Guru Ownership Over Time
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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $588.69 M.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $23.84 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 862.9%. Conversely, Joel Greenblatt reduced exposure by 38.0%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.34% | Add 2.6% | 3,034,124 | $257.54 M | Q3 2025 | |
| 0.10% | Reduce -1.4% | 1,888,335 | $160.11 M | Q3 2025 | |
| 0.05% | Add 73.9% | 314,434 | $26.69 M | Q3 2025 | |
| 0.09% | Add 42.8% | 273,666 | $23.23 M | Q3 2025 | |
| 0.06% | Reduce -38.0% | 149,873 | $12.72 M | Q3 2025 | |
| 0.02% | Add 862.9% | 131,915 | $11.2 M | Q3 2025 | |
| 0.09% | Add 6.0% | 104,722 | $8.89 M | Q3 2025 | |
| 0.00% | Reduce -12.4% | 8,906 | $755,941 | Q3 2025 | |
| 0.06% | New Buy | 8,781 | $745,331 | Q3 2025 | |
| 0.01% | Add 11.8% | 6,457 | $548,070 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Allison Transmission Holdings, Inc. (ALSN)
Top Guru holders include Renaissance Technologies ($257.54 M), Cliff Asness ($160.11 M), Paul Tudor Jones ($26.69 M). Collectively, tracked Gurus hold 5.92 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $23.84 M, with 7 Gurus buying and 4 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 1 Gurus sold out of ALSN completely. Total sell value was $12.22 M.
Yes, 1 Gurus opened new positions in ALSN, and 6 added to their existing holdings. Total buy value was $36.06 M.