YCG LLC’s TransDigm Group TDG Stock Holding History

YCG LLC’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	$35M	Buy	30,176 +6,888	+30%	+$9.03M	3.17%	17
2025 Q4	$31M	Buy	+23,288	New	+$30.5M	2.34%	18

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

YCG LLC's TDG Position: Q1 2026 in Review

YCG LLC increased its TransDigm Group (TDG) stake by 30% in Q1 2026, buying an estimated $9.03M and bringing the position to 30,176 shares worth $35M. The position accounts for 3.17% of the portfolio, ranked #17.

YCG LLC first reported a position in TDG in Q4 2025 and has held it in 2 quarters since. 1,108 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

YCG LLC held 30,176 shares of TransDigm Group worth $35M as of Q1 2026.
YCG LLC bought 6,888 TransDigm Group shares in Q1 2026, an estimated $9.03M.
TransDigm Group made up 3.17% of YCG LLC's portfolio in Q1 2026, its #17 holding.
YCG LLC first reported a position in TransDigm Group in Q4 2025 and has held it in 2 quarters since.
1,108 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on YCG LLC's 13F filing for Q1 2026, filed 14 May 2026.