Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Allison Transmission Holdings Inc (NYSE: ALSN)
Allison Transmission Holdings Inc is a manufacturer of commercial duty automatic transmissions and hybrid propulsion systems. The transmissions are part of vehicles used in agriculture, mining, transportation, defense, and construction. The company also offers genuine parts and refurbishment and maintenance services for transmissions. The largest end market is the on-highway segment, including class 4 up to class 8 trucks, school buses, coaches and motorhomes. Allison Transmission generates the majority of its revenue in North America.
A quick look at the price chart below for Allison Transmission Holdings shows us that the stock is up 6% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 8.18 which means that it remains undervalued.
(Source: Google Finance)
Superinvestors who currently hold positions in Allison Transmission Holdings include:
Lou Simpson – 3,790,722 total shares
Jim Simons – 1,968,900 total shares
Cliff Asness – 635,143 total shares
Ken Griffin – 619,373 total shares
Joel Greenblatt – 239,433 total shares
Paul Tudor Jones – 127,934 total shares
Steve Cohen – 121,969 total shares
Chuck Royce – 18,300 total shares
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