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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $503.25 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $38.98 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 140.2%. Conversely, Ray Dalio reduced exposure by 30.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Allison Transmission Holdings, Inc. (ALSN)
Major holders include Renaissance Technologies (RenTech) ($218.6 M), Cliff Asness ($127.44 M), Joel Greenblatt ($40.78 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3.82 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $38.98 M, with 3 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited ALSN. The total reported sell value was $57.4 M.
Yes, 1 managers opened new positions in ALSN, and 2 increased their existing holdings. The total reported buy value was $18.41 M.
