Night Owl 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
2021 Q1	–	Sell	-9,573	Closed	-$5.92M	–	32
2020 Q4	$5.92M	Buy	9,573 +185	+2%	+$114K	1.14%	25
2020 Q3	$4.46M	Sell	9,388 -13	-0.1%	-$6.18K	0.93%	26
2020 Q2	$4.16M	Sell	9,401 -31	-0.3%	-$13.7K	0.99%	24
2020 Q1	$3.02M	Buy	+9,432	New	+$3.02M	1.01%	22