Follow-The-Filings

Security

Allison Transmission Hldgs I · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners max 0.4% (Renaissance Technologies LLC)

owners 17
max % 0.4%
tracked value $1.8B
qoq A 6 R 9

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Renaissance Technologies LLC 2026 Q1 0.4% Reduce +0.02 pp 2,260,397 $265M hist
Tweedy, Browne Co. LLC 2026 Q1 0.2% Add +0.07 pp 15,796 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce 0.00 pp 394,834 $46M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.06 pp 848,263 $99M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.1% Reduce 0.00 pp 532,007 $62M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.01 pp 1,235,432 $142M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.01 pp 324,347 $38M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce 0.00 pp 102,803 $12M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.03 pp 335,738 $39M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 8,562,872 $838M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,181,548 $116M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 304,746 $36M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.04 pp 240,802 $28M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 204,203 $24M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 86,278 $8M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.01 pp 63,752 $7M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,428 $167 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.04B $3.22B $3.01B
Gross profit $1.47B $1.53B $1.46B
Gross margin * 48.4% 47.4% 48.6%
Net income $673M $731M $623M
Net margin * 22.2% 22.7% 20.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.25B $1.54B $2.23B
Total non-current assets * $3.78B $3.8B $3.85B
Total assets $5.02B $5.34B $6.08B
Total current liabilities $501M $506M $460M
Total non-current liabilities * $3.29B $3.18B $3.76B
Total equity $1.23B $1.65B $1.87B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $784M $801M $836M
Cash from investing -$129M -$147M -$184M
Cash from financing -$332M -$427M $57M
Net change in cash $323M $226M $714M

ownership over time

filing count by report period · click a bar for that quarter’s holders