Lynwood Price Capital Management’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.3M Buy
14,000
+3,200
+30% +$4.87M 10.58% 4
2025
Q1
$14.9M Buy
10,800
+2,000
+23% +$2.77M 8.52% 6
2024
Q4
$11.2M Buy
+8,800
New +$11.2M 7.68% 7