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Scout Capital Management’s Allison Transmission ALSN Stock Holding History

Scout Capital 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
2014
Q1 		– Sell
-2,800,000
Closed -$77.3M – 2
2013
Q4 		$77.3M Sell
2,800,000
-2,700,000
-49% -$74.5M 1.27% 18
2013
Q3 		$138M Hold
5,500,000
– – 2.8% 15
2013
Q2 		$127M Buy
+5,500,000
New +$127M 2.07% 19