Jeremy Grantham's ALSN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 13,001 shares of Allison Transmission Holdings, Inc. (ALSN) worth $1.27 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ALSN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 132,927 shares. Largest reduction occurred in Q4 2013, reducing 167,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Allison Transmission Holdings (ALSN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Allison Transmission Holdings (ALSN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,095 | Add 45.98% | 13,001 | $97.90 |
| Q3 2025 | -1,262 | Reduce 12.41% | 8,906 | $84.88 |
| Q2 2025 | -2,549 | Reduce 20.04% | 10,168 | $94.99 |
| Q1 2025 | -10,999 | Reduce 46.38% | 12,717 | $95.67 |
| Q4 2024 | -34,554 | Reduce 59.30% | 23,716 | $108.06 |
| Q3 2024 | -11,314 | Reduce 16.26% | 58,270 | $96.07 |
| Q2 2024 | +37,905 | Add 119.65% | 69,584 | $75.90 |
| Q1 2024 | -1,321 | Reduce 4.00% | 31,679 | $81.16 |
| Q4 2023 | -12,215 | Reduce 27.02% | 33,000 | $58.15 |
| Q3 2023 | -48,930 | Reduce 51.97% | 45,215 | $59.06 |
| Q2 2023 | +45,552 | Add 93.74% | 94,145 | $56.46 |
| Q1 2023 | -49,800 | Reduce 50.61% | 48,593 | $45.24 |
| Q4 2022 | -16,034 | Reduce 14.01% | 98,393 | $41.60 |
| Q3 2022 | -43,000 | Reduce 27.31% | 114,427 | $33.76 |
| Q2 2022 | +132,927 | Add 542.56% | 157,427 | $38.45 |
| Q1 2022 | -24,569 | Reduce 50.07% | 24,500 | $39.27 |
| Q4 2021 | +49,069 | New Buy | 49,069 | $36.36 |
| Q2 2021 | -9,059 | Sold Out | 0 | $0.00 |
| Q1 2021 | -6,660 | Reduce 42.37% | 9,059 | $40.84 |
| Q3 2020 | +219 | Add 1.41% | 15,719 | $35.12 |
| Q2 2020 | +800 | Add 5.44% | 15,500 | $36.77 |
| Q1 2020 | +14,700 | New Buy | 14,700 | $32.59 |
| Q4 2013 | -167,000 | Sold Out | 0 | $0.00 |
| Q2 2013 | +167,000 | Add 0.00% | 167,000 | $23.08 |
Jeremy Grantham's Allison Transmission Holdings Investment FAQs
Jeremy Grantham first purchased Allison Transmission Holdings, Inc. (ALSN) in Q2 2013, acquiring 167,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Allison Transmission Holdings, Inc. (ALSN) for 26 quarters since Q2 2013.
Jeremy Grantham's largest addition to Allison Transmission Holdings, Inc. (ALSN) was in Q2 2013, adding 167,000 shares worth $3.85 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 13,001 shares of Allison Transmission Holdings, Inc. (ALSN), valued at approximately $1.27 M.
As of the Q4 2025 filing, Allison Transmission Holdings, Inc. (ALSN) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Allison Transmission Holdings, Inc. (ALSN) was 167,000 shares, as reported at the end of Q2 2013.