Churchill 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
$16.1M Buy
10,591
+3,333
+46% +$5.07M 0.17% 45
2025
Q1
$10M Buy
7,258
+1,592
+28% +$2.2M 0.13% 69
2024
Q4
$7.18M Sell
5,666
-746
-12% -$945K 0.08% 93
2024
Q3
$9.15M Sell
6,412
-206
-3% -$294K 0.11% 80
2024
Q2
$8.46M Sell
6,618
-153
-2% -$195K 0.1% 82
2024
Q1
$8.34M Sell
6,771
-1,479
-18% -$1.82M 0.1% 80
2023
Q4
$8.35M Sell
8,250
-759
-8% -$768K 0.13% 71
2023
Q3
$7.6M Sell
9,009
-935
-9% -$788K 0.13% 77
2023
Q2
$8.89M Sell
9,944
-1,060
-10% -$948K 0.15% 74
2023
Q1
$8.11M Buy
+11,004
New +$8.11M 0.17% 74
2020
Q1
Sell
-19,075
Closed -$10.7M 126
2019
Q4
$10.7M Sell
19,075
-297
-2% -$166K 0.2% 62
2019
Q3
$10.1M Sell
19,372
-1,004
-5% -$523K 0.26% 56
2019
Q2
$9.86M Sell
20,376
-593
-3% -$287K 0.27% 54
2019
Q1
$9.52M Sell
20,969
-690
-3% -$313K 0.25% 50
2018
Q4
$7.37M Sell
21,659
-1,610
-7% -$547K 0.32% 48
2018
Q3
$8.66M Buy
23,269
+923
+4% +$344K 0.19% 59
2018
Q2
$7.71M Buy
22,346
+691
+3% +$238K 0.21% 58
2018
Q1
$6.65M Buy
+21,655
New +$6.65M 0.19% 55