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Allison Transmission Holdings, Inc.

ALSN Consumer Discretionary
$113.39 +$0.57 (0.51%)
Market Cap: $9.39 B
Gurus Holding
11
Popularity Rank
#314
% of Shares Held
6.11%
Net Activity (Q4 2025)
-$84.23 M

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

$151.04 M
$38.86 M
$16.12 M
$16.02 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$28.29 M
Total Buy Value
New Buys 1
Additions 4
-$112.52 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
5

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.39% Reduce -14.3% 2,599,097 $254.45 M Q4 2025
0.08% Reduce -18.3% 1,542,810 $151.04 M Q4 2025
0.14% Add 164.9% 396,957 $38.86 M Q4 2025
0.02% Add 24.8% 164,634 $16.12 M Q4 2025
0.06% Reduce -40.2% 163,667 $16.02 M Q4 2025
0.09% Reduce -9.0% 95,309 $9.33 M Q4 2025
0.01% Reduce -79.3% 65,153 $6.38 M Q4 2025
0.00% Add 46.0% 13,001 $1.27 M Q4 2025
0.08% Add 14.8% 10,077 $986,538 Q4 2025
0.01% Reduce -1.3% 6,373 $623,917 Q4 2025
0.00% New Buy 3,725 $364,677 Q4 2025
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