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ALSN —
ALLISON TRANSMISSION HLD
CUSIP: 01973R101 · Held by 5 superinvestors · Combined value: $346,092,555
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Jim Simons | 0.4% | $254,451,596 | 2,599,097 | REDUCE | -435,027 |
| 2 | Bill Nygren | 0.1% | $66,427,793 | 678,527 | REDUCE | -31,630 |
| 3 | Ray Dalio | 0.1% | $16,022,999 | 163,667 | REDUCE | -109,999 |
| 4 | Ken Griffin | 0.0% | $8,203,629 | 83,796 | REDUCE | -398,738 |
| 5 | Tweedy Browne | 0.1% | $986,538 | 10,077 | ADD | +1,296 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Tweedy Browne | ADD | +1,296 | +14.8% |
| Bill Nygren | REDUCE | -31,630 | -4.5% |
| Jim Simons | REDUCE | -435,027 | -14.3% |
| Ken Griffin | REDUCE | -398,738 | -82.6% |
| Ray Dalio | REDUCE | -109,999 | -40.2% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Tweedy Browne | NEW BUY | +8,781 | New |
| Jim Simons | ADD | +75,600 | +2.6% |
| Ken Griffin | ADD | +167,988 | +53.4% |
| Ray Dalio | ADD | +82,075 | +42.8% |
| Bill Nygren | REDUCE | -2,570 | -0.4% |
| Polen Capital | SOLD | -4,389 | Exit |
Who Owns ALSN? Superinvestor Holdings
ALLISON TRANSMISSION HLD is held by 5 tracked superinvestors, with a combined position value of $346 million . The largest positions are held by Jim Simons (0.4% of portfolio), Bill Nygren (0.1% of portfolio), Ray Dalio (0.1% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 4 reduced or exited.