Banbury Partners’s TransDigm Group TDG Stock Holding History

Banbury 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
2020 Q3	–	Sell	-46,582	Closed	-$20.6M	–	17
2020 Q2	$20.6M	Buy	+46,582	New	+$17.6M	8.43%	3

Other funds holding TDG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Banbury Partners's TDG Position: Q3 2020 in Review

Banbury Partners sold out of TransDigm Group (TDG) in Q3 2020, closing a stake of 46,582 shares — an estimated $20.6M sold.

Banbury Partners first reported a position in TDG in Q2 2020 and held it in 1 quarter. The position peaked at $20.6M in Q2 2020. 553 funds tracked by Wall St. Rank hold TDG as of Q3 2020.

Banbury Partners reported no remaining TransDigm Group position as of Q3 2020 after selling out during the quarter.
Banbury Partners sold 46,582 TransDigm Group shares in Q3 2020, an estimated $20.6M.
Banbury Partners first reported a position in TransDigm Group in Q2 2020 and held it in 1 quarter.
Banbury Partners's TransDigm Group position peaked at $20.6M in Q2 2020.
553 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2020.

Based on Banbury Partners's 13F filing for Q3 2020, filed 16 Nov 2020.