NYSE · Consumer Discretionary

ALLISON TRANSMISSION HLDGS I ALSN

Allison Transmission Holdings, Inc., together with its subsidiaries, designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S. defense vehicles, and electrified propulsion systems worldwide.

Auto Parts: O.E.M.

Company profile

Business mix

  • It offers transmissions for various applications, including distribution, refuse, construction, fire, and emergency on-highway trucks.
  • The company also provides its transmissions and electric propulsion solutions under the Allison Transmission brand name; and remanufactured transmissions under the ReTran brand name.
  • In addition, it sells branded replacement parts, support equipment, aluminum die cast components, and other products necessary to service the installed base of vehicles utilizing its solutions, as well as defense kits, engineering services.
  • The company was formerly known as Clutch Holdings, Inc. Allison Transmission Holdings, Inc. was founded in 1915 and is headquartered in Indianapolis, Indiana.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in auto parts?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.01 FCF 6.34% Buyback 3.15%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Stockbridge Partners 2.9% $120.6M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $46.2M 2026-03-31
Tweedy, Browne Company 0.1% $1.8M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $121.3M Estimated from net added shares
Reduction amount $466,660 Estimated from net reduced shares
Net share change / base shares +92.1% +1,031,424 / 1,119,761
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.5% 13F value change +$7.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 396,957 Last 1 periods -2,123 (-0.5%) Total shares 394,834 Value $46.2M
Stockbridge Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$120.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +1,030,398 (New) Total shares 1,030,398 Value $120.6M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Major increase Shares 56.8% 13F value change +$862,542
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 10,077 Last 1 periods +5,719 (+56.8%) Total shares 15,796 Value $1.8M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.4% 13F value change -$7.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 712,727 Last 1 periods -2,570 (-0.4%) Total shares 710,157 Value $60.3M

Recent mentions

No public mentions.