Sagewood Asset Management LP

Position in ALSN — Allison Transmission Holdings Inc

CIK 1693636 NEW YORK, NY

Position in ALSN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$226,607

+$8,759 QoQ

Shares Held

2,010

+8.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#412

of 563 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Sagewood Asset Management LP holds $4,949,364 across 6 Auto Parts names. ALSN ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNTX	Gentex Corp	61,905	$1,564,339
2	ORLY	O Reilly Automotive Inc	11,414	$1,051,115
3	AZO	Autozone Inc	317	$1,013,112
4	LEA	Lear Corp	5,002	$670,568
5	LKQ	Lkq Corp	16,089	$423,623
6	ALSN	Allison Transmission Holdings Inc This page	2,010	$226,607

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,607	2,010	+8.0%	Shares	Sole	2026-07-29
2026-03-31	$217,848	1,861	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.