Hudson Way Capital Management’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.6M | Sell |
63,546
-5,231
| -8% | -$7.95M | 8.73% | 5 |
|
|
2025
Q1 | $95.1M | Buy |
68,777
+12,312
| +22% | +$17M | 9.43% | 3 |
|
|
2024
Q4 | $71.6M | Buy |
56,465
+10,025
| +22% | +$12.7M | 8.09% | 4 |
|
|
2024
Q3 | $66.3M | Sell |
46,440
-6,801
| -13% | -$9.71M | 8.32% | 3 |
|
|
2024
Q2 | $68M | Buy |
53,241
+12,612
| +31% | +$16.1M | 9.39% | 3 |
|
|
2024
Q1 | $50M | Sell |
40,629
-361
| -0.9% | -$445K | 9.14% | 3 |
|
|
2023
Q4 | $41.5M | Sell |
40,990
-26,768
| -40% | -$27.1M | 7.78% | 4 |
|
|
2023
Q3 | $57.1M | Sell |
67,758
-3,731
| -5% | -$3.15M | 11.24% | 3 |
|
|
2023
Q2 | $63.9M | Buy |
71,489
+11,772
| +20% | +$10.5M | 11.99% | 2 |
|
|
2023
Q1 | $44M | Buy |
59,717
+1,398
| +2% | +$1.03M | 10.96% | 4 |
|
|
2022
Q4 | $36.7M | Sell |
58,319
-1,417
| -2% | -$892K | 9.49% | 4 |
|
|
2022
Q3 | $31.4M | Buy |
59,736
+47,755
| +399% | +$25.1M | 8.57% | 5 |
|
|
2022
Q2 | $6.43M | Buy |
+11,981
| New | +$6.43M | 1.74% | 15 |
|