ALSN ALLISON TRANSMISSION HLDGS I

Ownership history in Oak Thistle LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle LLC reported a position in ALLISON TRANSMISSION HLDGS I (ALSN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.28% (2022 Q4)
Avg. % of fund
0.34%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 22,248 -11,650 -34.4% 0.29% $1.9M $84.39
2025 Q2 ADDED 33,898 +30,289 +839.3% 0.47% $3.2M $94.15
2025 Q1 REDUCED 3,609 -5,837 -61.8% 0.07% $345K $94.58
2023 Q4 ADDED 9,446 +3,234 +52.1% 0.16% $549K $56.67
2023 Q2 ADDED 6,212 +1,168 +23.2% 0.19% $351K $54.56
2023 Q1 REDUCED 5,044 -9,290 -64.8% 0.13% $228K $43.51
2022 Q4 ADDED 14,334 +1,522 +11.9% 1.28% $596K $39.82
2022 Q1 ADDED 12,812 +5,731 +80.9% 0.26% $503K $37.00
2021 Q4 INITIATED 7,081 0.20% $258K $34.08
% of Fund (quarterly)    ALSN price (monthly, adj. close)
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