Joel Greenblatt’s ALSN Holdings & Trades

First Buy
Q3 2013
Duration Held
49 Quarters
Largest Add
Q2 2014
+934,368 Shares
Current Position
149,873 Shares
$12.72 M Value

Joel Greenblatt's ALSN Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 149,873 shares of Allison Transmission Holdings, Inc. (ALSN) worth $12.72 M, representing 0.06% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ALSN, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 934,368 shares. Largest reduction occurred in Q3 2015, reducing 1.7 M shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Allison Transmission Holdings (ALSN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Allison Transmission Holdings (ALSN) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2013 +30,139 New Buy 30,139 $25.05
Q4 2013 +39,717 Add 131.78% 69,856 $27.61
Q1 2014 -6,834 Reduce 9.78% 63,022 $29.94
Q2 2014 +934,368 Add 1482.61% 997,390 $31.10
Q3 2014 -914,317 Reduce 91.67% 83,073 $28.49
Q4 2014 +839,113 Add 1010.09% 922,186 $33.90
Q1 2015 +905,890 Add 98.23% 1.83 M $31.94
Q2 2015 +208,147 Add 11.39% 2.04 M $29.26
Q3 2015 -1.7 M Reduce 83.46% 336,760 $26.69
Q4 2015 +52,739 Add 15.66% 389,499 $25.89
Q1 2016 -375,927 Reduce 96.52% 13,572 $26.97
Q2 2016 -4,904 Reduce 36.13% 8,668 $28.26
Q3 2016 +96,281 Add 1110.76% 104,949 $28.68
Q4 2016 -104,949 Sold Out 104,949 $0.00
Q1 2017 +7,214 New Buy 7,214 $36.04
Q2 2017 +41,348 Add 573.16% 48,562 $37.52
Q3 2017 +612,726 Add 1261.74% 661,288 $37.53
Q4 2017 +63,514 Add 9.60% 724,802 $43.07
Q1 2018 -75,952 Reduce 10.48% 648,850 $39.06
Q2 2018 -157,655 Reduce 24.30% 491,195 $40.49
Q3 2018 -48,299 Reduce 9.83% 442,896 $52.01
Q4 2018 -183,459 Reduce 41.42% 259,437 $43.91
Q1 2019 -20,004 Reduce 7.71% 239,433 $44.92
Q2 2019 -135,668 Reduce 56.66% 103,765 $46.35
Q3 2019 -70,194 Reduce 67.65% 33,571 $47.06
Q4 2019 -25,515 Reduce 76.00% 8,056 $48.29
Q1 2020 -8,056 Sold Out 8,056 $0.00
Q2 2020 +23,151 New Buy 23,151 $36.76
Q3 2020 -23,151 Sold Out 23,151 $0.00
Q3 2021 +7,357 New Buy 7,357 $35.34
Q4 2021 +11,911 Add 161.90% 19,268 $36.33
Q1 2022 -5,506 Reduce 28.58% 13,762 $39.24
Q2 2022 +14,872 Add 108.07% 28,634 $38.45
Q3 2022 -28,634 Sold Out 28,634 $0.00
Q4 2022 +13,370 New Buy 13,370 $41.60
Q1 2023 +5,003 Add 37.42% 18,373 $45.24
Q2 2023 +25,385 Add 138.16% 43,758 $56.46
Q3 2023 +19,875 Add 45.42% 63,633 $59.06
Q4 2023 -7,862 Reduce 12.36% 55,771 $58.15
Q1 2024 -3,022 Reduce 5.42% 52,749 $81.16
Q2 2024 +8,235 Add 15.61% 60,984 $75.90
Q3 2024 +15,560 Add 25.51% 76,544 $96.07
Q4 2024 +1,465 Add 1.91% 78,009 $108.06
Q1 2025 +26,240 Add 33.64% 104,249 $95.67
Q2 2025 +137,337 Add 131.74% 241,586 $94.99
Q3 2025 -91,713 Reduce 37.96% 149,873 $84.88

Joel Greenblatt's Allison Transmission Holdings Investment FAQs

Joel Greenblatt first purchased Allison Transmission Holdings, Inc. (ALSN) in Q3 2013, acquiring 30,139 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Allison Transmission Holdings, Inc. (ALSN) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Allison Transmission Holdings, Inc. (ALSN) was in Q2 2014, adding 997,390 shares worth $31.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 149,873 shares of Allison Transmission Holdings, Inc. (ALSN), valued at approximately $12.72 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 0.06% of Joel Greenblatt'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.

Joel Greenblatt's peak holding in Allison Transmission Holdings, Inc. (ALSN) was 2,036,223 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.