Long Path Partners Fund’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
$14.7M Sell
22,521
-38,393
-63% -$25M 8.55% 6
2021
Q4
$38.8M Buy
+60,914
New +$38.8M 24.09% 2