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 (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 | 2,958,524 | $281,030,195 | -6% | 0.37% |
| 2. | AQR Capital Management Cliff Asness | 1,915,887 | $181,741,067 | +19% | 0.15% |
| 3. | Harris Associates Natixis Global Asset Management | 712,727 | $67,701,938 | +87% | 0.11% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 489,375 | $46,485,731 | -2% | 0.03% |
| 5. | Polaris Capital Management Bernard Horn | 308,700 | $29,323,413 | -38% | 1.95% |
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 |
|---|---|---|---|---|---|---|
| $84.32 | 1,788 | $150,764.16 | 11,812 | 2025-09-30 | Filing | |
| $94.69 | 1,788 | $169,305.72 | 13,600 | 2025-06-30 | Filing | |
| $105.24 | 3,412 | $359,078.88 | 11,924 | 2025-05-21 | Filing | |
| $98.05 | 5,358 | $525,351.90 | 13,667 | 2025-05-07 | Filing | |
| $95.33 | 1,788 | $170,450.04 | 15,388 | 2025-04-01 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,382 | $287,064 | 0.02% |
News See All
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.
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q4 2024 Earnings Call Transcript
Allison Transmission Holdings, Inc. (NYSE:ALSN) Q4 2024 Earnings Call Transcript February 11, 2025Allison Transmission Holdings, Inc. beats earnings expectations.
Here's Why Allison Transmission Holdings (ALSN) Surged in Q3
Polaris Capital Management, an investment management company, released its third quarter 2024 investor letter. A copy of the same can be downloaded here.
Jim Cramer's Lightning Rounds: 12 Stocks Under the Spotlight
Jim Cramer, host of Mad Money, recently discussed the outlook for the stock market following a year of strong gains, cautioning that investors’ overly optimistic expectations for Federal Reserve rate...
Market Agrees with Fidelity Dividend Growth Fund’s Assessment on Allison Transmission Holdings (ALSN)
Fidelity Investments, an investment management company, recently released its “Fidelity Dividend Growth Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Allison Transmission Holdings (ALSN) in Q3
The London Company, an investment management company, released “The London Company Mid Cap Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here. U.S.
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