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Oakmont Corp’s TransDigm Group TDG Stock Holding History

Oakmont Corp’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
Q1 		$30.5M Buy
26,289
+479
+2% +$628K 5.79% 9
2025
Q4 		$34.3M Buy
25,810
+580
+2% +$760K 5.94% 9
2025
Q3 		$33.3M Buy
25,230
+5,326
+27% +$7.61M 5.94% 9
2025
Q2 		$30.3M Sell
19,904
-70
-0.4% -$98.3K 5.3% 10
2025
Q1 		$27.6M Sell
19,974
-112
-0.6% -$149K 5.45% 10
2024
Q4 		$25.5M Buy
20,086
+4,421
+28% +$5.83M 4.45% 10
2024
Q3 		$20.4M Buy
+15,665
New +$20.4M 3.93% 9

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oakmont Corp's TDG Position: Q1 2026 in Review

Oakmont Corp increased its TransDigm Group (TDG) stake by 1.9% in Q1 2026, buying an estimated $628K and bringing the position to 26,289 shares worth $30.5M. The position accounts for 5.79% of the portfolio, ranked #9.

Oakmont Corp first reported a position in TDG in Q3 2024 and has held it in 7 quarters since. The position peaked at $34.3M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Oakmont Corp held 26,289 shares of TransDigm Group worth $30.5M as of Q1 2026.
  • Oakmont Corp bought 479 TransDigm Group shares in Q1 2026, an estimated $628K.
  • TransDigm Group made up 5.79% of Oakmont Corp's portfolio in Q1 2026, its #9 holding.
  • Oakmont Corp first reported a position in TransDigm Group in Q3 2024 and has held it in 7 quarters since.
  • Oakmont Corp's TransDigm Group position peaked at $34.3M in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Oakmont Corp's 13F filing for Q1 2026, filed 12 May 2026.