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Anabranch Capital Management’s TransDigm Group TDG Stock Holding History

Anabranch Capital 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
Q2 		$31.4M Buy
23,588
+1,820
+8% +$2.23M 24% 2
2026
Q1 		$25.2M Sell
21,768
-5,787
-21% -$7.59M 21.96% 2
2025
Q4 		$36.6M Hold
27,555
– – 24.63% 1
2025
Q3 		$36.3M Buy
27,555
+6,136
+29% +$8.77M 22.86% 2
2025
Q2 		$32.6M Hold
21,419
– – 19.45% 3
2025
Q1 		$29.6M Sell
21,419
-1,254
-6% -$1.67M 19.17% 2
2024
Q4 		$28.7M Sell
22,673
-8,120
-26% -$10.7M 17.19% 2
2024
Q3 		$43.9M Hold
30,793
– – 25.79% 1
2024
Q2 		$39.3M Sell
30,793
-3,626
-11% -$4.65M 23.43% 2
2024
Q1 		$42.4M Hold
34,419
– – 24.71% 1
2023
Q4 		$34.8M Sell
34,419
-5,184
-13% -$4.78M 22.15% 2
2023
Q3 		$33.4M Sell
39,603
-3,653
-8% -$3.2M 24.42% 2
2023
Q2 		$38.7M Hold
43,256
– – 28.42% 1
2023
Q1 		$31.9M Hold
43,256
– – 26.15% 1
2022
Q4 		$27.2M Hold
43,256
– – 25.95% 1
2022
Q3 		$22.7M Hold
43,256
– – 24.39% 1
2022
Q2 		$23.2M Buy
43,256
+4,931
+13% +$2.91M 24.14% 1
2022
Q1 		$25M Sell
38,325
-20,079
-34% -$12.9M 17.15% 3
2021
Q4 		$37.2M Sell
58,404
-20
-0% -$12.5K 21.07% 3
2021
Q3 		$36.5M Sell
58,424
-3,225
-5% -$2.01M 20.94% 3
2021
Q2 		$39.9M Buy
61,649
+1,921
+3% +$1.21M 24.6% 1
2021
Q1 		$35.1M Buy
59,728
+7,381
+14% +$4.35M 25.39% 1
2020
Q4 		$32.4M Buy
+52,347
New +$28.8M 19.93% 3

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Anabranch Capital Management's TDG Position: Q2 2026 in Review

Anabranch Capital Management increased its TransDigm Group (TDG) stake by 8.4% in Q2 2026, buying an estimated $2.23M and bringing the position to 23,588 shares worth $31.4M. The position accounts for 24% of the portfolio, ranked #2.

Anabranch Capital Management first reported a position in TDG in Q4 2020 and has held it in 23 quarters since. The position peaked at $43.9M in Q3 2024. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Anabranch Capital Management held 23,588 shares of TransDigm Group worth $31.4M as of Q2 2026.
  • Anabranch Capital Management bought 1,820 TransDigm Group shares in Q2 2026, an estimated $2.23M.
  • TransDigm Group made up 24% of Anabranch Capital Management's portfolio in Q2 2026, its #2 holding.
  • Anabranch Capital Management first reported a position in TransDigm Group in Q4 2020 and has held it in 23 quarters since.
  • Anabranch Capital Management's TransDigm Group position peaked at $43.9M in Q3 2024.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Anabranch Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.