Which hedge funds own ALSN? ALLISON TRANSMISSION HLDGS I, Q2 2026 13F holders
62 tracked hedge funds disclosed a position in ALSN (ALLISON TRANSMISSION HLDGS I) in their Q2 2026 13F filings, worth $1.3bn in total. The largest holder by portfolio weight is FIFTHDELTA Ltd at 10.1% of its book. 22 opened a new position this quarter: Turas Capital Management LP, ClearAlpha Technologies LP, Oak Thistle LLC, Fox Run Management, L.L.C.. 7 exited: Lighthouse Investment Partners, LLC, Graham Capital Management, L.P., Mirabella Financial Services LLP.
- 62
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 22
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $36.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $15.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.3bn
- Combined value Sum of the holders' reported positions in the security.
- 5.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lighthouse Investment Partners, LLC | 0.4% | $11.5m |
| Graham Capital Management, L.P. | 0.04% | $1.2m |
| Mirabella Financial Services LLP | 0.03% | $320k |
| Prelude Capital Management, LLC | 0.02% | $272k |
| Holocene Advisors, LP | 0.0% | $1.8m |
| Brevan Howard Capital Management LP | 0.0% | $437k |
| Weiss Asset Management LP | 0.0% | $205k |
Ownership over time
Who discovered ALSN first? Beta
| ValueAct Holdings, L.P. high conviction | Q4 2013 | +1.3 pts |
| SRS Investment Management, LLC | Q3 2012 | +0.7 pts |
| Gates Capital Management, Inc. high conviction | Q1 2014 | +0.4 pts |
| Maverick Capital Ltd | Q2 2014 | +0.3 pts |
| Brant Point Investment Management LLC | Q2 2014 | +0.2 pts |
| PointState Capital LP | Q2 2014 | +0.2 pts |
| Axon Capital LP high conviction | Q4 2014 | +0.1 pts |
| Kingdon Capital Management, L.L.C. | Q2 2014 | −0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.