How many shares of ALSN does LONDON CO OF VIRGINIA own?

As of 2026-Q2, LONDON CO OF VIRGINIA holds 1.8M shares of ALSN (ALLISON TRANSMISSION HOLDING).

What is LONDON CO OF VIRGINIA's ALSN position worth?

As of 2026-Q2, LONDON CO OF VIRGINIA's ALSN position is worth $205.7M.

In 2026-Q2, LONDON CO OF VIRGINIA decreased their ALSN position (-4.2% change in shares).

Based on available 13F filings, LONDON CO OF VIRGINIA first reported a position in ALSN in 2019-Q3. They have held the position across 28 quarters.

Position history for LONDON CO OF VIRGINIA's holdings in ALLISON TRANSMISSION HOLDING

Current Value

$205.7M

Current Shares

1.8M

Total Value Change

+$170.5M

Total Shares Change

+1.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.8M	-4.2%	$205.7M	1.2%	$112.49	0
2026-Q1	Decreased	1.9M	-9.3%	$223M	1.4%	$116.51	0
2025-Q4	Decreased	2.1M	-6.3%	$205.6M	1.2%	$97.20	0
2025-Q3	Decreased	2.2M	-4.6%	$190.3M	1.1%	$83.99	0
2025-Q2	Decreased	2.4M	-4.1%	$223.3M	1.3%	$93.70	0
2025-Q1	Decreased	2.5M	-4.1%	$234.6M	1.3%	$94.14	0
2024-Q4	Decreased	2.6M	-0.6%	$276.2M	1.5%	$106.04	0
2024-Q3	Increased	2.6M	+2.1%	$247M	1.3%	$94.08	49
2024-Q2	Increased	2.5M	+1.3%	$191.1M	1.1%	$74.11	49
2024-Q1	Increased	2.5M	+1.2%	$201.8M	1.1%	$78.98	49
2023-Q4	Increased	2.5M	+1.7%	$142.8M	0.8%	$56.40	43
2023-Q3	Increased	2.4M	+1.1%	$142.6M	0.9%	$57.03	43
2023-Q2	Decreased	2.4M	-5.9%	$134.8M	0.8%	$54.31	0
2023-Q1	Decreased	2.5M	-0.8%	$114.8M	0.7%	$43.30	0
2022-Q4	Decreased	2.6M	-1.3%	$106.4M	0.6%	$39.63	0
2022-Q3	Decreased	2.6M	-0.7%	$87.5M	0.6%	$32.01	0
2022-Q2	Decreased	2.6M	-1.3%	$100.3M	0.6%	$36.26	0
2022-Q1	Increased	2.6M	+2.0%	$103.8M	0.5%	$36.82	43
2021-Q4	Decreased	2.6M	-3.8%	$94.2M	0.5%	$33.92	0
2021-Q3	Decreased	2.7M	-6.3%	$95.1M	0.5%	$32.78	0
2021-Q2	Increased	2.9M	+2.6%	$114.2M	0.6%	$36.71	43
2021-Q1	Increased	2.8M	+0.8%	$114.3M	0.7%	$37.56	43
2020-Q4	Increased	2.8M	+4.2%	$119.8M	0.7%	$39.48	44
2020-Q3	Increased	2.7M	+7.5%	$93.7M	0.7%	$32.02	45
2020-Q2	Increased	2.5M	+26.4%	$91.3M	0.7%	$33.36	52
2020-Q1	Increased	2M	+124.9%	$64M	0.6%	$29.43	67
2019-Q4	Increased	873,200	+16.8%	$42.2M	0.3%	$43.42	40
2019-Q3	New	747,397	-	$35.2M	0.3%	$42.14	48