Isthmus Partners’s TransDigm Group TDG Stock Holding History

Isthmus Partners’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
2026 Q2	$249K	Hold	187	–	–	0.02%	207
2026 Q1	$217K	Hold	187	–	–	0.02%	212
2025 Q4	$249K	Sell	187 -1	-0.5%	-$1.31K	0.03%	194
2025 Q3	$248K	Buy	188 +24	+15%	+$34.3K	0.06%	113
2025 Q2	$249K	Hold	164	–	–	0.03%	201
2025 Q1	$227K	Hold	164	–	–	0.03%	203
2024 Q4	$208K	Buy	+164	New	+$216K	0.03%	210

Other funds holding TDG

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Isthmus Partners's TDG Position: Q2 2026 in Review

Isthmus Partners held its TransDigm Group (TDG) position steady in Q2 2026 at 187 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #207.

Isthmus Partners first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $249K in Q2 2025. 316 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Isthmus Partners held 187 shares of TransDigm Group worth $249K as of Q2 2026.
Isthmus Partners left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up 0.02% of Isthmus Partners's portfolio in Q2 2026, its #207 holding.
Isthmus Partners first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
Isthmus Partners's TransDigm Group position peaked at $249K in Q2 2025.
316 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.