Anabranch Capital Management’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Hold |
21,419
| – | – | 19.45% | 3 |
|
|
2025
Q1 | $29.6M | Sell |
21,419
-1,254
| -6% | -$1.73M | 19.17% | 2 |
|
|
2024
Q4 | $28.7M | Sell |
22,673
-8,120
| -26% | -$10.3M | 17.19% | 2 |
|
|
2024
Q3 | $43.9M | Hold |
30,793
| – | – | 25.79% | 1 |
|
|
2024
Q2 | $39.3M | Sell |
30,793
-3,626
| -11% | -$4.63M | 23.43% | 2 |
|
|
2024
Q1 | $42.4M | Hold |
34,419
| – | – | 24.71% | 1 |
|
|
2023
Q4 | $34.8M | Sell |
34,419
-5,184
| -13% | -$5.24M | 22.15% | 2 |
|
|
2023
Q3 | $33.4M | Sell |
39,603
-3,653
| -8% | -$3.08M | 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% | +$2.65M | 24.14% | 1 |
|
|
2022
Q1 | $25M | Sell |
38,325
-20,079
| -34% | -$13.1M | 17.15% | 3 |
|
|
2021
Q4 | $37.2M | Sell |
58,404
-20
| -0% | -$12.7K | 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% | +$1.24M | 24.6% | 1 |
|
|
2021
Q1 | $35.1M | Buy |
59,728
+7,381
| +14% | +$4.34M | 25.39% | 1 |
|
|
2020
Q4 | $32.4M | Buy |
+52,347
| New | +$32.4M | 19.93% | 3 |
|