Question 1

Does Windacre Partnership own TDG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Windacre Partnership holds 684,100 shares of TDG (Transdigm Group), worth $911.2M.

Question 2

How many shares of TDG does Windacre Partnership own?

Accepted Answer

As of its Q2 2026 13F, Windacre Partnership holds 684,100 shares of TDG (Transdigm Group).

Question 3

What is Windacre Partnership's TDG position worth?

Accepted Answer

As of its Q2 2026 13F, Windacre Partnership's TDG position is worth $911.2M.

Question 4

Is Windacre Partnership buying or selling TDG?

Accepted Answer

In Q2 2026, Windacre Partnership increased its TDG position by 174,500 shares (+34.2%).

Question 5

When did Windacre Partnership first buy TDG?

Accepted Answer

Windacre Partnership already held TDG in its Q1 2019 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	684,100	+34.2%	$911.2M	9.0%	$1,332.04	83
2026-Q1	Decreased	509,600	-10.0%	$590.6M	6.3%	$1,158.96	0
2025-Q4	Decreased	566,100	-7.6%	$752.8M	8.1%	$1,329.85	0
2025-Q3	Decreased	612,500	-14.1%	$807.3M	10.1%	$1,318.02	0
2025-Q2	Decreased	712,700	-1.3%	$1.1B	14.8%	$1,422.81	0
2025-Q1	Decreased	722,000	-4.2%	$998.7M	15.0%	$1,294.29	0
2024-Q4	Increased	753,997	+3.6%	$955.5M	14.0%	$1,185.75	67
2024-Q3	Increased	728,000	+42.7%	$1B	13.8%	$1,264.74	86