Nearwater Capital Markets’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	–	Sell	-9,300	Closed	-$12.9M	–	122
2025 Q1	$12.9M	Hold	9,300	–	–	0.37%	65
2024 Q4	$11.8M	Buy	+9,300	New	+$11.8M	0.34%	62