Guru Ownership Trend
Guru Analysis for Allison Transmission Holdings, Inc. (ALSN)
Allison Transmission Holdings, Inc. (ALSN), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $573.84 M.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $84.23 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 164.9%. Conversely, Paul Tudor Jones reduced exposure by 79.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Allison Transmission Holdings, Inc. (ALSN)
Major holders include Renaissance Technologies ($254.45 M), Cliff Asness ($151.04 M), Joel Greenblatt ($38.86 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 5.06 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $84.23 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited ALSN. The total reported sell value was $112.52 M.
Yes, 1 managers opened new positions in ALSN, and 4 increased their existing holdings. The total reported buy value was $28.29 M.