Long Path Partners’s TransDigm Group TDG Stock Holding History

Long Path 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 Q1	$7.51M	Buy	+6,478	New	+$8.49M	3.41%	8
2023 Q4	–	Sell	-3,612	Closed	-$3.05M	–	10
2023 Q3	$3.05M	Sell	3,612 -5,569	-61%	-$4.89M	1.53%	8
2023 Q2	$8.21M	Sell	9,181 -1,383	-13%	-$1.09M	3.61%	8
2023 Q1	$7.79M	Sell	10,564 -16,662	-61%	-$11.9M	3.36%	9
2022 Q4	$17.1M	Sell	27,226 -11,480	-30%	-$6.76M	7.45%	7
2022 Q3	$20.3M	Buy	38,706 +8,256	+27%	+$4.93M	10.89%	4
2022 Q2	$16.3M	Buy	+30,450	New	+$18M	9.91%	4

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

Long Path Partners's TDG Position: Q1 2026 in Review

Long Path Partners opened a new position in TransDigm Group (TDG) in Q1 2026: 6,478 shares worth $7.51M. The stake represents 3.41% of the portfolio and ranks #8 among its holdings. This is a return to the name: Long Path Partners previously reported a position in TDG as recently as Q3 2023.

Long Path Partners first reported a position in TDG in Q2 2022 and has held it in 7 quarters since. The position peaked at $20.3M in Q3 2022. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Long Path Partners held 6,478 shares of TransDigm Group worth $7.51M as of Q1 2026.
TransDigm Group was a new Long Path Partners position in Q1 2026.
TransDigm Group made up 3.41% of Long Path Partners's portfolio in Q1 2026, its #8 holding.
Long Path Partners first reported a position in TransDigm Group in Q2 2022 and has held it in 7 quarters since.
Long Path Partners's TransDigm Group position peaked at $20.3M in Q3 2022.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Long Path Partners's 13F filing for Q1 2026, filed 14 May 2026.