Landscape Capital Management’s TransDigm Group TDG Stock Holding History

Landscape Capital Management’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 Q1	$3.95M	Buy	3,406 +1,765	+108%	+$2.31M	0.25%	122
2025 Q4	$2.18M	Buy	+1,641	New	+$2.15M	0.15%	206
2024 Q4	–	Sell	-724	Closed	-$1.03M	–	913
2024 Q3	$1.03M	Sell	724 -702	-49%	-$913K	0.11%	256
2024 Q2	$1.82M	Hold	1,426	–	–	0.15%	197
2024 Q1	$1.76M	Buy	+1,426	New	+$1.61M	0.15%	181
2020 Q2	–	Sell	-6,177	Closed	-$1.98M	–	580
2020 Q1	$1.98M	Buy	+6,177	New	+$3.36M	0.21%	113
2018 Q4	–	Sell	-1,710	Closed	-$637K	–	970
2018 Q3	$637K	Buy	+1,710	New	+$616K	0.05%	359
2017 Q4	–	Sell	-3,695	Closed	-$945K	–	748
2017 Q3	$945K	Buy	+3,695	New	+$1,000K	0.09%	209

Other funds holding TDG

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Landscape Capital Management's TDG Position: Q1 2026 in Review

Landscape Capital Management increased its TransDigm Group (TDG) stake by 108% in Q1 2026, buying an estimated $2.31M and bringing the position to 3,406 shares worth $3.95M. The position accounts for 0.25% of the portfolio, ranked #122.

Landscape Capital Management first reported a position in TDG in Q3 2017 and has held it in 8 quarters since. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Landscape Capital Management held 3,406 shares of TransDigm Group worth $3.95M as of Q1 2026.
Landscape Capital Management bought 1,765 TransDigm Group shares in Q1 2026, an estimated $2.31M.
TransDigm Group made up 0.25% of Landscape Capital Management's portfolio in Q1 2026, its #122 holding.
Landscape Capital Management first reported a position in TransDigm Group in Q3 2017 and has held it in 8 quarters since.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Landscape Capital Management's 13F filing for Q1 2026, filed 12 May 2026.