Jeff Ubben - ValueAct Holdings,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    18
Portfolio value:    $5,712,466,529
Holdings Activity Buys Sells    History
Holding/activity history for  Allison Transmission Holdings (ALSN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q1 0 0.00 Sell 100.00% 2.97 SEC
2016   Q4 10,525,204 2.97 Reduce 44.97% 2.22 $33.69 $354,594,000 SEC
2016   Q3 19,125,204 4.93 $28.68 $548,511,000 SEC
2016   Q2 19,125,204 5.04 $28.23 $539,905,000 SEC
2016   Q1 19,125,204 5.36 $26.98 $515,998,000 SEC
2015   Q4 19,125,204 4.12 $25.89 $495,152,000 SEC
2015   Q3 19,125,204 3.71 $26.69 $510,452,000 SEC
2015   Q2 19,125,204 3.78 $29.26 $559,603,000 SEC
2015   Q1 19,125,204 4.57 $31.94 $610,859,000 SEC
2014   Q4 19,125,204 5.25 Add 6.10% 0.30 $33.90 $648,344,000 SEC
2014   Q3 18,025,204 4.40 $28.49 $513,538,000 SEC
2014   Q2 18,025,204 5.42 $31.10 $560,584,000 SEC
2014   Q1 18,025,204 5.43 $29.94 $539,675,000 SEC
2013   Q4 18,025,204 5.50 Add 289.72% 4.09 $27.61 $497,676,000 SEC
2013   Q3 4,625,204 1.39 Buy 1.39 $25.05 $115,861,000 SEC