Oakcliff Capital Partners’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.2M | Hold |
24,170
| – | – | 11.99% | 4 |
|
|
2026
Q1 | $28M | Hold |
24,170
| – | – | 12.36% | 4 |
|
|
2025
Q4 | $32.1M | Hold |
24,170
| – | – | 13.78% | 4 |
|
|
2025
Q3 | $31.9M | Buy |
24,170
+2,877
| +14% | +$4.11M | 13.75% | 3 |
|
|
2025
Q2 | $32.4M | Hold |
21,293
| – | – | 16.18% | 3 |
|
|
2025
Q1 | $29.5M | Hold |
21,293
| – | – | 15.52% | 2 |
|
|
2024
Q4 | $27M | Sell |
21,293
-131
| -0.6% | -$173K | 13.8% | 3 |
|
|
2024
Q3 | $30.6M | Hold |
21,424
| – | – | 15.38% | 2 |
|
|
2024
Q2 | $27.4M | Hold |
21,424
| – | – | 14.64% | 2 |
|
|
2024
Q1 | $26.4M | Sell |
21,424
-2,884
| -12% | -$3.25M | 15.81% | 2 |
|
|
2023
Q4 | $24.6M | Hold |
24,308
| – | – | 15.48% | 2 |
|
|
2023
Q3 | $20.5M | Sell |
24,308
-8,090
| -25% | -$7.1M | 14.07% | 2 |
|
|
2023
Q2 | $29M | Sell |
32,398
-4,800
| -13% | -$3.8M | 19.3% | 1 |
|
|
2023
Q1 | $27.4M | Sell |
37,198
-14,500
| -28% | -$10.4M | 19.1% | 2 |
|
|
2022
Q4 | $32.6M | Sell |
51,698
-4,000
| -7% | -$2.36M | 24.28% | 1 |
|
|
2022
Q3 | $29.2M | Hold |
55,698
| – | – | 24.58% | 1 |
|
|
2022
Q2 | $29.9M | Hold |
55,698
| – | – | 22.04% | 1 |
|
|
2022
Q1 | $36.3M | Hold |
55,698
| – | – | 18.82% | 1 |
|
|
2021
Q4 | $35.4M | Hold |
55,698
| – | – | 16.19% | 2 |
|
|
2021
Q3 | $34.8M | Hold |
55,698
| – | – | 15.4% | 2 |
|
|
2021
Q2 | $36.1M | Hold |
55,698
| – | – | 15.53% | 2 |
|
|
2021
Q1 | $32.7M | Hold |
55,698
| – | – | 15.53% | 2 |
|
|
2020
Q4 | $34.5M | Sell |
55,698
-3,175
| -5% | -$1.75M | 13.68% | 4 |
|
|
2020
Q3 | $28M | Hold |
58,873
| – | – | 12.11% | 3 |
|
|
2020
Q2 | $26M | Hold |
58,873
| – | – | 13.84% | 3 |
|
|
2020
Q1 | $18.9M | Buy |
58,873
+24,600
| +72% | +$13.4M | 13.19% | 2 |
|
|
2019
Q4 | $19.2M | Hold |
34,273
| – | – | 11.45% | 4 |
|
|
2019
Q3 | $17.8M | Hold |
34,273
| – | – | 12.07% | 3 |
|
|
2019
Q2 | $16.6M | Sell |
34,273
-5,833
| -15% | -$2.73M | 12.22% | 3 |
|
|
2019
Q1 | $18.2M | Sell |
40,106
-9,000
| -18% | -$3.65M | 13.22% | 2 |
|
|
2018
Q4 | $16.7M | Hold |
49,106
| – | – | 13.73% | 3 |
|
|
2018
Q3 | $18.3M | Hold |
49,106
| – | – | 13.57% | 2 |
|
|
2018
Q2 | $16.9M | Hold |
49,106
| – | – | 12.83% | 3 |
|
|
2018
Q1 | $15.1M | Hold |
49,106
| – | – | 12.9% | 4 |
|
|
2017
Q4 | $13.5M | Hold |
49,106
| – | – | 11.83% | 3 |
|
|
2017
Q3 | $12.6M | Sell |
49,106
-621
| -1% | -$168K | 10.59% | 5 |
|
|
2017
Q2 | $13.4M | Hold |
49,727
| – | – | 12.37% | 3 |
|
|
2017
Q1 | $10.9M | Buy |
+49,727
| New | +$11.9M | 10.48% | 5 |
|
Other funds holding TDG
Oakcliff Capital Partners's TDG Position: Q2 2026 in Review
Oakcliff Capital Partners held its TransDigm Group (TDG) position steady in Q2 2026 at 24,170 shares worth $32.2M. The position accounts for 11.99% of the portfolio, ranked #4.
Oakcliff Capital Partners first reported a position in TDG in Q1 2017 and has held it in 38 quarters since. The position peaked at $36.3M in Q1 2022. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.
- Oakcliff Capital Partners held 24,170 shares of TransDigm Group worth $32.2M as of Q2 2026.
- Oakcliff Capital Partners left its TransDigm Group share count unchanged in Q2 2026.
- TransDigm Group made up 11.99% of Oakcliff Capital Partners's portfolio in Q2 2026, its #4 holding.
- Oakcliff Capital Partners first reported a position in TransDigm Group in Q1 2017 and has held it in 38 quarters since.
- Oakcliff Capital Partners's TransDigm Group position peaked at $36.3M in Q1 2022.
- 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.
Based on Oakcliff Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.