DCP
Darsana Capital Partners’s TransDigm Group TDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266M | Sell |
175,000
-25,000
| -13% | -$38M | 7.6% | 5 |
|
|
2025
Q1 | $277M | Hold |
200,000
| – | – | 8.04% | 6 |
|
|
2024
Q4 | $253M | Buy |
200,000
+35,000
| +21% | +$44.4M | 7.71% | 8 |
|
|
2024
Q3 | $235M | Hold |
165,000
| – | – | 5.8% | 11 |
|
|
2024
Q2 | $211M | Buy |
+165,000
| New | +$211M | 5.76% | 11 |
|
|
2018
Q3 | – | Sell |
-550,000
| Closed | -$190M | – | 17 |
|
|
2018
Q2 | $190M | Buy |
550,000
+100,000
| +22% | +$34.5M | 5.94% | 6 |
|
|
2018
Q1 | $138M | Hold |
450,000
| – | – | 4.43% | 10 |
|
|
2017
Q4 | $124M | Hold |
450,000
| – | – | 4.54% | 10 |
|
|
2017
Q3 | $115M | Buy |
450,000
+184,000
| +69% | +$47M | 4.85% | 11 |
|
|
2017
Q2 | $71.5M | Buy |
+266,000
| New | +$71.5M | 3.11% | 10 |
|