Allison Transmission Holdings, Inc. (ALSN): A Bull Case Theory
We came across a bullish thesis on Allison Transmission Holdings, Inc. on Value Don't Lie’s Substack. In this article, we will summarize the bulls’ thesis on ALSN.
Allison Transmission Holdings Inc (ALSN)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 2,599,097 | $254,451,596 | -15% | 0.39% |
| 2. | AQR Capital Management Cliff Asness | 1,542,810 | $151,041,075 | -19% | 0.08% |
| 3. | Millennium Management Israel Englander | 1,257,353 | $123,094,859 | +192% | 0.05% |
| 4. | Quantinno Capital Hoon Kim | 792,183 | $77,554,762 | +42% | 0.16% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 751,899 | $73,610,912 | +7% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $88.50 | 3,000 | $265,499.70 | 99,074 | 2025-08-14 | Filing | |
| $89.50 | 3,000 | $268,499.70 | 99,074 | 2025-08-14 | Filing | |
| $36.59 | 5,475 | $200,340.11 | 9,865 | 2021-11-12 | Filing | |
| $38.25 | 2,500 | $95,625.00 | 50,701 | 2020-03-06 | Filing | |
| $40.50 | 5,000 | $202,500.00 | 48,201 | 2020-03-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $117.02 | 4,712 | $551,411.90 | 99,074 | 2026-02-13 | Filing | |
| $116.00 | 4,508 | $522,920.34 | 103,786 | 2026-02-13 | Filing | |
| $115.41 | 1,128 | $130,185.75 | 108,294 | 2026-02-13 | Filing | |
| $98.79 | 1,791 | $176,932.89 | 10,021 | 2025-12-31 | Filing | |
| $84.32 | 1,788 | $150,764.16 | 11,812 | 2025-09-30 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,371,020 | $1,211,122,886 | 0.06% | |
| 2. | 8,562,872 | $838,305,168 | 0.01% | |
| 3. | 3,739,975 | $366,143,561 | 0.01% | |
| 4. | 3,313,661 | $324,407,453 | 1.09% | |
| 5. | 2,316,240 | $226,878,973 | 0.23% |
News See All
Allison Transmission Holdings, Inc. (ALSN): A Bull Case Theory
We came across a bullish thesis on Allison Transmission Holdings, Inc. on Divergent Capital’s Substack. In this article, we will summarize the bulls’ thesis on ALSN.
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q3 2025 Earnings Call Transcript
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q3 2025 Earnings Call Transcript October 29, 2025Allison Transmission Holdings, Inc. misses on earnings expectations.
J.P. Morgan Cautious on Allison, Points to Macro Drags and Delayed Upside
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Allison Transmission Holdings, Inc. (ALSN): A Bull Case Theory
We came across a bullish thesis on Allison Transmission Holdings, Inc. on Value investing subreddit by Live-Protection9305. In this article, we will summarize the bulls’ thesis on ALSN.
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q2 2025 Earnings Call Transcript
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q2 2025 Earnings Call Transcript August 4, 2025Allison Transmission Holdings, Inc. beats earnings expectations.
Oakmark Equity and Income Fund is Excited to Invest in Allison Transmission Holdings (ALSN). Here’s Why
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here.
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q1 2025 Earnings Call Transcript
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q1 2025 Earnings Call Transcript May 1, 2025Allison Transmission Holdings, Inc. misses on earnings expectations.
Here’s What Lifted Allison Transmission Holdings (ALSN) in Q4
The London Company, an investment management company, released “The London Company Mid Cap Strategy” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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