Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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
2018   Q2 0 0.00 Sell 100.00% 1.26 $37.66–44.58 · VW $40.70i SEC
2018   Q1 709,600 1.26 Reduce 7.25% 0.11 $37.41–45.52 · VW $41.35i $27,717,000 SEC
2017   Q4 765,100 1.48 $43.07 $32,953,000 SEC
2017   Q3 765,100 1.29 Add 15.87% 0.18 $32.93–40.25 · VW $36.60i $28,714,000 SEC
2017   Q2 660,305 1.17 Reduce 1.33% 0.01 $34.11–40.02 · VW $37.75i $24,768,000 SEC
2017   Q1 669,225 1.08 Reduce 24.96% 0.32 $32.80–38.17 · VW $35.57i $24,132,000 SEC
2016   Q4 891,857 1.30 Reduce 10.61% 0.12 $27.03–35.76 · VW $31.50i $30,047,000 SEC
2016   Q3 997,727 1.17 Reduce 11.00% 0.14 $26.74–30.52 · VW $28.38i $28,615,000 SEC
2016   Q2 1,121,047 1.27 Reduce 4.99% 0.06 $25.88–29.96 · VW $28.09i $31,647,000 SEC
2016   Q1 1,179,987 1.21 Reduce 1.37% 0.02 $20.56–27.13 · VW $24.14i $31,836,000 SEC
2015   Q4 1,196,422 1.14 Reduce 0.69% <0.01 $24.55–29.35 · VW $27.34i $30,975,000 SEC
2015   Q3 1,204,728 1.10 Add 33.29% 0.27 $25.89–30.06 · VW $28.25i $32,154,000 SEC
2015   Q2 903,856 0.83 Add 6.77% 0.05 $29.20–32.54 · VW $30.57i $26,447,000 SEC
2015   Q1 846,541 0.82 Reduce 11.78% 0.12 $30.48–34.03 · VW $31.89i $27,039,000 SEC
2014   Q4 959,529 1.03 Add 6296.86% 1.01 $26.15–34.62 · VW $32.06i $32,528,000 SEC
2014   Q3 15,000 0.01 $28.47 $427,000 SEC
2014   Q2 15,000 0.02 $31.13 $467,000 SEC
2014   Q1 15,000 0.02 Buy 0.02 $26.41–31.27 · VW $29.25i $449,000 SEC
Price snapshot:
Current price$115.98
52-week low$75.38
52-week high$137.28