3 X
AMERICAN EXPRESS CO COM 025816109 477 35,000 SH X 3 X
ANADARKO PETE CORP COM 032511107 11,959 307,500 SH X 2 X
ANADARKO PETE CORP COM 032511107 3,597 92,500 SH X 3 X
APACHE CORP COM 037411105 32,622 509,000 SH X 2 X
APACHE CORP COM 037411105 10,030 156,500 SH X 3 X
APPLIED MATLS INC COM 038222105 538 50,000 SH X 3 X
AUTODESK INC COM 052769106 504 30,000 SH X 3 X
AUTOMATIC DATA PROCESSING IN COM 053015103 703 20,000 SH X 3 X
BERKSHIRE HATHAWAY INC DEL CL B 084670207 1,128 400 SH X 3 X
BHP BILLITON LTD SPONSORED ADR 088606108 32,736 734,000 SH X 2 X
BHP BILLITON LTD SPONSORED ADR 088606108 11,864 266,000 SH X 3 X
BOEING CO COM 097023105 534 15,000 SH X 3 X
BURLINGTON NORTHN SANTA FE C COM 12189T104 120,300 2,000,000 SH X 1 X
CARPENTER TECHNOLOGY CORP COM 144285103 1,384 98,000 SH X 2 X
CARPENTER TECHNOLOGY CORP COM 144285103 824 58,400 SH X 3 X
CATERPILLAR INC DEL COM 149123101 419 15,000 SH X 3 X
CHESAPEAKE ENERGY CORP COM 165167101 809 50,000 SH X 2 X
CHESAPEAKE ENERGY CORP COM 165167101 3,030 175,000 SH X 3 X
CHEVRON CORP NEW COM 166764100 14,120 210,000 SH X 2 X
CHEVRON CORP NEW COM 166764100 19,500 290,000 SH X 3 X
CHICAGO BRIDGE & IRON CO N V NY REGISTRY SH 167250109 1,586 253,000 SH X 2 X
CHICAGO BRIDGE & IRON CO N V NY REGISTRY SH 167250109 609 97,000 SH X 3 X
CHUBB CORP COM 171232101 1,270 30,000 SH X 3 X
CINCINNATI FINL CORP COM 172062101 16,009 700,000 SH X 1 X
COCA COLA CO COM 191216100 1,099 25,000 SH X 3 X
CONOCOPHILLIPS COM 20825C104 12,531 320,000 SH X 2 X
CONOCOPHILLIPS COM 20825C104 21,734 555,000 SH X 3 X
COSTCO WHSL CORP NEW COM 22160K105 1,158 25,000 SH X 3 X
DEERE & CO COM 244199105 986 30,000 SH X 3 X
DEVON ENERGY CORP NEW COM 25179M103 17,988 402,500 SH X 2 X
DEVON ENERGY CORP NEW COM 25179M103 12,289 275,000 SH X 3 X
DOW CHEM CO COM 260543103 1,770 210,000 SH X 2 X
DOW CHEM CO COM 260543103 1,602 190,000 SH X 3 X
DISNEY WALT CO COM DISNEY 254687106 817 45,000 SH X 3 X
DU PONT EI DE NEMOURS & CO COM 263534109 782 35,000 SH X 3 X
EOG RES INC COM 26875P101 3,450 63,000 SH X 2 X
EOG RES INC COM 26875P101 5,859 107,000 SH X 3 X
EMERSON ELEC CO COM 291011104 1,000 35,000 SH X 3 X
EXXON MOBIL CORP COM 30231G102 2,043 30,000 SH X 3 X
FPL GROUP INC COM 302571104 9,588 189,000 SH X 2 X
FPL GROUP INC COM 302571104 3,855 76,000 SH X 3 X
FEDEX CORP COM 31428X106 667 15,000 SH X 3 X
FREEPORT MCMORAN COPPER & GO COM 35671D857 19,055 500,000 SH X 3 X
GENERAL ELECTRIC CO COM 369604103 758 75,000 SH X 3 X
GLOBAL INDS LTD COM 379336100 14,822 3,860,000 SH X 2 X
GLOBAL INDS LTD COM 379336100 6,586 1,715,000 SH X 3 X
HELMERICH & PAYNE INC COM 423452101 2,186 96,000 SH X 2 X
HELMERICH & PAYNE INC COM 423452101 319 14,000 SH X 3 X
HOME DEPOT INC COM 437076102 471 20,000 SH X 3 X
INTEL CORP COM 458140100 1,052 70,000 SH X 3 X
INTERNATIONAL BUSINESS MACHS COM 459200101 1,163 12,000 SH X 3 X
INTUIT COM 461202103 540 20,000 SH X 3 X
JP MORGAN CHASE & CO COM 46625H100 4,705 177,000 SH X 2 X
JP MORGAN CHASE & CO COM 46625H100 1,940 73,000 SH X 3 X
JOHNSON AND JOHNSON COM 478160104 1,315 25,000 SH X 3 X
KELLOGG CO COM 487836108 916 25,000 SH X 3 X
KEY ENERGY SVCS INC COM 492914106 1,426 495,000 SH X 2 X
KEY ENERGY SVCS INC COM 492914106 590 205,000 SH X 3 X
LAUDER ESTEE COS INC CL A 518439104 616 25,000 SH X 3 X
LILLY ELI & CO COM 532457108 1,503 45,000 SH X 3 X
13F033109 1
SECURITIES AND EXCHANGE COMMISSIONS FORM 13F INFORMATION
PREPARED FOR ALLEGHANY CORPORATION
AS OF 03/31/09
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
---------------------------- -------------- --------- -------- ------------------- --------------- -------- --------------
INVESTMENT VOTING
DISCRETION AUTHORITY
MARKET --------------- --------------
VALUE SHRS OR SH/ PUT/ SOLE SHRD OTHER SOLE SHRD NONE
NAME OF ISSUER TITLE OF CLASS CUSIP (X 1000) PRIN AMT PRN CALL (A) (B) (C) MANAGER (A) (B) (C)
---------------------------- -------------- --------- -------- ---------- --- ---- ---- ---- ----- -------- ---- ---- ----
MARRIOTT INTL INC NEW CL A 571903202 573 35,000 SH X 3 X
MEDTRONIC INC COM 585055106 1,179 40,000 SH X 3 X
MICROSOFT CORP COM 594918104 1,561 85,000 SH X 3 X
NEWS CORP CL A 65248E104 463 70,000 SH X 3 X
NOBLE ENERGY INC COM 655044105 1,616 30,000 SH X 3 X
NORDSTROM INC COM 655664100 503 30,000 SH X 3 X
NOVARTIS AG SPONSORED ADR 66987V109 946 25,000 SH X 3 X
OCCIDENTAL PETE CORP DEL COM 674599105 55,650 1,000,000 SH X 3 X
OLD REP INTL CORP COM 680223104 21,640 2,000,000 SH X 3 X
PATTERSON-UTI ENERGY INC COM 703481101 1,676 187,000 SH X 2 X
PATTERSON-UTI ENERGY INC COM 703481101 116 13,000 SH X 3 X
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 7,663 251,500 SH X 2 X
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,002 98,500 SH X 3 X
PLAINS EXPL& PRODTN CO COM 726505100 5,376 312,000 SH X 2 X
PLAINS EXPL& PRODTN CO COM 726505100 2,033 118,000 SH X 3 X
PROCTER & GAMBLE CO COM 742718109 1,413 30,000 SH X 3 X
SCHLUMBERGER LTD COM 806857108 1,016 25,000 SH X 3 X
SIEMENS A G SPONSORED ADR 826197501 712 12,500 SH X 3 X
SIGMA ALDRICH CORP COM 826552101 756 20,000 SH X 3 X
SONY CORP ADR NEW 835699307 516 25,000 SH X 3 X
STATE STR CORP COM 857477103 462 15,000 SH X 3 X
SYSCO CORP COM 871829107 684 30,000 SH X 3 X
3M CO COM 88579Y101 1,094 22,000 SH X 3 X
TRICO MARINE SERVICES INC COM NEW 896106200 1,817 865,000 SH X 2 X
TRICO MARINE SERVICES INC COM NEW 896106200 756 360,000 SH X 3 X
WAL MART STORES INC COM 931142103 1,563 30,000 SH X 3 X
WASHINGTON POST CO CL B 939640108 536 1,500 SH X 3 X
WELLS FARGO & CO NEW COM 949746101 285 20,000 SH X 3 X
XTO ENERGY INC COM 98385X106 6,063 198,000 SH X 2 X
XTO ENERGY INC COM 98385X106 6,491 212,000 SH X 3 X
GRAND TOTAL 580,489 22,997,800
13F033109 2