Havemeyer Place’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.56M Buy
1,172
+301
+35% +$370K 0.15% 228
2026
Q1
$1.01M Sell
871
-615
-41% -$806K 0.12% 312
2025
Q4
$1.98M Buy
+1,486
New +$1.95M 0.39% 68

Other funds holding TDG

Havemeyer Place's TDG Position: Q2 2026 in Review

Havemeyer Place increased its TransDigm Group (TDG) stake by 35% in Q2 2026, buying an estimated $370K and bringing the position to 1,172 shares worth $1.56M. The position accounts for 0.15% of the portfolio, ranked #228.

Havemeyer Place first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Havemeyer Place held 1,172 shares of TransDigm Group worth $1.56M as of Q2 2026.
  • Havemeyer Place bought 301 TransDigm Group shares in Q2 2026, an estimated $370K.
  • TransDigm Group made up 0.15% of Havemeyer Place's portfolio in Q2 2026, its #228 holding.
  • Havemeyer Place first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's TransDigm Group position peaked at $1.98M in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.