1832 Asset Management’s TransDigm Group TDG Stock Holding History

1832 Asset Management’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57.5M	Buy	49,609 +38,409	+343%	+$50.3M	0.05%	217
2025 Q4	$14.9M	Buy	+11,200	New	+$14.7M	0.01%	327
2023 Q4	–	Sell	-3,147	Closed	-$2.65M	–	901
2023 Q3	$2.65M	Sell	3,147 -56,400	-95%	-$49.5M	﹤0.01%	444
2023 Q2	$53.2M	Hold	59,547	–	–	0.06%	177
2023 Q1	$43.9M	Sell	59,547 -4,100	-6%	-$2.93M	0.06%	196
2022 Q4	$40.1M	Hold	63,647	–	–	0.07%	213
2022 Q3	$33.4M	Hold	63,647	–	–	0.06%	221
2022 Q2	$34.2M	Buy	+63,647	New	+$37.6M	0.06%	222
2021 Q4	–	Sell	-388	Closed	-$248K	–	857
2021 Q3	$248K	Buy	+388	New	+$242K	﹤0.01%	652
2013 Q4	–	Sell	-84,300	Closed	-$11.7M	–	457
2013 Q3	$11.7M	Sell	84,300 -2,000	-2%	-$285K	0.05%	210
2013 Q2	$13.5M	Buy	+86,300	New	+$12.9M	0.06%	206

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1832 Asset Management's TDG Position: Q1 2026 in Review

1832 Asset Management increased its TransDigm Group (TDG) stake by 343% in Q1 2026, buying an estimated $50.3M and bringing the position to 49,609 shares worth $57.5M. The position accounts for 0.05% of the portfolio, ranked #217.

1832 Asset Management first reported a position in TDG in Q2 2013 and has held it in 11 quarters since. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

1832 Asset Management held 49,609 shares of TransDigm Group worth $57.5M as of Q1 2026.
1832 Asset Management bought 38,409 TransDigm Group shares in Q1 2026, an estimated $50.3M.
TransDigm Group made up 0.05% of 1832 Asset Management's portfolio in Q1 2026, its #217 holding.
1832 Asset Management first reported a position in TransDigm Group in Q2 2013 and has held it in 11 quarters since.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.