Hudson Bay Capital Management LP
Position in ALSN — Allison Transmission Holdings Inc
CIK 1393825
STAMFORD, CT
Position in ALSN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,301,485
+$1,150,187 QoQ
Shares Held
47,024
+32.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#144
of 568 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Hudson Bay Capital Management LP holds $100,814,408 across 11 Auto Parts names. ALSN ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
13,500 | $43,145,188 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
165,687 | $15,258,115 | |
| 3 | MOD |
Modine Manufacturing Co
|
47,424 | $12,663,155 | |
| 4 | BWA |
Borgwarner Inc
|
189,749 | $12,599,333 | |
| 5 | ALSN |
Allison Transmission Holdings Inc
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|
47,024 | $5,301,485 | |
| 6 | APTV |
Aptiv PLC
|
76,545 | $4,698,332 | |
| 7 | PHIN |
Phinia Inc.
|
36,103 | $2,973,804 | |
| 8 | MBLY |
Mobileye Global Inc.
|
221,642 | $2,145,494 |
All Filings in ALSN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,301,485 | 47,024 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,151,298 | 35,463 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $956,700 | 10,000 | Shares | Sole | 2025-05-14 | |
| 2022-03-31 | $2,450,334 | 62,413 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||