Oak Thistle LLC

Position in ALSN — Allison Transmission Holdings Inc

CIK 1755987 NEW YORK, NY

Position in ALSN

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,413,763

+$525,353 QoQ

Shares Held

21,410

-3.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#204

of 563 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Oak Thistle LLC holds $10,559,599 across 5 Auto Parts names. ALSN ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc	34,733	$3,198,561
2	ALSN	Allison Transmission Holdings Inc This page	21,410	$2,413,763
3	AZO	Autozone Inc	705	$2,253,137
4	LEA	Lear Corp	10,613	$1,422,778
5	BWA	Borgwarner Inc	19,147	$1,271,360

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,413,763	21,410	-3.8%	Shares	Sole	2026-07-21
2025-09-30	$1,888,410	22,248	-34.4%	Shares	Sole	2025-10-07
2025-06-30	$3,219,971	33,898	+839.3%	Shares	Sole	2025-08-08
2025-03-31	$345,273	3,609	-61.8%	Shares	Sole	2025-05-06
2023-12-31	$549,284	9,446	+52.1%	Shares	Sole	2024-01-22
2023-06-30	$350,729	6,212	+23.2%	Shares	Sole	2023-07-26
2023-03-31	$228,190	5,044	-64.8%	Shares	Sole	2023-04-27
2022-12-31	$596,294	14,334	+11.9%	Shares	Sole	2023-02-07
2022-03-31	$502,999	12,812	+80.9%	Shares	Other	2022-05-10
2021-12-31	$257,394	7,081	—	Shares	Other	2022-01-25
No filing history on record for this holder in this stock.