LongALSNJun 2026
Allison Transmission Holdings, Inc.
Allison Transmission is a meaningful overweight benefiting from accelerating industrial activity. Fidelity sees federal infrastructure spending and onshoring as supportive demand…
ALSN
1 published idea on Allison Transmission Holdings, Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Allison Transmission Holdings, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Allison Transmission is a meaningful overweight benefiting from accelerating industrial activity. Fidelity sees federal infrastructure spending and onshoring as supportive demand…