Palestra 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
2022
Q1
Sell
-244,790
Closed -$156M 27
2021
Q4
$156M Buy
244,790
+51,335
+27% +$32.7M 4.51% 13
2021
Q3
$121M Buy
193,455
+62,820
+48% +$39.2M 2.56% 20
2021
Q2
$84.6M Buy
+130,635
New +$84.6M 1.82% 20
2016
Q1
Sell
-49,598
Closed -$11.3M 29
2015
Q4
$11.3M Buy
+49,598
New +$11.3M 1.31% 20
2013
Q3
Sell
-46,649
Closed -$7.31M 35
2013
Q2
$7.31M Buy
+46,649
New +$7.31M 3.03% 20