Position in ALSN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$89,064
+$75,017 QoQ
Shares Held
790
+507.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#452
of 563 holders
Holding Since
Dec 2024
2 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, 2026Bayforest Capital Ltd holds $1,695,198 across 14 Auto Parts names. ALSN ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHIN |
Phinia Inc.
|
4,419 | $363,993 | |
| 2 | LEA |
Lear Corp
|
2,029 | $272,007 | |
| 3 | GT |
Goodyear Tire & Rubber Co /Oh/
|
41,192 | $271,867 | |
| 4 | BWA |
Borgwarner Inc
|
3,797 | $252,120 | |
| 5 | DCH |
Dauch Corp
|
25,224 | $136,714 | |
| 6 | ALSN |
Allison Transmission Holdings Inc
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|
790 | $89,064 | |
| 7 | MBLY |
Mobileye Global Inc.
|
7,598 | $73,548 | |
| 8 | MGA |
Magna International Inc
|
804 | $52,790 |
All Filings in ALSN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,064 | 790 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $14,047 | 130 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||