Spyglass Capital Management’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$34.8M Sell
2024
Q2
$44.3M Sell
2024
Q1
$56.3M Sell
2023
Q4
$54.6M Sell
2023
Q3
$51.8M Sell
2023
Q2
$65.7M Sell
2023
Q1
$58.9M Sell
2022
Q4
$66.1M Sell
2022
Q3
$62M Sell
2022
Q2
$74.1M Sell
2022
Q1
$104M Sell
2021
Q4
$127M Sell
2021
Q3
$131M Buy
2021
Q2
$120M Buy
2021
Q1
$102M Buy
2020
Q4
$92.9M Buy
2020
Q3
$59.9M Buy
2020
Q2
$46M Buy