Lodge Hill Capital’s TransDigm Group TDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-34,500	Closed	-$22M	–	28
2021 Q4	$22M	Buy	34,500 +7,500	+28%	+$4.77M	4.92%	2
2021 Q3	$16.9M	Buy	27,000 +5,000	+23%	+$3.12M	5.31%	6
2021 Q2	$14.2M	Buy	+22,000	New	+$14.2M	4.13%	9