Crow's Nest Holdings’s TransDigm Group TDG Stock Holding History

Crow's Nest Holdings’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 Q1	$27.4M	Sell	23,667 -6,058	-20%	-$7.94M	6.41%	8
2025 Q4	$39.5M	Sell	29,725 -1,700	-5%	-$2.23M	9%	6
2025 Q3	$41.4M	Sell	31,425 -3,575	-10%	-$5.11M	8.63%	6
2025 Q2	$53.2M	Sell	35,000 -5,500	-14%	-$7.72M	11.74%	4
2025 Q1	$56M	Sell	40,500 -3,500	-8%	-$4.67M	13.86%	4
2024 Q4	$55.8M	Hold	44,000	–	–	11.76%	3
2024 Q3	$62.8M	Buy	44,000 +12,500	+40%	+$16.3M	11.59%	3
2024 Q2	$40.2M	Sell	31,500 -7,500	-19%	-$9.62M	9.05%	7
2024 Q1	$48M	Sell	39,000 -16,500	-30%	-$18.6M	9.25%	6
2023 Q4	$56.1M	Sell	55,500 -15,835	-22%	-$14.6M	12.52%	4
2023 Q3	$60.1M	Sell	71,335 -3,665	-5%	-$3.22M	15.3%	4
2023 Q2	$67.1M	Sell	75,000 -345	-0.5%	-$273K	15.9%	3
2023 Q1	$55.5M	Sell	75,345 -11,050	-13%	-$7.89M	15.33%	4
2022 Q4	$54.4M	Sell	86,395 -12,775	-13%	-$7.53M	18.05%	3
2022 Q3	$52M	Sell	99,170 -7,300	-7%	-$4.36M	18.85%	3
2022 Q2	$57.1M	Buy	106,470 +9,070	+9%	+$5.35M	20.42%	2
2022 Q1	$63.5M	Buy	97,400 +71,000	+269%	+$45.6M	16.01%	3
2021 Q4	$16.8M	Buy	+26,400	New	+$16.5M	12.99%	2

Other funds holding TDG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crow's Nest Holdings's TDG Position: Q1 2026 in Review

Crow's Nest Holdings reduced its TransDigm Group (TDG) stake by 20% in Q1 2026, selling an estimated $7.94M and leaving 23,667 shares worth $27.4M. The position accounts for 6.41% of the portfolio, ranked #8.

Crow's Nest Holdings first reported a position in TDG in Q4 2021 and has held it in 18 quarters since. The position peaked at $67.1M in Q2 2023. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Crow's Nest Holdings held 23,667 shares of TransDigm Group worth $27.4M as of Q1 2026.
Crow's Nest Holdings sold 6,058 TransDigm Group shares in Q1 2026, an estimated $7.94M.
TransDigm Group made up 6.41% of Crow's Nest Holdings's portfolio in Q1 2026, its #8 holding.
Crow's Nest Holdings first reported a position in TransDigm Group in Q4 2021 and has held it in 18 quarters since.
Crow's Nest Holdings's TransDigm Group position peaked at $67.1M in Q2 2023.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Crow's Nest Holdings's 13F filing for Q1 2026, filed 15 May 2026.