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Atalan Capital Partners’s TransDigm Group TDG Stock Holding History

Atalan Capital Partners’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 		$117M Buy
87,530
+3,030
+4% +$3.72M 7.15% 5
2026
Q1 		$97.9M Sell
84,500
-3,150
-4% -$4.13M 9.03% 5
2025
Q4 		$117M Sell
87,650
-5,100
-5% -$6.68M 8.29% 6
2025
Q3 		$122M Buy
92,750
+2,750
+3% +$3.93M 8.53% 9
2025
Q2 		$137M Hold
90,000
– – 10.51% 6
2025
Q1 		$124M Sell
90,000
-13,000
-13% -$17.3M 11.83% 4
2024
Q4 		$131M Hold
103,000
– – 12.99% 4
2024
Q3 		$147M Sell
103,000
-10,500
-9% -$13.7M 12.64% 3
2024
Q2 		$145M Sell
113,500
-36,500
-24% -$46.8M 13.52% 3
2024
Q1 		$185M Sell
150,000
-50,000
-25% -$56.3M 15.27% 2
2023
Q4 		$202M Sell
200,000
-52,680
-21% -$48.6M 17.82% 1
2023
Q3 		$213M Sell
252,680
-32,062
-11% -$28.1M 19.96% 1
2023
Q2 		$255M Sell
284,742
-18,175
-6% -$14.4M 20% 1
2023
Q1 		$223M Hold
302,917
– – 18.76% 1
2022
Q4 		$191M Hold
302,917
– – 18.08% 1
2022
Q3 		$159M Sell
302,917
-2,083
-0.7% -$1.24M 17.49% 1
2022
Q2 		$164M Buy
305,000
+22,000
+8% +$13M 15.94% 1
2022
Q1 		$184M Hold
283,000
– – 13.6% 1
2021
Q4 		$180M Buy
283,000
+20,000
+8% +$12.5M 11.5% 2
2021
Q3 		$164M Buy
263,000
+26,000
+11% +$16.2M 10.24% 4
2021
Q2 		$153M Buy
237,000
+22,000
+10% +$13.8M 9.32% 3
2021
Q1 		$126M Buy
215,000
+56,500
+36% +$33.3M 8.63% 3
2020
Q4 		$98.1M Buy
158,500
+40,500
+34% +$22.3M 8.68% 5
2020
Q3 		$56.1M Buy
118,000
+55,500
+89% +$26.1M 4.89% 11
2020
Q2 		$27.6M Buy
+62,500
New +$23.7M 2.64% 12
2020
Q1 		– Sell
-40,000
Closed -$22.4M – 11
2019
Q4 		$22.4M Buy
+40,000
New +$21.9M 2.38% 13
2016
Q1 		– Sell
-34,000
Closed -$7.77M – 17
2015
Q4 		$7.77M Buy
+34,000
New +$7.65M 5% 11

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

Atalan Capital Partners's TDG Position: Q2 2026 in Review

Atalan Capital Partners increased its TransDigm Group (TDG) stake by 3.6% in Q2 2026, buying an estimated $3.72M and bringing the position to 87,530 shares worth $117M. The position accounts for 7.15% of the portfolio, ranked #5.

Atalan Capital Partners first reported a position in TDG in Q4 2015 and has held it in 27 quarters since. The position peaked at $255M in Q2 2023. 1,141 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Atalan Capital Partners held 87,530 shares of TransDigm Group worth $117M as of Q2 2026.
  • Atalan Capital Partners bought 3,030 TransDigm Group shares in Q2 2026, an estimated $3.72M.
  • TransDigm Group made up 7.15% of Atalan Capital Partners's portfolio in Q2 2026, its #5 holding.
  • Atalan Capital Partners first reported a position in TransDigm Group in Q4 2015 and has held it in 27 quarters since.
  • Atalan Capital Partners's TransDigm Group position peaked at $255M in Q2 2023.
  • 1,141 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

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