Longview Asset Management (California)’s TransDigm Group TDG Stock Holding History

Longview Asset Management (California)’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	$41.3K	Sell	31 -7	-18%	-$8.6K	0.02%	91
2026 Q1	$44K	Hold	38	–	–	0.02%	83
2025 Q4	$50.5K	Buy	38 +7	+23%	+$9.18K	0.03%	86
2025 Q3	$40.9K	Hold	31	–	–	0.02%	93
2025 Q2	$47.1K	Sell	31 -10	-24%	-$14K	0.03%	81
2025 Q1	$56.7K	Hold	41	–	–	0.04%	63
2024 Q4	$52K	Buy	+41	New	+$54K	0.03%	69

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

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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Longview Asset Management (California)'s TDG Position: Q2 2026 in Review

Longview Asset Management (California) reduced its TransDigm Group (TDG) stake by 18% in Q2 2026, selling an estimated $8.6K and leaving 31 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #91.

Longview Asset Management (California) first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.7K in Q1 2025. 244 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Longview Asset Management (California) held 31 shares of TransDigm Group worth $41.3K as of Q2 2026.
Longview Asset Management (California) sold 7 TransDigm Group shares in Q2 2026, an estimated $8.6K.
TransDigm Group made up 0.02% of Longview Asset Management (California)'s portfolio in Q2 2026, its #91 holding.
Longview Asset Management (California) first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
Longview Asset Management (California)'s TransDigm Group position peaked at $56.7K in Q1 2025.
244 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.