Darsana Capital Partners’s TransDigm Group TDG Stock Holding History

Darsana 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 Q1	–	Sell	-200,000	Closed	-$266M	–	16
2025 Q4	$266M	Hold	200,000	–	–	5.3%	8
2025 Q3	$264M	Buy	200,000 +25,000	+14%	+$35.7M	6.21%	8
2025 Q2	$266M	Sell	175,000 -25,000	-13%	-$35.1M	7.6%	5
2025 Q1	$277M	Hold	200,000	–	–	8.04%	6
2024 Q4	$253M	Buy	200,000 +35,000	+21%	+$46.1M	7.71%	8
2024 Q3	$235M	Hold	165,000	–	–	5.8%	11
2024 Q2	$211M	Buy	+165,000	New	+$212M	5.76%	11
2018 Q3	–	Sell	-550,000	Closed	-$190M	–	17
2018 Q2	$190M	Buy	550,000 +100,000	+22%	+$32.9M	5.94%	6
2018 Q1	$138M	Hold	450,000	–	–	4.43%	11
2017 Q4	$124M	Hold	450,000	–	–	4.54%	11
2017 Q3	$115M	Buy	450,000 +184,000	+69%	+$49.8M	4.85%	11
2017 Q2	$71.5M	Buy	+266,000	New	+$67.5M	3.11%	11

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

Darsana Capital Partners's TDG Position: Q1 2026 in Review

Darsana Capital Partners sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 200,000 shares — an estimated $266M sold.

Darsana Capital Partners first reported a position in TDG in Q2 2017 and held it in 12 quarters. The position peaked at $277M in Q1 2025. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Darsana Capital Partners reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
Darsana Capital Partners sold 200,000 TransDigm Group shares in Q1 2026, an estimated $266M.
Darsana Capital Partners first reported a position in TransDigm Group in Q2 2017 and held it in 12 quarters.
Darsana Capital Partners's TransDigm Group position peaked at $277M in Q1 2025.
1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Darsana Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.