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Disclosery

FIFTHDELTA Ltd: ALSN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIFTHDELTA Ltd on ALSN, newest first. How the timeline and the estimate are built.

FIFTHDELTA Ltd held 760,474 ALSN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 760,474 shares
    Change vs previous 13F +297,600 shares

    10.05% of the 13F portfolio, value $85,735,839.

    13F-HR 0001872766-26-000006 filed by FIFTHDELTA Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 462,874 shares
    Change vs previous 13F -129,726 shares

    7.48% of the 13F portfolio, value $54,184,030.

    13F-HR 0001872766-26-000004 filed by FIFTHDELTA Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 592,600 shares
    Change vs previous 13F not available

    12.19% of the 13F portfolio, value $58,015,540.

    13F-HR 0001872766-26-000002 filed by FIFTHDELTA Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).