ALSNALLISON TRANSMISSION HLDGS I

CUSIP: 01973R101

Guru Owners

$83.4M

Total Value Held

852,271

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill Nygren	Harris Associates	678527	$66.4M	0.08%	$97.90	Q4 2025
Ray Dalio	Bridgewater Associates	163667	$16.0M	0.06%	$97.90	Q4 2025
Tweedy Browne	Tweedy Browne Company	10077	$987K	0.08%	$97.90	Q4 2025

Bill Nygren

$66.4M

0.08%

Ray Dalio

$16.0M

0.06%

Tweedy Browne

$987K

0.08%

📊 Fundamentals

Market Cap$9.7B

P/E Ratio16.0x

Near market avg

Forward P/E10.0x

P/FCF20.9x

EPS (TTM)$7.33

Revenue (TTM)$3.0B

Profit Margin20.70%

Div Yield0.99%

Beta0.95

52-Week Range

$76.01

$128.85

Current: $116.94

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.0x trailing earnings → 10.0x forward · 20.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $83.4M

REDUCEDBill Nygren$66.4M

REDUCEDRay Dalio$16.0M

REDUCEDTweedy Browne$987K

Q3 '253 owners · $84.3M

REDUCEDBill Nygren$60.3M

INCREASEDRay Dalio$23.2M

NEWTweedy Browne$745K

Q2 '252 owners · $85.9M

INCREASEDBill Nygren$67.7M

INCREASEDRay Dalio$18.2M

Q1 '252 owners · $50.6M

REDUCEDBill Nygren$36.5M

INCREASEDRay Dalio$14.1M

Q4 '242 owners · $53.1M

NEWBill Nygren$42.1M

REDUCEDRay Dalio$10.9M

Q3 '241 owners · $8.5M

INCREASEDRay Dalio$8.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 4.7%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

15.5%current: 15.5%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data