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Oarsman Capital’s TransDigm Group TDG Stock Holding History

Oarsman Capital’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 		$282K Sell
212
-24
-10% -$29.5K 0.03% 197
2026
Q1 		$274K Sell
236
-8
-3% -$10.5K 0.03% 185
2025
Q4 		$324K Sell
244
-35
-13% -$45.9K 0.04% 173
2025
Q3 		$368K Sell
279
-41
-13% -$58.6K 0.05% 160
2025
Q2 		$487K Buy
320
+59
+23% +$82.9K 0.08% 148
2025
Q1 		$361K Buy
261
+3
+1% +$4K 0.06% 158
2024
Q4 		$327K Buy
258
+15
+6% +$19.8K 0.06% 167
2024
Q3 		$347K Buy
+243
New +$316K 0.06% 163

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oarsman Capital's TDG Position: Q2 2026 in Review

Oarsman Capital reduced its TransDigm Group (TDG) stake by 10% in Q2 2026, selling an estimated $29.5K and leaving 212 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #197.

Oarsman Capital first reported a position in TDG in Q3 2024 and has held it in 8 quarters since. The position peaked at $487K in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Oarsman Capital held 212 shares of TransDigm Group worth $282K as of Q2 2026.
  • Oarsman Capital sold 24 TransDigm Group shares in Q2 2026, an estimated $29.5K.
  • TransDigm Group made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #197 holding.
  • Oarsman Capital first reported a position in TransDigm Group in Q3 2024 and has held it in 8 quarters since.
  • Oarsman Capital's TransDigm Group position peaked at $487K in Q2 2025.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

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