Gallo Partners’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,802
Closed -$2.38M 67
2025
Q3
$2.38M Sell
1,802
-499
-22% -$713K 1.77% 27
2025
Q2
$3.5M Buy
+2,301
New +$3.23M 2.29% 16
2025
Q1
Sell
-1,693
Closed -$2.15M 98
2024
Q4
$2.15M Buy
+1,693
New +$2.23M 1.58% 28

Other funds holding TDG

Gallo Partners's TDG Position: Q4 2025 in Review

Gallo Partners sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 1,802 shares — an estimated $2.38M sold.

Gallo Partners first reported a position in TDG in Q4 2024 and held it in 3 quarters. The position peaked at $3.5M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

  • Gallo Partners reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
  • Gallo Partners sold 1,802 TransDigm Group shares in Q4 2025, an estimated $2.38M.
  • Gallo Partners first reported a position in TransDigm Group in Q4 2024 and held it in 3 quarters.
  • Gallo Partners's TransDigm Group position peaked at $3.5M in Q2 2025.
  • 1,130 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on Gallo Partners's 13F filing for Q4 2025, filed 17 Feb 2026.