Question 1

How many shares of TDG does WINDACRE PARTNERSHIP LLC own?

Accepted Answer

As of 2026-Q2, WINDACRE PARTNERSHIP LLC holds 684,100 shares of TDG (TRANSDIGM GROUP INC).

Question 2

What is WINDACRE PARTNERSHIP LLC's TDG position worth?

Accepted Answer

As of 2026-Q2, WINDACRE PARTNERSHIP LLC's TDG position is worth $911.2M.

Question 3

Is WINDACRE PARTNERSHIP LLC buying or selling TDG?

Accepted Answer

In 2026-Q2, WINDACRE PARTNERSHIP LLC increased their TDG position (+34.2% change in shares).

Question 4

When did WINDACRE PARTNERSHIP LLC first buy TDG?

Accepted Answer

Based on available 13F filings, WINDACRE PARTNERSHIP LLC first reported a position in TDG in 2024-Q3. They have held the position across 30 quarters.

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%	$1,326.34	0
2025-Q4	Decreased	566,100	-7.6%	$752.8M	8.1%	$1,316.45	0
2025-Q3	Decreased	612,500	-14.1%	$807.3M	10.1%	$1,289.29	0
2025-Q2	Decreased	712,700	-1.3%	$1.1B	14.8%	$1,402.72	0
2025-Q1	Decreased	722,000	-4.2%	$998.7M	15.0%	$1,288.59	0
2024-Q4	Increased	753,997	+3.6%	$955.5M	14.0%	$1,197.56	67
2024-Q3	Increased	728,000	+42.7%	$1B	13.8%	$1,243.25	86