TDG position history
The shares of TransDigm (TDG) that Oakcliff Capital Partners, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 55,698 shares, $35M, 15.4% of portfolio
- 2021 Q4: 55,698 shares, $35M, 16.2% of portfolio
- 2022 Q1: 55,698 shares, $36M, 18.8% of portfolio
- 2022 Q2: 55,698 shares, $30M, 22.0% of portfolio
- 2022 Q3: 55,698 shares, $29M, 24.6% of portfolio
- 2022 Q4: 51,698 shares, $33M, 24.3% of portfolio, Reduce −7.2%
- 2023 Q1: 37,198 shares, $27M, 19.1% of portfolio, Reduce −28.0%
- 2023 Q2: 32,398 shares, $29M, 19.3% of portfolio, Reduce −12.9%
- 2023 Q3: 24,308 shares, $20M, 14.1% of portfolio, Reduce −25.0%
- 2023 Q4: 24,308 shares, $25M, 15.5% of portfolio
- 2024 Q1: 21,424 shares, $26M, 15.8% of portfolio, Reduce −11.9%
- 2024 Q2: 21,424 shares, $27M, 14.6% of portfolio
- 2024 Q3: 21,424 shares, $31M, 15.4% of portfolio
- 2024 Q4: 21,293 shares, $27M, 13.8% of portfolio, Reduce −0.6%
- 2025 Q1: 21,293 shares, $29M, 15.5% of portfolio
- 2025 Q2: 21,293 shares, $32M, 16.2% of portfolio
- 2025 Q3: 24,170 shares, $32M, 13.7% of portfolio, Add +13.5%
- 2025 Q4: 24,170 shares, $32M, 13.8% of portfolio
- 2026 Q1: 24,170 shares, $28M, 12.4% of portfolio
- 2026 Q2: 24,170 shares, $32M, 12.0% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|