NM
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Naya Management’s Allison Transmission ALSN Stock Holding History

Naya Management’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,796,860
Closed -$60.9M – 13
2014
Q4 		$60.9M Sell
1,796,860
-952,400
-35% -$32.3M 4.43% 9
2014
Q3 		$78.3M Buy
2,749,260
+1,836,860
+201% +$52.3M 6.56% 8
2014
Q2 		$28.4M Buy
+912,400
New +$28.4M 2.15% 17