Jeremy Grantham's ALSN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 8,906 shares of Allison Transmission Holdings, Inc. (ALSN) worth $755,941, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in ALSN, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 132,927 shares. Largest reduction occurred in Q1 2020, reducing 152,300 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +167,001 | Add 0.00% | 167,000 | $23.08 |
| Q4 2013 | -167,000 | Sold Out | 167,000 | $0.00 |
| Q1 2020 | +14,700 | New Buy | 14,700 | $32.59 |
| Q2 2020 | +800 | Add 5.44% | 15,500 | $36.77 |
| Q3 2020 | +219 | Add 1.41% | 15,719 | $35.12 |
| Q1 2021 | -6,660 | Reduce 42.37% | 9,059 | $40.84 |
| Q2 2021 | -9,059 | Sold Out | 9,059 | $0.00 |
| Q4 2021 | +49,069 | New Buy | 49,069 | $36.36 |
| Q1 2022 | -24,569 | Reduce 50.07% | 24,500 | $39.27 |
| Q2 2022 | +132,927 | Add 542.56% | 157,427 | $38.45 |
| Q3 2022 | -43,000 | Reduce 27.31% | 114,427 | $33.76 |
| Q4 2022 | -16,034 | Reduce 14.01% | 98,393 | $41.60 |
| Q1 2023 | -49,800 | Reduce 50.61% | 48,593 | $45.24 |
| Q2 2023 | +45,552 | Add 93.74% | 94,145 | $56.46 |
| Q3 2023 | -48,930 | Reduce 51.97% | 45,215 | $59.06 |
| Q4 2023 | -12,215 | Reduce 27.02% | 33,000 | $58.15 |
| Q1 2024 | -1,321 | Reduce 4.00% | 31,679 | $81.16 |
| Q2 2024 | +37,905 | Add 119.65% | 69,584 | $75.90 |
| Q3 2024 | -11,314 | Reduce 16.26% | 58,270 | $96.07 |
| Q4 2024 | -34,554 | Reduce 59.30% | 23,716 | $108.06 |
| Q1 2025 | -10,999 | Reduce 46.38% | 12,717 | $95.67 |
| Q2 2025 | -2,549 | Reduce 20.04% | 10,168 | $94.99 |
| Q3 2025 | -1,262 | Reduce 12.41% | 8,906 | $84.88 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Allison Transmission Holdings, Inc. (ALSN) was in Q2 2013, adding 167,000 shares worth $3.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 8,906 shares of Allison Transmission Holdings, Inc. (ALSN), valued at approximately $755,941. 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 0.00% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Allison Transmission Holdings, Inc. (ALSN) was 167,000 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.