SEC 13F Intelligence

Isthmus Partners, LLC / ALSN

Isthmus Partners, LLC’s Allison Transmission Hldgs I Position

Does Isthmus Partners, LLC own Allison Transmission Hldgs I (ALSN)? Yes139.3K shares worth $16M (+1.71% of its 13F portfolio) as of Q1 2026, down from 151.2K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
139.3K
% of Portfolio
+1.71%
Quarters Held
29
currently held

Position History ALSN

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q2 ’19: $8MQ3 ’19: $8MQ4 ’19: $8MQ1 ’20: $6MQ1 ’20Q2 ’20: $6MQ3 ’20: $7MQ4 ’20: $9MQ1 ’21: $9MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $8MQ1 ’22: $10MQ1 ’22Q2 ’22: $10MQ3 ’22: $9MQ4 ’22: $10MQ1 ’23: $11MQ1 ’23Q2 ’23: $14MQ3 ’23: $14MQ4 ’23: $14MQ1 ’24: $19MQ1 ’24Q2 ’24: $17MQ3 ’24: $16MQ4 ’24: $17MQ1 ’25: $15MQ1 ’25Q2 ’25: $15MQ3 ’25: $12,875Q4 ’25: $15MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026139.3K$16M+1.71%
Q4 2025151.2K$15M+1.64%
Q3 2025151.7K$12,8750.00%
Q2 2025153.5K$15M+1.70%
Q1 2025152.7K$15M+1.83%
Q4 2024152.9K$17M+2.01%
Q3 2024162.5K$16M+1.85%
Q2 2024218.1K$17M+1.95%
Q1 2024230.9K$19M+2.13%
Q4 2023244.6K$14M+1.85%
Q3 2023236.4K$14M+2.01%
Q2 2023245.9K$14M+1.89%
Q1 2023252.7K$11M+1.61%
Q4 2022252.3K$10M+1.58%
Q3 2022255.2K$9M+1.48%
Q2 2022252.6K$10M+1.81%
Q1 2022243.2K$10M+1.57%
Q4 2021226.8K$8M+1.38%
Q3 2021222.9K$8M+1.43%
Q2 2021213.9K$8M+1.50%
Q1 2021211.8K$9M+1.59%
Q4 2020209.7K$9M+1.83%
Q3 2020207.7K$7M+1.70%
Q2 2020174.9K$6M+1.59%
Q1 2020171.5K$6M+1.72%
Q4 2019170.8K$8M+1.88%
Q3 2019171.1K$8M+1.91%
Q2 2019171.9K$8M+1.90%
Q4 2018167.3K$7M+2.21%

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