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

Lynwood Price Capital Management’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	$22.8M	Buy	17,125 +1,925	+13%	+$2.36M	11.02%	3
2026 Q1	$17.6M	Sell	15,200 -2,300	-13%	-$3.01M	9.46%	5
2025 Q4	$23.3M	Hold	17,500	–	–	11.32%	4
2025 Q3	$23.1M	Buy	17,500 +3,500	+25%	+$5M	11.56%	2
2025 Q2	$21.3M	Buy	14,000 +3,200	+30%	+$4.49M	10.58%	4
2025 Q1	$14.9M	Buy	10,800 +2,000	+23%	+$2.67M	8.52%	6
2024 Q4	$11.2M	Buy	+8,800	New	+$11.6M	7.68%	7

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lynwood Price Capital Management's TDG Position: Q2 2026 in Review

Lynwood Price Capital Management increased its TransDigm Group (TDG) stake by 13% in Q2 2026, buying an estimated $2.36M and bringing the position to 17,125 shares worth $22.8M. The position accounts for 11.02% of the portfolio, ranked #3.

Lynwood Price Capital Management first reported a position in TDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.3M in Q4 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Lynwood Price Capital Management held 17,125 shares of TransDigm Group worth $22.8M as of Q2 2026.
Lynwood Price Capital Management bought 1,925 TransDigm Group shares in Q2 2026, an estimated $2.36M.
TransDigm Group made up 11.02% of Lynwood Price Capital Management's portfolio in Q2 2026, its #3 holding.
Lynwood Price Capital Management first reported a position in TransDigm Group in Q4 2024 and has held it in 7 quarters since.
Lynwood Price Capital Management's TransDigm Group position peaked at $23.3M in Q4 2025.
1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Lynwood Price Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.