SEC 13F Intelligence

Burney Co/ / ALSN

Burney Co/’s Allison Transmission Hldgs I Position

Does Burney Co/ own Allison Transmission Hldgs I (ALSN)? Yes216.3K shares worth $25M (+0.79% of its 13F portfolio) as of Q1 2026, down from 310.8K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
216.3K
% of Portfolio
+0.79%
Quarters Held
29
currently held

Position History ALSN

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $17MQ2 ’19: $17MQ3 ’19: $17MQ4 ’19: $18MQ4 ’19Q1 ’20: $14MQ2 ’20: $15MQ4 ’20: $15MQ1 ’21: $15MQ1 ’21Q2 ’21: $15MQ3 ’21: $13MQ4 ’21: $11MQ1 ’22: $12MQ1 ’22Q2 ’22: $13MQ3 ’22: $10MQ4 ’22: $11MQ1 ’23: $12MQ1 ’23Q2 ’23: $16MQ3 ’23: $17MQ4 ’23: $17MQ1 ’24: $32MQ1 ’24Q2 ’24: $29MQ3 ’24: $34MQ4 ’24: $37MQ1 ’25: $32MQ1 ’25Q2 ’25: $31MQ3 ’25: $27MQ4 ’25: $30MQ1 ’26: $25MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026216.3K$25M+0.79%
Q4 2025310.8K$30M+0.95%
Q3 2025318.8K$27M+0.86%
Q2 2025323.9K$31M+1.04%
Q1 2025329.3K$32M+1.15%
Q4 2024343.5K$37M+1.31%
Q3 2024357.7K$34M+1.22%
Q2 2024386.0K$29M+1.12%
Q1 2024395.8K$32M+1.22%
Q4 2023293.8K$17M+0.72%
Q3 2023282.4K$17M+0.78%
Q2 2023280.2K$16M+0.73%
Q1 2023272.8K$12M+0.61%
Q4 2022273.4K$11M+0.58%
Q3 2022286.9K$10M+0.53%
Q2 2022340.7K$13M+0.69%
Q1 2022311.4K$12M+0.56%
Q4 2021313.6K$11M+0.49%
Q3 2021381.2K$13M+0.63%
Q2 2021377.1K$15M+0.70%
Q1 2021362.5K$15M+0.73%
Q4 2020356.7K$15M+0.84%
Q2 2020414.4K$15M+0.99%
Q1 2020434.8K$14M+1.09%
Q4 2019362.7K$18M+0.97%
Q3 2019362.4K$17M+1.02%
Q2 2019365.2K$17M+1.03%
Q1 2019370.3K$17M+1.03%
Q4 2018355.5K$16M+1.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Burney Co/’s full portfolio or all institutional holders of ALSN.