Chuck Royce’s ALSN Holdings & Trades

First Buy
Q2 2018
Duration Held
30 Quarters
Largest Add
Q2 2022
+348,312 Shares
Current Position
104,722 Shares
$8.89 M Value

Chuck Royce's ALSN Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 104,722 shares of Allison Transmission Holdings, Inc. (ALSN) worth $8.89 M, representing 0.09% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in ALSN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 321,570 shares. Largest reduction occurred in Q4 2022, reducing 151,470 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's Allison Transmission Holdings (ALSN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Allison Transmission Holdings (ALSN) Trades by Chuck Royce

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2018 +23,900 New Buy 23,900 $40.50
Q3 2018 +41,100 Add 171.97% 65,000 $52.02
Q4 2018 +4,000 Add 6.15% 69,000 $43.91
Q1 2019 -50,700 Reduce 73.48% 18,300 $44.92
Q2 2019 -9,263 Reduce 50.62% 9,037 $46.36
Q3 2019 -9,000 Reduce 99.59% 37 $54.05
Q2 2020 +5 Add 13.51% 42 $47.62
Q3 2020 +70,000 Add 166666.67% 70,042 $35.14
Q4 2020 -20,100 Reduce 28.70% 49,942 $43.13
Q1 2021 -23,200 Reduce 46.45% 26,742 $40.83
Q2 2021 -26,742 Sold Out 26,742 $0.00
Q2 2022 +348,312 New Buy 348,312 $38.45
Q3 2022 +50,742 Add 14.57% 399,054 $33.76
Q4 2022 -151,470 Reduce 37.96% 247,584 $41.60
Q1 2023 -34,542 Reduce 13.95% 213,042 $45.24
Q2 2023 -65,656 Reduce 30.82% 147,386 $56.46
Q3 2023 -75,301 Reduce 51.09% 72,085 $59.06
Q4 2023 -72,085 Sold Out 72,085 $0.00
Q1 2024 +107,306 New Buy 107,306 $81.16
Q2 2024 +8,902 Add 8.30% 116,208 $75.90
Q3 2024 -5,091 Reduce 4.38% 111,117 $96.07
Q1 2025 -8,235 Reduce 7.41% 102,882 $95.67
Q2 2025 -4,081 Reduce 3.97% 98,801 $94.99
Q3 2025 +5,921 Add 5.99% 104,722 $84.88

Chuck Royce's Allison Transmission Holdings Investment FAQs

Chuck Royce first purchased Allison Transmission Holdings, Inc. (ALSN) in Q2 2018, acquiring 23,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held Allison Transmission Holdings, Inc. (ALSN) for 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce's largest addition to Allison Transmission Holdings, Inc. (ALSN) was in Q2 2022, adding 348,312 shares worth $13.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 104,722 shares of Allison Transmission Holdings, Inc. (ALSN), valued at approximately $8.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Allison Transmission Holdings, Inc. (ALSN) represents approximately 0.09% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce's peak holding in Allison Transmission Holdings, Inc. (ALSN) was 399,054 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.