Skylands Capital’s TransDigm Group TDG Stock Holding History

Skylands 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	$1.03M	Hold	770	–	–	0.13%	105
2026 Q1	$892K	Hold	770	–	–	0.12%	110
2025 Q4	$1.02M	Hold	770	–	–	0.14%	101
2025 Q3	$1.01M	Sell	770 -155	-17%	-$222K	0.14%	103
2025 Q2	$1.41M	Hold	925	–	–	0.2%	88
2025 Q1	$1.28M	Sell	925 -5	-0.5%	-$6.67K	0.18%	91
2024 Q4	$1.18M	Sell	930 -25	-3%	-$32.9K	0.16%	96
2024 Q3	$1.36M	Sell	955 -10	-1%	-$13K	0.18%	88
2024 Q2	$1.23M	Hold	965	–	–	0.17%	93
2024 Q1	$1.19M	Hold	965	–	–	0.16%	94
2023 Q4	$976K	Sell	965 -15	-2%	-$13.8K	0.14%	94
2023 Q3	$826K	Hold	980	–	–	0.12%	99
2023 Q2	$876K	Hold	980	–	–	0.13%	97
2023 Q1	$722K	Hold	980	–	–	0.11%	97
2022 Q4	$617K	Hold	980	–	–	0.1%	104
2022 Q3	$514K	Hold	980	–	–	0.08%	102
2022 Q2	$526K	Hold	980	–	–	0.08%	103
2022 Q1	$639K	Hold	980	–	–	0.08%	106
2021 Q4	$624K	Hold	980	–	–	0.07%	105
2021 Q3	$612K	Hold	980	–	–	0.08%	106
2021 Q2	$634K	Hold	980	–	–	0.08%	104
2021 Q1	$576K	Hold	980	–	–	0.07%	107
2020 Q4	$606K	Hold	980	–	–	0.09%	95
2020 Q3	$466K	Sell	980 -600	-38%	-$282K	0.08%	103
2020 Q2	$698K	Hold	1,580	–	–	0.12%	82
2020 Q1	$506K	Sell	1,580 -1,010	-39%	-$550K	0.11%	82
2019 Q4	$1.45M	Sell	2,590 -1,100	-30%	-$602K	0.21%	73
2019 Q3	$1.92M	Sell	3,690 -300	-8%	-$154K	0.28%	64
2019 Q2	$1.93M	Sell	3,990 -550	-12%	-$257K	0.27%	71
2019 Q1	$2.06M	Sell	4,540 -2,350	-34%	-$954K	0.29%	71
2018 Q4	$2.34M	Hold	6,890	–	–	0.38%	59
2018 Q3	$2.56M	Sell	6,890 -1,400	-17%	-$504K	0.33%	70
2018 Q2	$2.86M	Sell	8,290 -2,200	-21%	-$723K	0.38%	67
2018 Q1	$3.22M	Sell	10,490 -100	-0.9%	-$29.5K	0.42%	64
2017 Q4	$2.91M	Sell	10,590 -1,050	-9%	-$285K	0.37%	68
2017 Q3	$2.98M	Sell	11,640 -225	-2%	-$60.9K	0.4%	64
2017 Q2	$3.19M	Sell	11,865 -125	-1%	-$31.7K	0.44%	51
2017 Q1	$2.64M	Sell	11,990 -1,575	-12%	-$376K	0.36%	67
2016 Q4	$3.38M	Sell	13,565 -125	-0.9%	-$32.8K	0.51%	51
2016 Q3	$3.96M	Sell	13,690 -2,500	-15%	-$702K	0.62%	42
2016 Q2	$4.27M	Sell	16,190 -2,835	-15%	-$692K	0.7%	37
2016 Q1	$4.19M	Sell	19,025 -3,250	-15%	-$710K	0.67%	35
2015 Q4	$5.09M	Sell	22,275 -600	-3%	-$135K	0.73%	34
2015 Q3	$4.86M	Sell	22,875 -2,000	-8%	-$458K	0.65%	38
2015 Q2	$5.59M	Sell	24,875 -4,900	-16%	-$1.1M	0.6%	40
2015 Q1	$6.51M	Sell	29,775 -425	-1%	-$89.5K	0.66%	35
2014 Q4	$5.93M	Sell	30,200 -2,050	-6%	-$387K	0.61%	40
2014 Q3	$5.95M	Sell	32,250 -3,050	-9%	-$545K	0.6%	39
2014 Q2	$5.9M	Sell	35,300 -5,700	-14%	-$1.03M	0.58%	39
2014 Q1	$7.59M	Sell	41,000 -3,875	-9%	-$678K	0.78%	31
2013 Q4	$7.23M	Sell	44,875 -5,875	-12%	-$876K	0.78%	33
2013 Q3	$7.04M	Sell	50,750 -10,650	-17%	-$1.52M	0.78%	33
2013 Q2	$9.63M	Buy	+61,400	New	+$9.21M	1.15%	18

Other funds holding TDG

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Skylands Capital's TDG Position: Q2 2026 in Review

Skylands Capital held its TransDigm Group (TDG) position steady in Q2 2026 at 770 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #105.

Skylands Capital first reported a position in TDG in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.63M in Q2 2013. 316 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Skylands Capital held 770 shares of TransDigm Group worth $1.03M as of Q2 2026.
Skylands Capital left its TransDigm Group share count unchanged in Q2 2026.
TransDigm Group made up 0.13% of Skylands Capital's portfolio in Q2 2026, its #105 holding.
Skylands Capital first reported a position in TransDigm Group in Q2 2013 and has held it in 53 quarters since.
Skylands Capital's TransDigm Group position peaked at $9.63M in Q2 2013.
316 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Skylands Capital's 13F filing for Q2 2026, filed 24 Jul 2026.