Cibelli Mario’s Allison Transmission ALSN Stock Holding History

Cibelli Mario’s Portfolio ALSN Stock Details ALSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$1.38M	Hold	55,000	–	–	0.82%	21
2013 Q2	$1.27M	Buy	+55,000	New	+$1.27M	0.68%	19

Other funds holding ALSN

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCM

Scout Capital Management New York $6.08B AUM

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Consulta London, United Kingdom $2.01B AUM 16.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Cibelli Mario's ALSN Position: Q3 2013 in Review

Cibelli Mario held its Allison Transmission (ALSN) position steady in Q3 2013 at 55,000 shares worth $1.38M. The position accounts for 0.82% of the portfolio, ranked #21.

Cibelli Mario first reported a position in ALSN in Q2 2013 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold ALSN as of Q3 2013.

Cibelli Mario held 55,000 shares of Allison Transmission worth $1.38M as of Q3 2013.
Cibelli Mario left its Allison Transmission share count unchanged in Q3 2013.
Allison Transmission made up 0.82% of Cibelli Mario's portfolio in Q3 2013, its #21 holding.
Cibelli Mario first reported a position in Allison Transmission in Q2 2013 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2013.

Based on Cibelli Mario's 13F filing for Q3 2013, filed 14 Nov 2013.