CCM
TDG icon

Chilton Capital Management’s TransDigm Group TDG Stock Holding History

Chilton 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 		$37.8M Sell
28,382
-13,900
-33% -$17.1M 1.19% 30
2026
Q1 		$49M Buy
42,282
+14,803
+54% +$19.4M 1.71% 18
2025
Q4 		$36.5M Buy
27,479
+240
+0.9% +$315K 1.26% 24
2025
Q3 		$35.9M Sell
27,239
-11,235
-29% -$16.1M 1.21% 25
2025
Q2 		$58.5M Buy
38,474
+8,041
+26% +$11.3M 2.14% 10
2025
Q1 		$42.1M Buy
30,433
+768
+3% +$1.02M 1.82% 11
2024
Q4 		$37.6M Buy
29,665
+2,346
+9% +$3.09M 1.58% 17
2024
Q3 		$39M Sell
27,319
-884
-3% -$1.15M 1.62% 13
2024
Q2 		$36M Buy
28,203
+196
+0.7% +$251K 1.61% 12
2024
Q1 		$34.5M Sell
28,007
-582
-2% -$655K 1.63% 12
2023
Q4 		$28.9M Sell
28,589
-378
-1% -$349K 1.47% 14
2023
Q3 		$24.4M Buy
28,967
+947
+3% +$831K 1.37% 18
2023
Q2 		$25.1M Sell
28,020
-356
-1% -$282K 1.37% 19
2023
Q1 		$20.9M Sell
28,376
-800
-3% -$572K 1.21% 25
2022
Q4 		$18.4M Sell
29,176
-1,164
-4% -$686K 1.14% 35
2022
Q3 		$15.9M Buy
30,340
+265
+0.9% +$158K 1.06% 33
2022
Q2 		$16.1M Buy
30,075
+50
+0.2% +$29.5K 0.98% 42
2022
Q1 		$19.6M Buy
30,025
+1,114
+4% +$716K 1.02% 45
2021
Q4 		$18.4M Buy
28,911
+941
+3% +$589K 0.93% 46
2021
Q3 		$17.5M Buy
+27,970
New +$17.5M 0.98% 46

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

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

Chilton Capital Management reduced its TransDigm Group (TDG) stake by 33% in Q2 2026, selling an estimated $17.1M and leaving 28,382 shares worth $37.8M. The position accounts for 1.19% of the portfolio, ranked #30.

Chilton Capital Management first reported a position in TDG in Q3 2021 and has held it in 20 quarters since. The position peaked at $58.5M in Q2 2025. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Chilton Capital Management held 28,382 shares of TransDigm Group worth $37.8M as of Q2 2026.
  • Chilton Capital Management sold 13,900 TransDigm Group shares in Q2 2026, an estimated $17.1M.
  • TransDigm Group made up 1.19% of Chilton Capital Management's portfolio in Q2 2026, its #30 holding.
  • Chilton Capital Management first reported a position in TransDigm Group in Q3 2021 and has held it in 20 quarters since.
  • Chilton Capital Management's TransDigm Group position peaked at $58.5M in Q2 2025.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.