Vulcan Value Partners’s TransDigm Group TDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$361M Sell
2025
Q1
$345M Buy
2024
Q4
$299M Buy
2024
Q3
$278M Sell
2024
Q2
$282M Sell
2024
Q1
$416M Sell
2023
Q4
$392M Sell
2023
Q3
$365M Sell
2023
Q2
$561M Sell
2023
Q1
$510M Sell
2022
Q4
$526M Sell
2022
Q3
$535M Sell
2022
Q2
$660M Sell
2022
Q1
$1.32B Sell
2021
Q4
$1.41B Buy
2021
Q3
$1.28B Buy
2021
Q2
$1.28B Sell
2021
Q1
$1.2B Buy
2020
Q4
$1.24B Buy
2020
Q3
$887M Buy
2020
Q2
$458M Buy