LONDON CO OF VIRGINIA

Position in ALSN — Allison Transmission Holdings Inc

CIK 1259887 RICHMOND, VA

Back to ALSN Full portfolio

Position in ALSN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$205,703,261

-$17,327,996 QoQ

Shares Held

1,824,581

-4.2% QoQ

Ownership

2.21%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#11

of 566 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Common Shares in ALSN Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $270,934,199 across 2 Auto Parts names. ALSN ranks #1 (75.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ALSN	Allison Transmission Holdings Inc This page	1,824,581	$205,703,261
2	ORLY	O Reilly Automotive Inc	708,339	$65,230,938

All Filings in ALSN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,703,261	1,824,581	-4.2%	Shares	Sole	2026-08-14
2026-03-31	$223,031,257	1,905,273	-9.3%	Shares	Sole	2026-05-15
2025-12-31	$205,588,825	2,099,988	-6.3%	Shares	Sole	2026-02-17
2025-09-30	$190,273,628	2,241,678	-4.6%	Shares	Sole	2025-11-14
2025-06-30	$223,280,739	2,350,571	-4.1%	Shares	Sole	2025-08-14
2025-03-31	$234,573,751	2,451,905	-4.1%	Shares	Sole	2025-05-15
2024-12-31	$276,169,374	2,555,704	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$246,957,638	2,570,601	+2.1%	Shares	Sole	2024-11-14
2024-06-30	$191,058,667	2,517,242	+1.2%	Shares	Sole	2024-08-14
2024-03-31	$201,780,560	2,486,207	+1.2%	Shares	Sole	2024-05-15
2023-12-31	$142,826,808	2,456,179	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$142,576,391	2,414,094	+1.1%	Shares	Sole	2023-11-14
2023-06-30	$134,813,945	2,387,778	-5.9%	Shares	Sole	2023-08-14
2023-03-31	$114,786,004	2,537,268	-0.8%	Shares	Sole	2023-05-15
2022-12-31	$106,419,206	2,558,154	-1.3%	Shares	Sole	2023-02-14
2022-09-30	$87,502,982	2,591,913	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$100,340,350	2,609,632	-1.3%	Shares	Sole	2022-08-15
2022-03-31	$103,784,516	2,643,518	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$94,168,564	2,590,607	-3.8%	Shares	Sole	2022-02-14
2021-09-30	$95,086,384	2,692,140	-6.3%	Shares	Sole	2021-11-15
2021-06-30	$114,173,059	2,873,001	+2.6%	Shares	Sole	2021-08-16
2021-03-31	$114,345,762	2,800,533	+0.8%	Shares	Sole	2021-05-14
2020-12-31	$119,821,307	2,778,143	+4.2%	Shares	Sole	2021-02-16
2020-09-30	$93,716,552	2,666,948	+7.5%	Shares	Sole	2020-11-13
2020-06-30	$91,278,654	2,481,747	+26.4%	Shares	Sole	2020-08-14
2020-03-31	$64,035,996	1,963,692	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.