Select Equity Group’s TransDigm Group TDG Stock Holding History

Select Equity Group’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	$55.6M	Buy	+47,943	New	+$62.8M	0.28%	66
2023 Q4	–	Sell	-2,895	Closed	-$2.44M	–	188
2023 Q3	$2.44M	Sell	2,895 -7,464	-72%	-$6.55M	0.01%	135
2023 Q2	$9.26M	Sell	10,359 -66	-0.6%	-$52.2K	0.03%	117
2023 Q1	$7.68M	Sell	10,425 -96,824	-90%	-$69.2M	0.03%	113
2022 Q4	$67.5M	Sell	107,249 -32,986	-24%	-$19.4M	0.25%	69
2022 Q3	$73.6M	Sell	140,235 -9,134	-6%	-$5.45M	0.26%	64
2022 Q2	$80.2M	Buy	149,369 +21,814	+17%	+$12.9M	0.26%	69
2022 Q1	$83.1M	Sell	127,555 -283,778	-69%	-$182M	0.27%	70
2021 Q4	$262M	Buy	411,333 +407,110	+9,640%	+$255M	0.71%	43
2021 Q3	$2.64M	Sell	4,223 -87,347	-95%	-$54.6M	0.01%	114
2021 Q2	$59.3M	Buy	91,570 +87,728	+2,283%	+$55M	0.2%	70
2021 Q1	$2.26M	Buy	+3,842	New	+$2.26M	0.01%	118
2020 Q4	–	Sell	-24,689	Closed	-$11.7M	–	164
2020 Q3	$11.7M	Sell	24,689 -154,251	-86%	-$72.5M	0.06%	97
2020 Q2	$79.1M	Sell	178,940 -561,297	-76%	-$212M	0.45%	51
2020 Q1	$237M	Buy	740,237 +144,766	+24%	+$78.9M	1.64%	26
2019 Q4	$333M	Buy	595,471 +107	+0%	+$58.6K	2.1%	17
2019 Q3	$310M	Sell	595,364 -5,620	-0.9%	-$2.88M	2.1%	19
2019 Q2	$291M	Sell	600,984 -241	-0%	-$113K	1.98%	22
2019 Q1	$273M	Sell	601,225 -3,858	-0.6%	-$1.57M	1.85%	24
2018 Q4	$206M	Buy	605,083 +159,419	+36%	+$54.7M	1.55%	26
2018 Q3	$166M	Sell	445,664 -48,284	-10%	-$17.4M	1.23%	32
2018 Q2	$170M	Sell	493,948 -9,583	-2%	-$3.15M	1.37%	27
2018 Q1	$155M	Sell	503,531 -37,596	-7%	-$11.1M	1.27%	29
2017 Q4	$149M	Sell	541,127 -43,918	-8%	-$11.9M	1.18%	32
2017 Q3	$150M	Sell	585,045 -72,708	-11%	-$19.7M	1.13%	34
2017 Q2	$177M	Sell	657,753 -741,901	-53%	-$188M	1.26%	26
2017 Q1	$308M	Buy	1,399,654 +238,565	+21%	+$56.9M	2.3%	12
2016 Q4	$289M	Buy	1,161,089 +20,899	+2%	+$5.49M	2.37%	12
2016 Q3	$330M	Sell	1,140,190 -1,473	-0.1%	-$413K	2.85%	9
2016 Q2	$301M	Sell	1,141,663 -9,936	-0.9%	-$2.43M	2.64%	9
2016 Q1	$254M	Buy	1,151,599 +113,356	+11%	+$24.8M	2.13%	17
2015 Q4	$237M	Sell	1,038,243 -20,652	-2%	-$4.65M	2.27%	13
2015 Q3	$225M	Sell	1,058,895 -252,358	-19%	-$57.7M	2.14%	16
2015 Q2	$295M	Sell	1,311,253 -19,475	-1%	-$4.37M	2.69%	7
2015 Q1	$291M	Sell	1,330,728 -41,819	-3%	-$8.81M	2.65%	10
2014 Q4	$269M	Buy	1,372,547 +6,549	+0.5%	+$1.23M	2.52%	10
2014 Q3	$252M	Buy	1,365,998 +784	+0.1%	+$140K	2.6%	10
2014 Q2	$228M	Buy	1,365,214 +55,538	+4%	+$10M	2.33%	14
2014 Q1	$243M	Buy	1,309,676 +23,558	+2%	+$4.12M	2.65%	14
2013 Q4	$207M	Buy	1,286,118 +238,239	+23%	+$35.5M	2.16%	17
2013 Q3	$145M	Buy	1,047,879 +15,401	+1%	+$2.19M	1.97%	21
2013 Q2	$162M	Buy	+1,032,478	New	+$155M	2.28%	16

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group's TDG Position: Q1 2026 in Review

Select Equity Group opened a new position in TransDigm Group (TDG) in Q1 2026: 47,943 shares worth $55.6M. The stake represents 0.28% of the portfolio and ranks #66 among its holdings. This is a return to the name: Select Equity Group previously reported a position in TDG as recently as Q3 2023.

Select Equity Group first reported a position in TDG in Q2 2013 and has held it in 42 quarters since. The position peaked at $333M in Q4 2019. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

Select Equity Group held 47,943 shares of TransDigm Group worth $55.6M as of Q1 2026.
TransDigm Group was a new Select Equity Group position in Q1 2026.
TransDigm Group made up 0.28% of Select Equity Group's portfolio in Q1 2026, its #66 holding.
Select Equity Group first reported a position in TransDigm Group in Q2 2013 and has held it in 42 quarters since.
Select Equity Group's TransDigm Group position peaked at $333M in Q4 2019.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.