Engine No 1 LLC’s TransDigm Group TDG Stock Holding History

Engine No 1 LLC’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
2022 Q1	–	Sell	-358	Closed	-$228K	–	261
2021 Q4	$228K	Buy	+358	New	+$224K	0.05%	274

Other funds holding TDG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Engine No 1 LLC's TDG Position: Q1 2022 in Review

Engine No 1 LLC sold out of TransDigm Group (TDG) in Q1 2022, closing a stake of 358 shares — an estimated $228K sold.

Engine No 1 LLC first reported a position in TDG in Q4 2021 and held it in 1 quarter. The position peaked at $228K in Q4 2021. 681 funds tracked by Wall St. Rank hold TDG as of Q1 2022.

Engine No 1 LLC reported no remaining TransDigm Group position as of Q1 2022 after selling out during the quarter.
Engine No 1 LLC sold 358 TransDigm Group shares in Q1 2022, an estimated $228K.
Engine No 1 LLC first reported a position in TransDigm Group in Q4 2021 and held it in 1 quarter.
Engine No 1 LLC's TransDigm Group position peaked at $228K in Q4 2021.
681 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2022.

Based on Engine No 1 LLC's 13F filing for Q1 2022, filed 13 May 2022.