Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  Allison Transmission Holdings, Inc. (ALSN)
← All ALSN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 532,007 0.08 Reduce 21.59% 0.02 $97.64–128.85 · VW $115.50i $62,276,739 SEC
2025   Q4 678,527 0.08 Reduce 4.45% <0.01 $76.01–101.55 · VW $88.17i $66,427,793 SEC
2025   Q3 710,157 0.10 Reduce 0.36% <0.01 $83.73–99.50 · VW $88.64i $60,278,126 SEC
2025   Q2 712,727 0.11 Add 86.85% 0.05 $80.39–106.71 · VW $95.64i $67,701,938 SEC
2025   Q1 381,447 0.06 Reduce 2.13% <0.01 $92.66–121.81 · VW $103.52i $36,493,034 SEC
2024   Q4 389,767 0.07 Reduce 6.54% <0.01 $94.85–122.53 · VW $109.57i $42,118,222 SEC
2024   Q3 417,032 0.07 Reduce 1.23% <0.01 $73.80–97.25 · VW $87.98i $40,064,264 SEC
2024   Q2 422,232 0.05 Reduce 1.57% <0.01 $71.49–83.42 · VW $75.51i $32,047,409 SEC
2024   Q1 428,974 0.06 Reduce 6.89% <0.01 $55.19–81.54 · VW $69.48i $34,815,530 SEC
2023   Q4 460,730 0.05 Reduce 0.76% <0.01 $50.14–60.68 · VW $54.35i $26,791,450 SEC
2023   Q3 464,270 0.05 Reduce 9.75% <0.01 $55.17–61.53 · VW $59.08i $27,419,786 SEC
2023   Q2 514,416 0.05 Reduce 4.77% <0.01 $43.02–56.99 · VW $49.50i $29,043,927 SEC
2023   Q1 540,158 0.05 Reduce 71.42% 0.11 $41.08–50.64 · VW $45.58i $24,436,748 SEC
2022   Q4 1,889,892 0.16 Reduce 63.06% 0.23 $33.68–45.33 · VW $41.90i $78,619,507 SEC
2022   Q3 5,115,523 0.37 Reduce 1.15% <0.01 $32.63–41.95 · VW $37.26i $172,700,000 SEC
2022   Q2 5,174,843 0.40 Add 0.54% <0.01 $34.53–41.83 · VW $38.32i $198,973,000 SEC
2022   Q1 5,146,838 0.32 Reduce 0.16% <0.01 $36.28–42.00 · VW $39.28i $202,065,000 SEC
2021   Q4 5,154,838 0.29 Add 10.15% 0.03 $32.55–38.17 · VW $35.17i $187,378,000 SEC
2021   Q3 4,679,948 0.26 Add 16.18% 0.04 $34.40–40.99 · VW $37.74i $165,296,000 SEC
2021   Q2 4,028,068 0.25 Add 14158.65% 0.25 $38.54–46.40 · VW $42.01i $160,075,000 SEC
2021   Q1 28,250 <0.01 Buy <0.01 $36.50–45.92 · VW $40.76i $1,153,000 SEC
Price snapshot:
Current price$115.98
Avg. buy price$64.96
+/- since buy78.55%
52-week low$75.38
52-week high$137.28